Matching slides 3,034
Current window 1,681-1,710
Pages 102
Rows per page 30
Slide type: Testimonialclear collectionreset all

Slide type

1,681-1,710 of 3,034

filter-aware
12
The slide uses red highlighting to emphasize critical phrases within the expert quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
The slide uses red highlighting to emphasize negative sentiment in the quotes.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal1 hit
98
The slide uses a Q&A format to present expert testimony regarding inventory build-up and valuation concerns.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
116
Uses Q&A format to validate claims about machine reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
133
The slide uses a Q&A format to validate the thesis that the product has a significant hidden cost of ownership.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
186
The slide uses a Q&A format to validate the thesis that Lasertec's tools are failing to meet customer needs regarding pellicle inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
200
Includes a Q&A transcript excerpt highlighting the frustration of Intel's head of EUV mask inspection.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
211
The slide uses a Q&A format to highlight negative expert sentiment regarding product reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
213
The slide uses a Q&A format to validate the thesis that KLA is displacing Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
227
The slide uses expert consultation quotes to validate a short thesis against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
230
The slide uses direct quotes to build a narrative of reputational damage and product failure.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
248
The slide uses a Q&A format to validate claims about product liability and inventory pile-up.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
274
The slide presents two distinct expert testimonials supporting the thesis that KLA is better positioned than Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
276
The slide uses direct quotes from industry experts to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
277
The slide uses direct quotes from industry experts to build a narrative of market opportunity for KLA.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
291
The slide uses expert testimony to preempt the argument that actinic inspection is strictly required for EUV masks.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
47
The slide uses red highlighting to emphasize negative sentiment in the interview quotes.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
54
The slide uses red highlighting to emphasize critical negative sentiment and key points within the interview quotes.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
42
The slide uses a 'villain critique' style to highlight product failure and user friction.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
43
The slide uses highlighted text to emphasize key points of friction and resistance.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
44
The slide uses a 'villain' framing technique to highlight product deficiencies through expert testimony.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
45
The slide uses a Q&A format to validate the difficulty of the instrument and the resulting headcount requirement.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
47
The slide uses a Q&A format to expose the failure of the Berkeley Lights system to deliver on its value proposition.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
48
The slide uses a series of quotes to undermine the 'revolutionary' marketing of the BLI system.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
49
The slide uses direct quotes from an expert consultation to undermine the company's market positioning.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
50
The slide uses a 'villain critique' style to highlight the failure of the product to achieve operational status within a major pharma account.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
52
The slide highlights the 'status quo bias' and 'loss aversion' among scientists.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
53
The slide uses a series of pull-quotes to highlight specific pain points and resistance from potential end-users.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
54
The slide uses direct quotes to frame the problem of usability and ecosystem integration.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit
56
The slide uses a series of bulleted quotes to build a case against the company's current go-to-market strategy.Berkeley Lights (BLI) · Scorpion Capital
Research note Short seller Beat · Exposure of Contradictions1 hit