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Matching slides 37,461
Current window 14,491-14,520
Pages 1,249
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27
The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
The slide uses a narrative structure to contrast clinical trial data with AtriCure's market claims.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
The slide discusses the technical advantages of non-contact charge-density mapping over traditional PVI ablation and cites clinical trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
This is a text-heavy research note conclusion page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
09
The slide contains two distinct appendix sections.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
10
The second chart includes vertical yellow bars indicating 'IRC launches' and state-specific labels.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
11
The slide contains two distinct data sections: a stacked bar chart showing market penetration by cohort and a valuation table with EV/Sales, EV/EBITDA, and P/E multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
14
Inogen, Inc. (INGN)Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)1 hit
15
Uses a direct quote from a 10Q filing to support the thesis.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)1 hit
16
The slide uses external social proof to undermine the company's reputation.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)1 hit
17
The slide uses external validation (BBB) to frame the company's business model as fraudulent.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)1 hit
18
The slide uses a visual 'gotcha' tactic to undermine a source of data.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)1 hit
12
Includes a specific reference to a 'Fonzi Scheme' analogy regarding One Reverse Mortgages.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
13
Apellis Pharmaceuticals (APLS)Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
06
Includes a screenshot of a Bloomberg terminal-style chart showing T Rowe Price's position in Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
07
This is a research note from Citron Research, historically known for short-selling, pivoting to a bullish stance on Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
08
The slide uses a quote from Munro to pivot from a previous bearish stance to a bullish one, supported by a sensitivity table showing EPS outcomes.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
09
The slide includes a defensive narrative regarding the firm's trading history and a speculative comment on Tesla's earnings release date.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
02
Includes a screenshot of a LinkedIn post by Brett Adcock regarding Figure AI.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
16
Muddy Waters Research activist short report slide.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
26
The slide argues that SoFi's financial reporting relies on aggressive accounting (FV changes, gain on sales) that necessitates constant equity raising.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
27
This is a research note page focusing on forensic accounting critique of SoFi's financial reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
28
Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
07
The slide uses a metaphorical 'dog catching the car' to describe the stock's situation.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
11
Citron Research short thesis slide.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory1 hit
12
Includes a specific note to the reader regarding Peloton's valuation and market expectations.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory1 hit
13
Peloton Interactive (PTON)Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory1 hit