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Kerrisdale Capital · research-note

AST SpaceMobile, Inc. (ASTS)

20 pages · 3 arc beats · 2 loops

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AST SpaceMobile, Inc. (ASTS)

Kerrisdale Capital · 2022-09
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

3
coverage by narrative range · generated from this deck JSON
Narrative range 14 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 8 slides 100% 8/8 slides 100% 8/8 slides · 58 hits
— 0/8 slides
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62.5% 5/8 slides 100% 8/8 slides 100% 8/8 slides · 10 hits The Struggle 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
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50% 1/2 slides 100% 2/2 slides
— 0/2 slides
The Victory 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits
— 0/4 slides
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100% 4/4 slides
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Slide inventory

20
every slide · same image gating as the playbook
01
Slide 1
This is a classic short-seller research note introduction.summarize
Open slide detail
02
This slide serves as a summary of the investment thesis (short position) and includes a formal legal disclaimer.expose_contradiction
Open slide detail
03
front_matter
Open slide detail
04
The slide uses bolded action-oriented headers for each paragraph to summarize key points of the investment thesis.summarize
Open slide detail
05
Includes a capitalization table and a summary financial forecast table.establish_context
Open slide detail
06
This is a research note page from Kerrisdale Capital criticizing AST SpaceMobile.diagnose_problem
Open slide detail
07
Uses expert testimony to build a case against the technical viability of the company's product.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
08
The slide uses expert testimony (former JPL physicist, former SpaceX engineer) to undermine the company's technical claims.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
09
Includes a testimonial/quote from a former OneWeb engineer to bolster the critique.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
10
Kerrisdale Capital research note criticizing AST SpaceMobile.diagnose_problem
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
11
The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.expose_contradiction
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
13
This is a research note from Kerrisdale Capital criticizing AST SpaceMobile's business model and market sizing.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
14
This is a research note from Kerrisdale Capital arguing against the investment thesis of AST SpaceMobile.name_villain
Open slide detailBeat · The MonsterLoop · Cost Of Inaction
15
This is page 15 of a Kerrisdale Capital short report on AST SpaceMobile.compare_peers
Open slide detailBeat · The Struggle
16
The slide also includes a brief critique of Apple/Globalstar's regulatory and technical position.preempt_rebuttal
Open slide detailBeat · The Struggle
17
The slide combines a concluding thesis statement with an appendix diagram.appendix
Open slide detailBeat · The Victory
18
Includes a visual example of a 'Day Pass' user interface and a detailed financial table.analyze_data
Open slide detailBeat · The Victory
19
other
Open slide detailBeat · The Victory
20
other
Open slide detailBeat · The Victory