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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 3,841-3,870
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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3,841-3,870 of 10,649

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11
The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
This is a research note from Kerrisdale Capital criticizing AST SpaceMobile's business model and market sizing.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
This is a research note from Kerrisdale Capital arguing against the investment thesis of AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
This is page 15 of a Kerrisdale Capital short report on AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
16
The slide also includes a brief critique of Apple/Globalstar's regulatory and technical position.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
17
The slide combines a concluding thesis statement with an appendix diagram.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
18
Includes a visual example of a 'Day Pass' user interface and a detailed financial table.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
19
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
20
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
05
The slide uses expert testimony (former NRC commissioner) and comparative data (employee counts) to undermine the company's credibility.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
This slide presents a bearish investment thesis on Oklo, highlighting operational, financial, and supply chain risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
07
Kerrisdale Capital research note; uses specific examples of failed or non-binding agreements (NuScale, Prometheus Hyperscale) to undermine Oklo's valuation.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costs.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
Uses a visual comparison of a single large reactor vs. ten small reactors to illustrate the inefficiency of Oklo's current design path.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a skeptical tone to dismantle the 'economies of series production' thesis for Oklo's business model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Uses a series of quotes from industry experts to undermine the target's financial claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
16
Uses authority-citation framework to undermine the company's technical claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
17
The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRs for data centers.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
19
The slide uses a dual-axis chart (units vs GWe) to illustrate market growth, followed by a critical narrative conclusion.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
20
The slide contains two distinct sections: a technical summary of reactor features and a narrative summary of the SPAC merger history.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
21
The table lists 20 distinct projects, most of which are 'In progress'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
23
Oklo Inc. (OKLO)Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
24
Page 24 of the deck.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit