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decks · corpus

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11 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

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research-note×53_Kerrisdale_Capital×from 2023×clear all
11 results · page 1 of 1
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CoreWeave, Inc. (CRWV)
Research-Note Kerrisdale Capital
CoreWeave, Inc. (CRWV)
2025 30 pp
Pure Storage, Inc. (PSTG)
Research-Note Kerrisdale Capital
Pure Storage, Inc. (PSTG)
2025 35 pp playbook
Aurora Innovation, Inc. (AUR)
Research-Note Kerrisdale Capital
Aurora Innovation, Inc. (AUR)
2025 45 pp
D-Wave Quantum Inc (QBTS)
Research-Note Kerrisdale Capital
D-Wave Quantum Inc (QBTS)
2025 19 pp playbook
ACM Research, Inc. (ACMR)
Research-Note Kerrisdale Capital
ACM Research, Inc. (ACMR)
2025 30 pp playbook
Red Cat Holdings, Inc. (RCAT)
Research-Note Kerrisdale Capital
Red Cat Holdings, Inc. (RCAT)
2025 29 pp
Oklo Inc. (OKLO)
Research-Note Kerrisdale Capital
Oklo Inc. (OKLO)
2024 26 pp playbook
Lumen Technologies (LUMN)
Research-Note Kerrisdale Capital
Lumen Technologies (LUMN)
2024 22 pp playbook
Riot Platforms, Inc. (RIOT)
Research-Note Kerrisdale Capital
Riot Platforms, Inc. (RIOT)
2024 19 pp playbook
Carvana Co. (CVNA)
Research-Note Kerrisdale Capital
Carvana Co. (CVNA)
2024 14 pp playbook
Carvana Co. (CVNA)
Research-Note Kerrisdale Capital
Carvana Co. (CVNA)
2023 24 pp playbook