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Kerrisdale Capital · research-note

Digital World Acquisition Corp (DWAC)

27 pages · 4 arc beats · 2 loops

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Digital World Acquisition Corp (DWAC)

Kerrisdale Capital · 2022-04
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 39 hits
— 0/5 slides
60% 3/5 slides 40% 2/5 slides 100% 5/5 slides
— 0/5 slides
Villain Critique 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits
— 0/3 slides
— 0/3 slides
66.7% 2/3 slides 100% 3/3 slides
— 0/3 slides
Expose Contradiction 4 slides 100% 4/4 slides 100% 4/4 slides · 27 hits
— 0/4 slides
— 0/4 slides
50% 2/4 slides 100% 4/4 slides 75% 3/4 slides Preempt Rebuttal 4 slides 100% 4/4 slides 100% 4/4 slides · 31 hits
— 0/4 slides
— 0/4 slides
25% 1/4 slides 100% 4/4 slides
— 0/4 slides

Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
The slide functions as a classic short-seller research note introduction, establishing the thesis and the firm's position.summarize
Open slide detailBeat · Problem & Complication
02
front_matter
Open slide detailBeat · Problem & Complication
03
This is a short-seller research note summary highlighting red flags.summarize
Open slide detailBeat · Problem & Complication
04
This is a research note from Kerrisdale Capital regarding a short thesis on DWAC.frame_situation
Open slide detailBeat · Problem & Complication
05
Includes a quote from a former SEC official to bolster the bearish thesis.show_valuation_bridge
Open slide detailBeat · Problem & Complication
06
This is a research note from Kerrisdale Capital focusing on regulatory risks and SPAC merger delays.preempt_rebuttal
Open slide detail
07
This is a research note from Kerrisdale Capital criticizing DWAC/TMTG.expose_contradiction
Open slide detailBeat · Villain Critique
08
This slide is part of a short-selling research note by Kerrisdale Capital, focusing on the lack of business fundamentals in TMTG.name_villain
Open slide detailBeat · Villain Critique
09
The slide uses a 'villain_critique' approach to undermine the credibility of the company's management team disclosure.name_villain
Open slide detailBeat · Villain Critique
10
The slide uses a narrative approach to link past regulatory actions against ARC Global to the current DWAC situation.preempt_rebuttal
Open slide detailLoop · Cost Of Inaction
11
The slide uses a narrative approach to expose potential conflicts of interest and regulatory red flags.name_villain
Open slide detailLoop · Cost Of Inaction
12
This is a text-heavy research note slide focusing on investigative findings regarding corporate relationships.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
13
Includes a direct excerpt from a court filing (Case No. 1:21-cv-02279-JPC) to support the claim of undisclosed conflicts.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
14
The slide uses a narrative structure to build a case of regulatory misrepresentation by highlighting the overlap between DWAC's IPO process and TMTG merger discexpose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Cost Of Inaction
15
This is a text-heavy research note slide detailing a timeline of events to suggest potential misconduct.expose_contradiction
Open slide detailBeat · Expose Contradiction
16
This is a text-heavy research note slide from Kerrisdale Capital arguing against the legitimacy of the DWAC-TMTG merger.preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
17
Kerrisdale Capital research note criticizing Truth Social's operational performance.name_villain
Open slide detailBeat · Preempt Rebuttal
18
The slide uses a line chart to show declining app store rankings as evidence of poor performance.name_villain
Open slide detailBeat · Preempt Rebuttal
19
This is a text-heavy research note page from Kerrisdale Capital.preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
20
The slide uses a narrative structure to expose the 'sordid' nature of the PIPE deal, framing it as a mechanism for institutional profit at the expense of retailexpose_contradiction
Open slide detail
21
This is a narrative-heavy slide from a short-seller research report (Kerrisdale Capital) focusing on regulatory risk.name_villain
Open slide detail
22
The diagram maps Patrick Orlando's roles across various investment firms and SPACs.appendix
Open slide detailLoop · Mece Breakdown
23
appendix
Open slide detailLoop · Mece Breakdown
24
The slide uses a table format to present a timeline of events from June 2021 to February 2022.summarize
Open slide detailLoop · Mece Breakdown
25
Includes detailed tables for sources/uses, ownership, valuation, and a stacked bar chart for revenue projections.analyze_data
Open slide detailLoop · Mece Breakdown
26
other
Open slide detail
27
other
Open slide detail