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Matching slides 6,329
Current window 1,681-1,710
Pages 211
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1,681-1,710 of 6,329

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04
This is the primary thesis slide for the short report, outlining the three main pillars of the attack: growth deceleration, cash flow deception, and accounting manipulation.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Hook1 hit
07
Uses expert testimony to build a case against the technical viability of the company's product.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses expert testimony (former JPL physicist, former SpaceX engineer) to undermine the company's technical claims.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
Includes a testimonial/quote from a former OneWeb engineer to bolster the critique.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
Kerrisdale Capital research note criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
This is a research note from Kerrisdale Capital criticizing AST SpaceMobile's business model and market sizing.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
This is a research note from Kerrisdale Capital arguing against the investment thesis of AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
05
The slide functions as a critical assessment of D-Wave's technical claims and market positioning.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
The slide highlights technical limitations of D-Wave's annealing qubits and questions the company's progress in gate-model quantum computing.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
07
This is a research note page from Kerrisdale Capital criticizing D-Wave's business model and financial health.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide highlights significant dilution (77% increase in shares) and a disconnect between share price rally and stagnant revenue estimates.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
Includes two expert testimonials from former D-Wave employees criticizing the technology's efficacy.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide argues that D-Wave's model is not truly scalable or SaaS-like due to the bespoke nature of customer engagements and hardware overhead.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses academic citations to undermine the company's technical claims and highlights a significant price premium.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses expert testimony to undermine the company's core value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
05
The slide uses expert testimony (former NRC commissioner) and comparative data (employee counts) to undermine the company's credibility.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
This slide presents a bearish investment thesis on Oklo, highlighting operational, financial, and supply chain risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
07
Kerrisdale Capital research note; uses specific examples of failed or non-binding agreements (NuScale, Prometheus Hyperscale) to undermine Oklo's valuation.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costs.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
Uses a visual comparison of a single large reactor vs. ten small reactors to illustrate the inefficiency of Oklo's current design path.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a skeptical tone to dismantle the 'economies of series production' thesis for Oklo's business model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Uses a series of quotes from industry experts to undermine the target's financial claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
16
Uses authority-citation framework to undermine the company's technical claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
17
The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRs for data centers.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit