anlak storytelling
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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

129,781-129,840 of 319,975

filter-aware
280
The slide presents qualitative evidence in a Q&A format to support a thesis about KLA's competitive positioning against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format highlighting the risk of Lasertec's inventory devaluation due to KLA's potential new product launch.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to highlight the loss of market share for Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents conflicting views from TSMC executives regarding Lasertec's performance and the competitive pressure from KLA's high-NA EUV inspection technology.Lasertec Corporation (6920) · Scorpion Capital
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284
The slide argues that the CHIPS Act forces companies receiving subsidies to source equipment from US-based suppliers, creating a competitive disadvantage for non-US firms like Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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285
The slide presents a series of Q&A-style expert opinions, highlighting the competitive disadvantage Lasertec faces due to US government pressure on major chip manufacturers to favor US-based suppliers.Lasertec Corporation (6920) · Scorpion Capital
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286
This slide serves as a section divider or argument point in an activist short report.Lasertec Corporation (6920) · Scorpion Capital
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287
The slide presents a Q&A format with an industry expert, exposing a gap between public adoption and actual operational reliance on Lasertec's tools.Lasertec Corporation (6920) · Scorpion Capital
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288
The slide uses a Q&A format to expose a technical limitation in Lasertec's market position by highlighting the continued use of KLA's Teron equipment.Lasertec Corporation (6920) · Scorpion Capital
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289
The slide presents a Q&A format to highlight a potential failure in Lasertec's product adoption at a key customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a quote from an industry expert to frame Lasertec's pricing as irrational compared to the Holon alternative.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents expert testimony defending KLA's non-actinic inspection technology against competitors.Lasertec Corporation (6920) · Scorpion Capital
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292
The slide uses a Q&A format to undermine the competitive moat of the target company (Lasertec) by highlighting a substitute product from a competitor (KLA).Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between public perception and private R&D activities of major industry players.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between public claims of using Lasertec's EUV equipment and the actual reliance on older DUV or alternative inspection methods.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to highlight technical limitations of Lasertec's ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format to highlight the limited 'grace period' (2 years) Lasertec has before competitors dominate the market.Lasertec Corporation (6920) · Scorpion Capital
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This is a text-heavy slide presenting a specific allegation of corporate fraud based on site visits.Lasertec Corporation (6920) · Scorpion Capital
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The slide provides details on the acquisition and operational status of the InnoPa facility.Lasertec Corporation (6920) · Scorpion Capital
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299
The slide uses a 'before/after' or 'claim vs reality' structure to expose a contradiction in corporate communications.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses anecdotal evidence from 20 site visits to highlight a lack of security presence, contrasting with the high value of the assets (50 million USD equipment) supposedly housed there.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses on-the-ground investigative reporting to contradict company claims about facility usage.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a screenshot of a LinkedIn post to question the actual utilization of the facility.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a lack of transparency regarding the company's 'Fab 4A' facility, contrasting claims with the refusal to provide visual verification.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between the company's claims and the observer's findings regarding inventory management and facility access.Lasertec Corporation (6920) · Scorpion Capital
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The slide sets up a critique of the 'Innovation Park' project by pointing out the unusually high capital expenditure in 2023.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a stock chart to highlight a 'panic' sell-off and suggests potential accounting fraud or deceptive management practices.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a red box to highlight specific text in the source document that the author claims is suspicious.Lasertec Corporation (6920) · Scorpion Capital
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アクティビストによる経営批判。東芝の居座り条件とレーザーテックの財務状況（借入）を対比させている。Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between the actual ownership structure (Nomura Real Estate Holdings owning the asset via a subsidiary) and the official disclosure stating no related party transactions.Lasertec Corporation (6920) · Scorpion Capital
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310
The slide uses past legal precedents to cast doubt on the integrity of current transactions involving Nomura.Lasertec Corporation (6920) · Scorpion Capital
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The text highlights that investigators could not find permit applications for Lasertec, only for Toshiba's 1997 construction on the same site.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a red box to highlight the company's claim, contrasting it with the activist's observation that no activity is visible.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses yellow highlighting to emphasize specific claims and evasive answers.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses highlighted text to draw attention to specific claims made by management in 2023 and 2024.Lasertec Corporation (6920) · Scorpion Capital
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Scorpion Capitalのショートレポートの一部。現地調査による事実確認と施設構成の分析。Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to undermine the credibility of the company's 'Innovation Park' branding.Lasertec Corporation (6920) · Scorpion Capital
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Field observation report regarding building usage.Lasertec Corporation (6920) · Scorpion Capital
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318
The text describes the site as a 'ghost town' and notes the building was formerly a gymnasium/training facility, casting doubt on Lasertec's claims.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to support a claim of inactivity at the facility.Lasertec Corporation (6920) · Scorpion Capital
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The text argues that the building's exterior does not look like a modern semiconductor fab.Lasertec Corporation (6920) · Scorpion Capital
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321
The slide uses time-lapse photography as evidence to debunk the target's claims about facility usage.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence (time-lapse stills) to contradict an implied claim of high activity or specific operational status at the Fab 4A entrance.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to contradict a potential claim of active staffing at the location.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses field observation to debunk the status of 'Fab 4A' as a true fabrication facility.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses photographic evidence to argue that the facility is largely inactive, contrary to expected operational levels.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to challenge a potential narrative about the facility's operations.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses photographic evidence to contradict a hypothetical operational claim.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to challenge an assumption about waste disposal practices.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a 'before-after' style comparison to cast doubt on corporate claims, specifically using a question mark overlay on the company's own imagery.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to contradict corporate claims about facility capabilities.Lasertec Corporation (6920) · Scorpion Capital
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331
The slide uses visual evidence to undermine the company's operational standards.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to portray the facility as a 'ghost town' due to dust and cobwebs.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a 'fraud-exposure' framework by juxtaposing management quotes against physical site inspection findings.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses visual evidence to debunk the progress of the 'Phase 2' construction project.Lasertec Corporation (6920) · Scorpion Capital
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Slide 1
Includes a YouTube link referencing the film 'Spinal Tap' as a metaphor for the company's technology.Nevro Corp. (NVRO) · Kir Kahlon
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Nevro Corp. (NVRO)Nevro Corp. (NVRO) · Kir Kahlon
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The slide uses yellow highlighting to emphasize the most damaging claims within the quotes.Nevro Corp. (NVRO) · Kir Kahlon
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The slide uses a series of quotes to build a narrative of corporate malfeasance and product failure.Nevro Corp. (NVRO) · Kir Kahlon
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The TOC includes aggressive, thesis-driven descriptions for each section, typical of activist short reports.Nevro Corp. (NVRO) · Kir Kahlon
Activist deck Short seller 1 hit