slides · global inventory
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Matching slides 13,742
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4,441-4,470 of 13,742
03
This is a research note slide highlighting critical risks regarding customer concentration and declining game performance.Skillz, Inc. (SKLZ) · Wolfpack Research
Research note Short seller Beat · Villain Critique1 hit
03
This is a standard risk disclosure page from an equity research note.Atomera Inc. (ATOM) · Richard Shannon
Research note Short seller Beat · DesireLoop · Cost Of Inaction1 hit
50
The slide details a technical shift in semiconductor mask inspection, highlighting a move away from Lasertec's EUV tools toward a combination of DUV (KLA) and E-beam (Holon) technologies.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
51
The slide discusses the technical limitations of Lasertec's EUV inspection tools and highlights competitive alternatives from KLA and Holon.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
213
The slide uses a 'claim-refutation' structure to dismantle the target company's product differentiation narrative.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
04
The slide uses a forensic accounting framework to explain how inventory manipulation leads to overstated earnings.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit
09
The slide uses a 'fraud-exposure' framework to argue that inventory valuation is being manipulated to avoid impairment charges.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide uses strong, accusatory language ('fatally flawed', 'furious', 'terrible') to frame the technical issues as a business crisis.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The StruggleLoop · Aha Moment1 hit
37
The slide uses direct quotes from customer interviews to build a narrative of corporate malfeasance and operational struggle.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
38
The slide presents anecdotal evidence of potential accounting irregularities and operational challenges at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
39
The slide uses anecdotal evidence from a customer (Marvell) to allege financial and operational mismanagement at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
40
The slide presents a series of anecdotal evidence and expert testimony regarding potential accounting and operational issues at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
42
The slide relies heavily on anecdotal evidence from industry executives and field engineers to support the thesis of market exhaustion.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
43
The slide uses expert testimony and specific procurement feedback to dismantle the bull case for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
44
The slide uses a specific customer anecdote to challenge the growth thesis of the company.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
46
The slide uses expert testimony and source interviews to validate the timeline and technical feasibility of KLA's product launch.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
47
The slide uses anecdotal evidence from industry sources to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
48
The slide uses expert testimony and customer sentiment to build a bearish case against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
50
This slide functions as a 'villain critique' or 'expose_contradiction' by highlighting the gap between Lasertec's market claims and customer behavior.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Victory1 hit
04
N/AN/A · 10X EBITDA
Other Short seller 1 hit
09
This is page 9 of a technical guide, formatted as a Q&A document.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
10
This appears to be a page from a financial modeling study guide or course material.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
11
This appears to be a page from a study guide or technical interview prep document.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
13
This is a Q&A style educational slide from a financial modeling guide.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
15
This appears to be a page from a study guide or interview preparation deck.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
16
This is a Q&A style page from a technical guide.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
17
This is a Q&A style page from a technical guide for finance interviews.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
19
This slide serves as a reference guide for financial modeling concepts.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
20
This is a page from a technical guide, formatted as a list of questions and answers.N/A · 10X EBITDA
Other Short seller Loop · Pattern Hunter1 hit
21
The slide uses a Q&A format to explain accounting principles.N/A · 10X EBITDA
Other Short seller 1 hit