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Kerrisdale Capital research note page 6.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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The slide uses a medical diagram to explain the normal electrical function of the heart before introducing the concept of arrhythmia.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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The slide uses a medical illustration to explain the mechanism of action for a surgical procedure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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This is a text-heavy research note page detailing medical trial outcomes and procedural methodologies.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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The slide serves as a technical primer to establish the baseline technology before contrasting it with Acutus's solution.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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The slide highlights the technological superiority of AcQMap's non-contact charge-density mapping over traditional contact mapping methods.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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Includes valuation metrics (EV/Revenue) and market opportunity sizing based on procedure volume and addressable market share.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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This is a text-heavy research note slide summarizing the investment case.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
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Includes footnotes referencing medical literature on atrial fibrillation treatments.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
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The text argues that the business is structurally unprofitable due to high R&D and SG&A costs that do not scale with revenue growth.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 2 hits
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Includes specific footnotes (21, 22) challenging the company's interpretation of the STAR AF II trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
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The slide uses a narrative-heavy format to dismantle the company's growth thesis.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 2 hits
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Slide 1
This is a classic activist short-seller research note cover page.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 2 hits
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This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 2 hits
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The slide uses the NKF guidelines to argue that AlloSure's market is smaller than claimed by CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
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This is a text-heavy research note slide from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
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This is a research note from Kerrisdale Capital criticizing CareDx's AlloSure product, citing clinical literature and expert opinion.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
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This is a research note from Kerrisdale Capital critiquing a medical diagnostic product.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
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Kerrisdale Capital research note criticizing CareDx's AlloSure product efficacy.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
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The slide argues that AlloSure is ineffective for TCMR detection, rendering it useless as a screening tool compared to cheaper alternatives.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
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The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
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This is a research note page from Kerrisdale Capital, focusing on competitive analysis and product obsolescence.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
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This is a research note from Kerrisdale Capital criticizing CareDx's market sizing methodology.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
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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 Inaction2 hits
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Includes a comparison table at the top referencing NVR and O'Reilly Auto as benchmarks.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction2 hits
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Includes a financial table at the top and a risk/response table in the middle.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
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Includes a valuation table with time horizons and catalysts.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
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Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication2 hits
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This slide is part of a short-selling research note by Kerrisdale Capital, focusing on the lack of business fundamentals in TMTG.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique2 hits
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The slide uses a narrative structure to build a case of regulatory misrepresentation by highlighting the overlap between DWAC's IPO process and TMTG merger discussions.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits