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slides · global inventory

Complication

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

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Matching slides 25,056
Current window 10,441-10,470
Pages 836
Rows per page 30
Beat: Complicationclear collectionreset all
18 30 60

Beat

10,441-10,470 of 25,056

filter-aware
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
07
The slide uses red boxes to highlight Spruce Point's adjusted metrics (P/E, Organic Sales Growth, and Adj EPS) which differ from Street estimates.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
08
Globant SA (GLOB)Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
04
The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
02
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
The slide establishes credibility by highlighting firm history, rankings, and a historical table of successful activist campaigns.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
05
Kratos Defense & Security Solutions (KTOS)Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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
02
Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
The chart shows an adjustment to Carvana's GAAP retail GPU to align with CarMax's reporting standards, showing convergence.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
The slide combines qualitative analysis of operational risks with quantitative data on debt maturity and revenue performance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a line chart to illustrate the secular decline across all three product categories (Grow, Nurture, Harvest) over six quarters.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a line chart to visualize segment performance over time, followed by a three-point argument explaining the decline.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
09
Includes two external quotes used to undermine the company's narrative.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 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