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Matching slides 42,534
Current window 19,171-19,200
Pages 1,418
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19,171-19,200 of 42,534

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37
The slide uses a red box to highlight the 'Regression' scenario as the primary focus of the activist thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Resolution1 hit
38
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
39
The slide uses a red box and blue arrow to draw attention to the outlier analyst (Goldman Sachs).Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
40
Includes a specific callout table for KIM, BRX, and DDR to illustrate multiple compression.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
41
Uses a 'not equal' symbol to visually contrast high valuation with poor operational performance.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
42
The slide uses a precedent-based valuation approach, comparing the target to REITs in financial decline.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
43
Realty Income Corp (O)Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution1 hit
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
17
The slide discusses geographic diversification of ACMR's customer base, specifically focusing on Intel (US), SK Hynix (South Korea), and UMC (Taiwan).ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
18
The slide includes a table of customer engagements by region and commentary on ACMR's long-term revenue goals.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
19
The slide argues that concerns about China WFE market declines are misplaced for ACMR due to its focus on trailing-edge nodes and strong demand in the cleaning segment.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
20
The slide argues that 'first tool' shipments are currently sitting in inventory and will convert to revenue, providing a buffer for future performance.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
21
Includes two tables: one for 2024/2025 revenue analysis and one for multi-year forecast variance vs consensus.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
22
The slide combines financial projections with a qualitative assessment of geopolitical risk.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
23
The slide uses historical revenue data to counter the bear thesis that export restrictions would cripple Chinese semiconductor fab capacity growth.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
24
The slide serves as a transition from addressing historical short-seller concerns to presenting a valuation thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
26
The table compares a sum-of-the-parts valuation (stake in ACMS) against a DCF-derived future earnings valuation.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
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Includes a detailed DCF table, valuation bridge, share derivation, and key assumptions.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
14
The slide uses a sum-of-parts (SOP) approach to value 'Core' and 'Custom networks' segments separately, then subtracts debt and pension liabilities to arrive at equity value.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
15
Includes a callout box explaining the specific adjustments to EBITDA and CFO guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
16
Includes a valuation table calculating net proceeds and a pro forma impact table on EBITDA, interest, capex, FCF, and net debt.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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Includes WACC assumptions and derivation of estimated fair value per share.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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Includes mean and median calculations for the peer group.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
20
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
21
The slide discusses the SEC vs. Andrew Left (Citron Research) case to frame Kerrisdale's own disclosure practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
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This slide functions as a preemptive legal defense against potential regulatory scrutiny regarding trading practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
13
The slide argues that US miners are losing competitive advantage due to rising power costs from AI demand and international competition.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit
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This is a research note conclusion slide from Kerrisdale Capital regarding Riot Platforms.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit