Matching slides 14,162
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343
The slide uses a combination of narrative summary and Q&A transcript to build a case of corporate malfeasance.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
344
The slide uses a Q&A format to expose a scheme where management facilitates off-label marketing.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
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The slide uses a Q&A format to document testimony regarding corporate fraud and off-label promotion.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
346
The slide uses a Q&A transcript format to substantiate claims of unethical sales practices.Harmony Biosciences (HRMY) · Scorpion Capital
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347
The slide uses a Q&A transcript format to highlight the interviewee's cynical view on the prevalence of the disease.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
348
The slide uses a Q&A format to expose a potential business practice of incentivizing off-label drug prescriptions.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
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The slide uses a Q&A transcript format to build a case of fraudulent business practices.Harmony Biosciences (HRMY) · Scorpion Capital
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350
The slide uses highlighted text to emphasize key admissions of fraudulent behavior.Harmony Biosciences (HRMY) · Scorpion Capital
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351
The slide uses a Q&A transcript format to highlight potential violations of the Stark Law.Harmony Biosciences (HRMY) · Scorpion Capital
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352
The slide uses highlighted text to emphasize key allegations of regulatory non-compliance and unethical sales practices.Harmony Biosciences (HRMY) · Scorpion Capital
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353
The slide uses a Q&A format to highlight systemic issues and potential regulatory non-compliance regarding speaker programs and off-label prescriptions.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
354
The slide uses highlighted text to emphasize key allegations of off-label promotion and retaliation against employees.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
355
The slide uses a Q&A format to build a narrative of corporate malfeasance.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
356
The slide uses Q&A format to present expert testimony regarding potential regulatory violations and mismanagement.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
358
The slide uses direct quotes from former employees to validate the thesis of market saturation and internal company struggles.Harmony Biosciences (HRMY) · Scorpion Capital
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359
The slide uses a Q&A format to validate the thesis that high-volume prescribers quickly exhaust their patient pool and face insurance hurdles, contradicting potential growth narratives.Harmony Biosciences (HRMY) · Scorpion Capital
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360
Includes verbatim interview transcripts highlighting the 'crash' after initial launch spikes.Harmony Biosciences (HRMY) · Scorpion Capital
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361
The slide uses highlighted text to emphasize key claims about PIPs and quota misalignment.Harmony Biosciences (HRMY) · Scorpion Capital
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362
The slide uses direct quotes from ex-managers to highlight a shift in company culture towards aggressive performance management.Harmony Biosciences (HRMY) · Scorpion Capital
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363
The slide uses a Q&A format to validate the thesis of a slowing business.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
364
The slide uses direct quotes from a KOL to contradict the company's narrative of market growth.Harmony Biosciences (HRMY) · Scorpion Capital
Research note Short seller 1 hit
10
The slide highlights a discrepancy between market cap rank (64th in Japan) and trading volume (top 10 globally), comparing it to tech giants and semiconductor peers.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
11
The slide uses a narrative of 'CEO resignation at peak' as a red flag for potential fraud, citing Enron and Scorpion Capital's analysis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
13
The slide uses screenshots from a corporate video to contrast the 'dream' being sold with the reality of the business model.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
14
The slide uses a narrative of 'the lie that grows' to characterize Lasertec, drawing parallels to Toshiba and Olympus.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
15
The slide uses a narrative of 'accounting fraud' to frame the financial data. The charts show a divergence between high EBIT margins and low/negative free cash flow relative to market cap.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
16
The slide uses a combination of narrative accusation and comparative data visualization to build a case for financial manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
17
The slide highlights a contradiction/evasion by the CFO regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
18
The slide highlights a specific accounting anomaly where 'Finished Goods' are absent from inventory, suggesting potential manipulation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit
19
The text describes an investigative interview where an IR representative admitted the inventory classification is a 'secret' while the photos show finished products being loaded onto trucks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Allegations of accounting irregularitiesLoop · Aha Moment1 hit