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slides · global inventory

Hook

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Matching slides 6,329
Current window 1,651-1,680
Pages 211
Rows per page 30
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1,651-1,680 of 6,329

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Slide 1
This is a classic short-seller research note cover page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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AtriCure, Inc. (ATRC)AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a strong thesis-driven opening statement typical of short-seller research reports.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses a narrative structure to discredit the CONVERGE IDE trial results by highlighting procedural flaws and superior alternatives.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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Short-seller research note page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
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This is a research note page from Kerrisdale Capital, acting as a short-seller thesis document.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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The slide uses external data from Cox Automotive to support a thesis about vehicle pricing trends and their impact on company financial reporting.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect1 hit
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The slide uses a bridge-style reconciliation table to strip out non-recurring items from GPU.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect1 hit
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The slide uses a detailed debt schedule to challenge management's liquidity narrative.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a table to highlight the discrepancy between reported liquidity and actual usable cash, followed by a narrative analysis of inventory age constraints.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide critiques the company's reliance on asset-backed financing for liquidity, specifically questioning the valuation and encumbrance of real estate assets.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a narrative of 'Death (Delayed) by a Thousand Cuts' to frame the company's financial trajectory.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
Slide 1
The slide serves as the cover/summary page for a short-seller research report.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · AttentionLoop · Cost Of Inaction1 hit
03
Uses a combination of legal definitions and emotional framing to establish the villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)1 hit
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Uses a 'vs' visual comparison to contrast old-fashioned oxygen tanks with portable concentrators.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
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The slide uses a provocative title and an image of an elderly person to emphasize the 'deceive the sick elderly' claim.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
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The slide uses screenshots of Google search results to demonstrate the dominance of 1st Class Medical's paid advertising strategy.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
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The slide uses a transcript format to frame the company's sales tactics as deceptive.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
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The slide uses a quote from a regulatory filing to frame the subject's business practices as predatory.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
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The slide uses a 'jumped the shark' idiom to frame the drug's clinical reception as having peaked and begun a decline in credibility.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses a 'Moneyball' quote to frame the argument against the drug's clinical performance.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses screenshots of a presentation to illustrate the doctor's arguments, which Citron then undermines by pointing out financial incentives.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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Includes a screenshot of a presentation slide from Dr. William Johnson and a donut chart showing 83% vs 17% sentiment.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a narrative-driven structure to build credibility for the investment thesis.Nebius Group (NBIS) · Citron Research
Research note Short seller Beat · AttentionLoop · Golden Circle1 hit
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Slide 1
The slide serves as a retrospective performance review of specific short-selling research reports.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · Attention1 hit
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Slide 1
The slide uses a 'Forbes 30 under 30' cover as a visual anchor for the 'curse' narrative.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · HookLoop · Cost Of Inaction1 hit
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The slide serves as an executive summary/introductory thesis for a short report.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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This is a research note from Citron Research criticizing Peloton's competitive moat regarding its hardware.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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Includes a specific example of a competitor's (ProForm) aggressive pricing strategy to illustrate market saturation.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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Uses an analogy to Netflix/DirectTV to highlight the perceived flaw in Peloton's pricing strategy.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit