Matching slides 37,461
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Beat

14,521-14,550 of 37,461

filter-aware
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Uses red arrows and callout boxes to link specific job description text to speculative management concerns.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
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The slide uses a rhetorical question to cast doubt on the company's transparency and relationship status with government entities.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
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The slide uses legal text excerpts to build a case for potential misrepresentation by the company to its lenders.Mercury Systems Inc. (MRCY) · Mercury Systems Inc.
Research note Short seller Beat · The Victory1 hit
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The slide uses the Spruce Point Capital Management logo (the tree) as a visual anchor.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a Bloomberg terminal screenshot to visualize the stock drop event.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses a visual '?' to imply that HTA's 'As If Adjusted' data is missing or hidden, drawing a parallel to BRX's restatement.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a '?' to imply that HTA's data is missing or requires the same forensic adjustment as BRX.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a dual-row timeline structure to contrast public company statements with internal events.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a Bloomberg terminal screenshot to anchor the stock price drop to the specific date of the 8K filing.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a horizontal arrow timeline to map events from May 2014 to December 2015.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 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
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AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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Includes a quote from a former executive and a quote from Carvana's CEO to support the bearish thesis.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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Contains three charts sourced from Cox Automotive.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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The chart highlights a significant drop in days of supply for 2023 compared to previous years, specifically noting a -13% year-over-year change.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
22
Includes market cap, TEV, EV/Sales, EV/Gross Profit, EV/EBITDA, FCF Yield, and Dividend Yield.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
12
The table compares established tech companies against CarMax and Carvana's implied growth rate.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
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Includes standard conflict of interest and non-solicitation language.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
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Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
17
Technical primer on quantum computing concepts relevant to D-Wave.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 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
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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
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Oklo Inc. (OKLO)Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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Page 24 of the deck.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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Discusses the SEC complaint against Andrew Left/Citron Research and Kerrisdale's stance on disclosure standards.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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This slide functions as a legal/regulatory defense, preemptively addressing potential SEC scrutiny regarding trading practices.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit