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slides · global inventory

Problem Agitate Solution

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

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Matching slides 26,550
Current window 15,541-15,570
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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15,541-15,570 of 26,550

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09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
10
The slide is a text-heavy research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
12
This is a research note from Kerrisdale Capital criticizing CareDx's AlloSure product, citing clinical literature and expert opinion.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
15
The slide argues that AlloSure is ineffective for TCMR detection, rendering it useless as a screening tool compared to cheaper alternatives.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
16
Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
20
The slide uses a narrative structure to undermine the company's growth story by framing it as a 'house of cards'.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
21
The slide argues that CareDx effectively monetized the research process itself, creating a conflict of interest and a circular revenue model.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a billboard metaphor to visually represent the reversal of the firm's previous skeptical stance.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Hypothesis Test1 hit
02
The slide uses a 'mea culpa' narrative style to build credibility for a new investment thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
03
Uses a 'whataboutism' rhetorical strategy to defend CACC's business model against ethical criticism.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
06
Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes a comparison table at the top referencing NVR and O'Reilly Auto as benchmarks.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a 'preempt_rebuttal' structure to address three distinct bear theses: recession sensitivity, AI obsolescence, and credit quality.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
10
Includes a Gordon Growth Model justification and an EPS build-up table.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
11
Includes a financial table at the top and a risk/response table in the middle.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
Includes a valuation table with time horizons and catalysts.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
01
Slide 1
The slide functions as a classic short-seller research note introduction, establishing the thesis and the firm's position.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
02
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
03
This is a short-seller research note summary highlighting red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
04
This is a research note from Kerrisdale Capital regarding a short thesis on DWAC.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
07
This is a research note from Kerrisdale Capital criticizing DWAC/TMTG.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
08
This slide is part of a short-selling research note by Kerrisdale Capital, focusing on the lack of business fundamentals in TMTG.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
09
The slide uses a 'villain_critique' approach to undermine the credibility of the company's management team disclosure.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
08
The slide uses a Q&A format to address market misconceptions about Edgio's relationship with Azure and its business viability.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
09
The slide contrasts past leadership failures with current leadership's forward-looking statements.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
10
The slide contains a mix of operational metrics, board member bios, and financial performance indicators.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit