slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
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Slide function
9,901-9,930 of 14,162
01
The slide uses strong, accusatory language to frame the company as a fraudulent entity, drawing parallels to historical Japanese corporate scandals.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & Context1 hit
04
The slide outlines a forensic accounting argument regarding the manipulation of inventory and balance sheet items to artificially boost profit margins.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Situation & ContextLoop · Aha Moment1 hit
06
オリンパス事件を前例として引き合いに出し、レーザーテックの棚卸資産比率が業界平均から大きく乖離していることを強調している。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Loop · Logic Chain1 hit
07
The slide argues that Lasertec's inventory classification (0% finished goods) is a deliberate accounting trick to avoid impairment charges and maintain stock price, supported by anecdotal evidence from IR and photographic evidence.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a forensic accounting argument, specifically highlighting the divergence between reported net income and cash conversion rates as a red flag for potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
09
The slide uses comparative analysis of financial ratios (cash flow to sales/assets) and historical precedents (Toshiba, MagnaChip) to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
10
Scorpion Capitalのレポートに基づく分析。具体的な金額（11億ドル、7億ドル、8億3200万ドル等）を引用し、財務的インパクトを強調。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
17
The slide details a corporate scandal involving the rebranding of 'Isteq' technology as 'Urashima' to hide defects in Lasertec's semiconductor inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
18
The slide contains repetitive text blocks (the first and third bullet points are identical).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
19
The slide presents anecdotal evidence and expert testimony to challenge the viability of Lasertec's current light source strategy.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
20
The slide presents a series of expert testimonies and technical arguments debunking the claims made by Lasertec regarding their ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
21
Fraud exposure / Short thesis research note.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
217
The slide uses highlighted text to emphasize key allegations of illegal payments and the prioritization of financial incentives over clinical evidence.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
219
The slide uses the 'ceo-quote-contradiction' framework to frame the CEO's own words as evidence of unethical business practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
222
Uses testimonial evidence to frame the company's sales practices as unethical and exploitative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
223
The slide uses testimonial quotes to frame the company's business model as exploitative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
224
Uses direct quotes from KOLs to substantiate claims of unethical billing and procedure practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
227
Uses testimonials from former executives and KOLs to support the thesis of financial abuse.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
228
Uses KOL (Key Opinion Leader) quotes to frame the company's business model as exploitative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
229
Uses direct quotes from former employees to build a case of unethical business practices.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
230
Uses testimonial evidence to frame the company's business model as unethical.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
231
The slide uses quotes from KOLs and executives to frame the company's revenue model as exploitative.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
232
The slide uses testimonials to frame the company's business model as predatory.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
233
Uses direct quotes from high-volume implanters to substantiate claims of systemic abuse in specific US regions.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
234
The slide uses a 'villain critique' approach by framing the company's core operational model as a criminal liability.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
235
The slide uses direct quotes from KOLs and high-volume implanters to build a case for regulatory/legal risk regarding the unauthorized practice of medicine.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
236
Uses a quote from a former executive to support the claim of unauthorized medical practice.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
237
The slide uses a screenshot of a social media post as primary evidence to support the claim of unauthorized practice of medicine.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
238
Uses direct quotes from former executives to build a case of regulatory and ethical risk.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit
239
The slide uses a direct quote from a KOL to support the thesis that Nevro reps are overstepping their professional boundaries.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit