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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 15,601-15,630
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

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15,601-15,630 of 26,550

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01
Slide 1
The slide uses a narrative structure to justify a long position based on geopolitical tailwinds and valuation arbitrage.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
02
ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
03
The slide provides a narrative summary of the investment thesis, focusing on historical performance and macro-economic drivers.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
04
The slide outlines the investment thesis for ACMR, focusing on the shift toward domestic Chinese semiconductor equipment self-sufficiency and the company's expansion into new product categories and global markets.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
05
The slide argues that ACMR is undervalued across multiple valuation approaches, including peer multiples and DCF.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
06
The slide discusses specific M&A precedents (Applied Materials/Semitool, Lam Research/SEZ, Lam Research/Novellus) to justify the acquisition thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
07
The slide provides a detailed financial table and narrative context on the company's dual-listing structure and competitive positioning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
14
The slide uses a sum-of-parts (SOP) approach to value 'Core' and 'Custom networks' segments separately, then subtracts debt and pension liabilities to arrive at equity value.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
15
Includes a callout box explaining the specific adjustments to EBITDA and CFO guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
16
Includes a valuation table calculating net proceeds and a pro forma impact table on EBITDA, interest, capex, FCF, and net debt.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
17
Includes WACC assumptions and derivation of estimated fair value per share.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
18
Includes mean and median calculations for the peer group.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
19
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
20
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
21
The slide discusses the SEC vs. Andrew Left (Citron Research) case to frame Kerrisdale's own disclosure practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
22
This slide functions as a preemptive legal defense against potential regulatory scrutiny regarding trading practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
02
Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a negative area chart to visualize cumulative cash burn.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide uses a 'hamster wheel' metaphor to describe the fundamental economic challenge of bitcoin mining.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
Includes a quote from a senior industry executive criticizing the sector's focus on growth over efficiency.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide serves as a bridge between qualitative critique of industry management practices and quantitative analysis of unit economics.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
10
The slide argues that Riot's participation in ancillary market programs is economically suboptimal compared to their PPA, suggesting operational constraints (substandard infrastructure) are the real reason for their behavior.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
11
The slide functions as a critique of Riot's business model, framing it as regulatory arbitrage rather than legitimate market participation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
12
This is a research note from Kerrisdale Capital, likely part of a short thesis.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
13
The slide argues that US miners are losing competitive advantage due to rising power costs from AI demand and international competition.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit
14
This is a research note conclusion slide from Kerrisdale Capital regarding Riot Platforms.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit