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slides · global inventory

Problem Agitate Solution Problem Identify Pain

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 3,748
Current window 2,191-2,220
Pages 125
Rows per page 30
Beat: Problem Agitate Solution Problem Identify Painclear collectionreset all
18 30 60

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2,191-2,220 of 3,748

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The slide uses a list-based structure to present four distinct pillars of the short thesis.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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Slide 1
The slide uses a military targeting metaphor to frame the activist campaign against management.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
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Slide 1
The slide uses a narrative structure to justify a long position based on geopolitical tailwinds and valuation arbitrage.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
02
ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
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The slide provides a narrative summary of the investment thesis, focusing on historical performance and macro-economic drivers.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
04
The slide outlines the investment thesis for ACMR, focusing on the shift toward domestic Chinese semiconductor equipment self-sufficiency and the company's expansion into new product categories and global markets.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
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The slide argues that ACMR is undervalued across multiple valuation approaches, including peer multiples and DCF.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
01
Slide 1
The slide uses a billboard metaphor to visually represent the reversal of the firm's previous skeptical stance.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Hypothesis Test1 hit
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The slide uses a 'mea culpa' narrative style to build credibility for a new investment thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a 'whataboutism' rhetorical strategy to defend CACC's business model against ethical criticism.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses external news headlines as social proof to validate a bullish thesis on Edgio.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Citron Research note using external validation to support a stock recommendation.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a comparative analysis of interest rates to cast doubt on the veracity of Eurofins' financial reporting, drawing a parallel to the Muddy Waters research on NMC Health.Eurofins Scientific SE (ERF) · Muddy Waters Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide functions as a public demand for transparency from a short seller to a target company.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · Problem1 hit
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The slide combines qualitative analysis of operational risks with quantitative data on debt maturity and revenue performance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a line chart to illustrate the secular decline across all three product categories (Grow, Nurture, Harvest) over six quarters.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a line chart to visualize segment performance over time, followed by a three-point argument explaining the decline.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Includes two external quotes used to undermine the company's narrative.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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This is a classic activist short thesis slide, framing the problem as a combination of financial engineering (swaps) and fundamental credit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
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Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
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This slide provides the foundational context for the activist thesis by explaining the core mechanics of the target company's lending business.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
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Slide 1
This is a classic short-seller research note cover/summary page.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
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Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
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The slide uses a negative area chart to visualize cumulative cash burn.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses a 'hamster wheel' metaphor to describe the fundamental economic challenge of bitcoin mining.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Includes a quote from a senior industry executive criticizing the sector's focus on growth over efficiency.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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The slide serves as a bridge between qualitative critique of industry management practices and quantitative analysis of unit economics.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit