{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 1998, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 1, "slideType": "executive_summary", "function": "summarize", "notes": "Kerrisdale Capital research note; long position disclosure.", "imagePath": "https://imgproxy.kitesheet.com/Xh7tjrjngasFQ4PdTXJF4ogB0Srs6Lv8s4aEo9CcsxQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zODRmZjgyODhkMjMvcDAwMS5qcGc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/1", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/r5lEhg-44WU4l4pHqtrRhucu7J5si0odZnypGAxysAA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zODRmZjgyODhkMjMvcDAwMS5wbmc", "thumbSrc": "https://imgproxy.kitesheet.com/raM4g_Ly2ndPU-HtD0gO2hH6usMbv7uM-XVt-_v-Vnc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zODRmZjgyODhkMjMvcDAwMS5qcGc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/6ahYuzDvg9QX6hCc6i8YaoLcc2ssLDJhaI3uAn7ROAc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zODRmZjgyODhkMjMvcDAwMS5wbmc" }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 2, "slideType": "table_of_contents", "function": "front_matter", "notes": "The text is heavily redacted/corrupted in the source image, but the structure is clearly a table of contents.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/2", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 3, "slideType": "executive_summary", "function": "summarize", "notes": "The text discusses the clinical problem of persistent AF and the technical limitations of existing contact mapping systems like CARTO.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/3", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-3", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 4, "slideType": "other", "function": "diagnose_problem", "notes": "The slide uses a 'before-after' framing (traditional vs. AcQMap) to establish the superiority of the AcQMap technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/4", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-4", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 5, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/5", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-5", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 6, "slideType": "executive_summary", "function": "size_opportunity", "notes": "Kerrisdale Capital research note page 6.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/6", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 7, "slideType": "problem_statement", "function": "frame_problem", "notes": "The slide uses a medical diagram to explain the normal electrical function of the heart before introducing the concept of arrhythmia.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/7", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-7", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 8, "slideType": "other", "function": "establish_context", "notes": "This is a text-heavy research note page providing clinical context for a medical device investment thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/8", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-8", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 9, "slideType": "other", "function": "illustrate_case", "notes": "The slide uses a medical illustration to explain the mechanism of action for a surgical procedure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/9", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-9", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 10, "slideType": "other", "function": "analyze_data", "notes": "This is a text-heavy research note page detailing medical trial outcomes and procedural methodologies.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/10", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-10", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 11, "slideType": "research-note", "function": "diagnose_problem", "notes": "The slide serves as a critical analysis of current medical standards, positioning Acutus as a solution to the identified clinical void.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/11", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-11", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 12, "slideType": "thesis_headline", "function": "establish_context", "notes": "The slide serves as a technical primer to establish the baseline technology before contrasting it with Acutus's solution.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/12", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-12", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 13, "slideType": "thesis_headline", "function": "diagnose_problem", "notes": "This is a text-heavy research note page from Kerrisdale Capital, focusing on the technical flaws of current contact-based mapping technologies in cardiac ablation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/13", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-13", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 14, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide is a text-heavy research note from Kerrisdale Capital critiquing current medical technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/14", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 15, "slideType": "other", "function": "illustrate_case", "notes": "The slide highlights the technological superiority of AcQMap's non-contact charge-density mapping over traditional contact mapping methods.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/15", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-15", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 16, "slideType": "other", "function": "illustrate_case", "notes": "The slide uses a medical imaging sequence to demonstrate the technological superiority of the AcQMap system over Acutus's legacy mapping.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/16", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-16", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 17, "slideType": "thesis_headline", "function": "present_solution", "notes": "The slide uses clinical trial results as evidence to support the investment thesis regarding the efficacy of the AcQMap technology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/17", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-17", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 18, "slideType": "research-note", "function": "cite_precedent", "notes": "The slide discusses a specific clinical study led by Betts and Wong, contrasting its methodology and outcomes with the UNCOVER trial.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/18", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-18", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 19, "slideType": "research-note", "function": "diagnose_problem", "notes": "The text describes a shift from legacy contact mapping to a new, data-driven taxonomy of AF conduction patterns enabled by AcQMap.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/19", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-19", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 20, "slideType": "key_takeaways", "function": "summarize", "notes": "The text highlights specific time-saving metrics (10-15 mins vs 3 mins) and workflow advantages (multiple remappings).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/20", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-20", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 21, "slideType": "other", "function": "summarize", "notes": "This is a text-heavy research note slide summarizing qualitative feedback from Electrophysiologists (EPs).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/21", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-21", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 22, "slideType": "valuation_table", "function": "size_opportunity", "notes": "Includes valuation metrics (EV/Revenue) and market opportunity sizing based on procedure volume and addressable market share.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/22", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-22", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 23, "slideType": "other", "function": "establish_context", "notes": "This is a standard text-heavy page from a research report rather than a presentation slide.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/23", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-23", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 24, "slideType": "thesis_headline", "function": "summarize", "notes": "The slide uses a narrative structure to explain a past financial performance dip while projecting future market growth for Acutus Medical.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/24", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-24", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 25, "slideType": "other", "function": "diagnose_problem", "notes": "This is a text-heavy research note page detailing the 'stumbles' of Acutus Medical and the subsequent resolution of these issues.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/25", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-25", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 26, "slideType": "other", "function": "summarize", "notes": "This is a standard text-heavy research report page rather than a traditional presentation slide.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/26", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-26", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 27, "slideType": "executive_summary", "function": "summarize", "notes": "This is a text-heavy research note slide summarizing the investment case.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/27", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-27", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 28, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/28", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-17b017c6aac8", "docSlug": "384ff8288d23", "documentTitle": "Acutus Medical Inc. (AFIB)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2021-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 29, "slideType": "appendix_disclosure", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-17b017c6aac8/29", "deckHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-17b017c6aac8#slide-29", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 18, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide presents specific clinical data points (sample sizes, hit rates, false positives) to undermine the clinical validity of the AlloSure test.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/18", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-18", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 19, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide uses data to challenge the clinical utility and market size of the AlloSure test.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/19", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-19", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 20, "slideType": "thesis_headline", "function": "expose_contradiction", "notes": "The slide uses a narrative structure to undermine the company's growth story by framing it as a 'house of cards'.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/20", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-20", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 20, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "53f4304d-8473-4710-ba17-ffce7b46b188", "evidence": "The document presents a big bet on AlloSure's vulnerability to competition and Medicare risk", "position": 1, "objective": "Present a big bet on AlloSure's vulnerability", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 21, "from": 20, "beatId": "3dee3f50-5569-4b10-9a72-f52aa22133b7", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Thesis Headline", "beatSlug": null, "evidence": "Slides 20-21 present the thesis on AlloSure's revenue and vulnerability", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 21, "slideType": "research-note", "function": "expose_contradiction", "notes": "The slide argues that CareDx effectively monetized the research process itself, creating a conflict of interest and a circular revenue model.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/21", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-21", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 20, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "53f4304d-8473-4710-ba17-ffce7b46b188", "evidence": "The document presents a big bet on AlloSure's vulnerability to competition and Medicare risk", "position": 1, "objective": "Present a big bet on AlloSure's vulnerability", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 21, "from": 20, "beatId": "3dee3f50-5569-4b10-9a72-f52aa22133b7", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Thesis Headline", "beatSlug": null, "evidence": "Slides 20-21 present the thesis on AlloSure's revenue and vulnerability", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 22, "slideType": "appendix_data", "function": "analyze_data", "notes": "The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/22", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-22", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 20, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "53f4304d-8473-4710-ba17-ffce7b46b188", "evidence": "The document presents a big bet on AlloSure's vulnerability to competition and Medicare risk", "position": 1, "objective": "Present a big bet on AlloSure's vulnerability", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 23, "slideType": "villain_critique", "function": "name_villain", "notes": "This is a research note page from Kerrisdale Capital, focusing on competitive analysis and product obsolescence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/23", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-23", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 20, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "53f4304d-8473-4710-ba17-ffce7b46b188", "evidence": "The document presents a big bet on AlloSure's vulnerability to competition and Medicare risk", "position": 1, "objective": "Present a big bet on AlloSure's vulnerability", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 24, "slideType": "research-note", "function": "analyze_data", "notes": "The slide discusses the impact of PAMA rules on Medicare reimbursement and the potential for price competition between Natera and CareDx.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/24", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-24", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 20, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "53f4304d-8473-4710-ba17-ffce7b46b188", "evidence": "The document presents a big bet on AlloSure's vulnerability to competition and Medicare risk", "position": 1, "objective": "Present a big bet on AlloSure's vulnerability", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 25, "slideType": "thesis_headline", "function": "diagnose_problem", "notes": "This is a research note from Kerrisdale Capital criticizing CareDx's market sizing methodology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/25", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-25", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" }, { "to": 25, "from": 20, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "53f4304d-8473-4710-ba17-ffce7b46b188", "evidence": "The document presents a big bet on AlloSure's vulnerability to competition and Medicare risk", "position": 1, "objective": "Present a big bet on AlloSure's vulnerability", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 26, "slideType": "research-note", "function": "analyze_data", "notes": "This is a text-heavy research note page from a Kerrisdale Capital report.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/26", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-26", "loopMatches": [ { "to": 26, "from": 4, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "6ece1bb9-6dc2-4b36-a983-1e6b3a2a754d", "evidence": "The document emphasizes the risks of not acting on AlloSure's ineffectiveness", "position": 0, "objective": "Highlight the cost of inaction for investors", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 27, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "The slide uses a 'Valuing CareDx like Natera' comparison to justify a -70% downside estimate.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/27", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-27", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 28, "slideType": "disclaimer", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/28", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-28", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-0c85e40ec39b", "docSlug": "9b248b07037e", "documentTitle": "CareDx, Inc. (CDNA)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2019-07-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 29, "slideType": "appendix_disclosure", "function": "other", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-0c85e40ec39b/29", "deckHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-0c85e40ec39b#slide-29", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 1, "slideType": "executive_summary", "function": "summarize", "notes": "The slide functions as a classic short-seller research note introduction, establishing the thesis and the firm's position.", "imagePath": "https://imgproxy.kitesheet.com/KtbIB0zKEcOkDqGc1IktYf_2yrWob9_3LV5JfSrcCWo/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kYmQ3MDk0NWM4MTAvcDAwMS5wbmc", "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/1", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "1ca052b3-0794-4c32-b8f8-c7acd17e67b8", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The executive summary and company overview highlighting the issues", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/aE4LddmaLWBmEDVPEh_lBuEiLsGE2HkB6miym085LPU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kYmQ3MDk0NWM4MTAvcDAwMS5qcGc", "thumbSrc": "https://imgproxy.kitesheet.com/PFKNNB-0lS8UsVSf-G6hBKp01BGPLQ1ZuK0v9o4rtdw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kYmQ3MDk0NWM4MTAvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/XDmgHb5P0EjbzUvtg6bc2EZ5mgu_SEFWi2kOOgEIgdQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kYmQ3MDk0NWM4MTAvcDAwMS5qcGc" }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 2, "slideType": "table_of_contents", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/2", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "1ca052b3-0794-4c32-b8f8-c7acd17e67b8", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The executive summary and company overview highlighting the issues", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 3, "slideType": "executive_summary", "function": "summarize", "notes": "This is a short-seller research note summary highlighting red flags.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/3", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "1ca052b3-0794-4c32-b8f8-c7acd17e67b8", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The executive summary and company overview highlighting the issues", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 4, "slideType": "executive_summary", "function": "frame_situation", "notes": "This is a research note from Kerrisdale Capital regarding a short thesis on DWAC.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/4", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "1ca052b3-0794-4c32-b8f8-c7acd17e67b8", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The executive summary and company overview highlighting the issues", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 5, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "Includes a quote from a former SEC official to bolster the bearish thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/5", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 1, "beatId": "1ca052b3-0794-4c32-b8f8-c7acd17e67b8", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The executive summary and company overview highlighting the issues", "position": 0, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 6, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This is a research note from Kerrisdale Capital focusing on regulatory risks and SPAC merger delays.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/6", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-6", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 7, "slideType": "villain_critique", "function": "expose_contradiction", "notes": "This is a research note from Kerrisdale Capital criticizing DWAC/TMTG.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/7", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 9, "from": 7, "beatId": "a18ccd65-7f5a-4772-aee4-9483ab93ccc3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The critique of TMTG's media business and technology team", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 8, "slideType": "villain_critique", "function": "name_villain", "notes": "This slide is part of a short-selling research note by Kerrisdale Capital, focusing on the lack of business fundamentals in TMTG.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/8", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 9, "from": 7, "beatId": "a18ccd65-7f5a-4772-aee4-9483ab93ccc3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The critique of TMTG's media business and technology team", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 9, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a 'villain_critique' approach to undermine the credibility of the company's management team disclosure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/9", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 9, "from": 7, "beatId": "a18ccd65-7f5a-4772-aee4-9483ab93ccc3", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Villain Critique", "beatSlug": null, "evidence": "The critique of TMTG's media business and technology team", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 10, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "The slide uses a narrative approach to link past regulatory actions against ARC Global to the current DWAC situation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/10", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-10", "loopMatches": [ { "to": 14, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "02f5beba-4521-488d-9114-ee3415f3b08d", "evidence": "The discussion of the SEC's authority and motive to block the merger", "position": 0, "objective": "What are the consequences of not blocking the merger?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 11, "slideType": "other", "function": "name_villain", "notes": "The slide uses a narrative approach to expose potential conflicts of interest and regulatory red flags.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/11", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-11", "loopMatches": [ { "to": 14, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "02f5beba-4521-488d-9114-ee3415f3b08d", "evidence": "The discussion of the SEC's authority and motive to block the merger", "position": 0, "objective": "What are the consequences of not blocking the merger?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 12, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This is a text-heavy research note slide focusing on investigative findings regarding corporate relationships.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/12", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-12", "loopMatches": [ { "to": 14, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "02f5beba-4521-488d-9114-ee3415f3b08d", "evidence": "The discussion of the SEC's authority and motive to block the merger", "position": 0, "objective": "What are the consequences of not blocking the merger?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 15, "from": 12, "beatId": "077b76b9-5794-4341-aa90-26d11215b194", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The exposure of undisclosed conflicts and regulatory non-compliance", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 13, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a direct excerpt from a court filing (Case No. 1:21-cv-02279-JPC) to support the claim of undisclosed conflicts.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/13", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-13", "loopMatches": [ { "to": 14, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "02f5beba-4521-488d-9114-ee3415f3b08d", "evidence": "The discussion of the SEC's authority and motive to block the merger", "position": 0, "objective": "What are the consequences of not blocking the merger?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 15, "from": 12, "beatId": "077b76b9-5794-4341-aa90-26d11215b194", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The exposure of undisclosed conflicts and regulatory non-compliance", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 14, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "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 discussions.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/14", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-14", "loopMatches": [ { "to": 14, "from": 10, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "02f5beba-4521-488d-9114-ee3415f3b08d", "evidence": "The discussion of the SEC's authority and motive to block the merger", "position": 0, "objective": "What are the consequences of not blocking the merger?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 15, "from": 12, "beatId": "077b76b9-5794-4341-aa90-26d11215b194", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The exposure of undisclosed conflicts and regulatory non-compliance", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 15, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "This is a text-heavy research note slide detailing a timeline of events to suggest potential misconduct.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/15", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-15", "loopMatches": [], "arcBeatMatches": [ { "to": 15, "from": 12, "beatId": "077b76b9-5794-4341-aa90-26d11215b194", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "The exposure of undisclosed conflicts and regulatory non-compliance", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 16, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This is a text-heavy research note slide from Kerrisdale Capital arguing against the legitimacy of the DWAC-TMTG merger.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/16", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-16", "loopMatches": [], "arcBeatMatches": [ { "to": 19, "from": 16, "beatId": "f33948a6-2c16-404d-aa22-4bb470ad8d43", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The anticipation and rebuttal of potential counterarguments", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 17, "slideType": "villain_critique", "function": "name_villain", "notes": "Kerrisdale Capital research note criticizing Truth Social's operational performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/17", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 19, "from": 16, "beatId": "f33948a6-2c16-404d-aa22-4bb470ad8d43", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The anticipation and rebuttal of potential counterarguments", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 18, "slideType": "villain_critique", "function": "name_villain", "notes": "The slide uses a line chart to show declining app store rankings as evidence of poor performance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/18", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 19, "from": 16, "beatId": "f33948a6-2c16-404d-aa22-4bb470ad8d43", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The anticipation and rebuttal of potential counterarguments", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b98-185c8a5e84a0", "docSlug": "dbd70945c810", "documentTitle": "Digital World Acquisition Corp (DWAC)", "authorId": "53_Kerrisdale_Capital", "authorName": "Kerrisdale Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-04-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 19, "slideType": "preempt_rebuttal", "function": "preempt_rebuttal", "notes": "This is a text-heavy research note page from Kerrisdale Capital.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b98-185c8a5e84a0/19", "deckHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0", "deckAnchorHref": "/decks/019dd923-622c-750b-8b98-185c8a5e84a0#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 19, "from": 16, "beatId": "f33948a6-2c16-404d-aa22-4bb470ad8d43", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Preempt Rebuttal", "beatSlug": null, "evidence": "The anticipation and rebuttal of potential counterarguments", "position": 3, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }