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Matching slides 118,471
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33,751-33,780 of 118,471
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The slide uses a series of bulleted arguments to build a case for business deterioration, culminating in a mention of regulatory/legal issues.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
15
This is a classic activist short thesis slide, combining qualitative reputational risks with quantitative data points on KOL abandonment and insider selling.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
06
The slide uses a mix of qualitative narrative and quantitative probability scenarios to build a bearish case.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
09
The slide uses a 'Warning' header to frame the first section as a red flag regarding accounting integrity.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
22
Uses quotes from CEOs of Pernod Ricard and Diageo to support the argument of market saturation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
01
Visual metaphor of a malfunctioning robot vacuum causing a fire in a living room.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 2 hits
11
Part of an activist short thesis presentation by Spruce Point Capital.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
13
Uses a 'Sign' framework to identify market irrationality; provides a detailed quantitative breakdown to debunk the 'robotics acquisition' narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
53
The slide uses a red flag icon to signal caution regarding accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
60
This is a classic activist short thesis slide, framing the company's core business as failing and its growth prospects as negligible.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
09
The slide uses a hub-and-spoke diagram to link the parent company to specific areas of concern and tainted acquisitions.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem2 hits
27
The slide uses a stacked bar chart to show cumulative spending and a simple bar chart for R&D intensity, aiming to expose a discrepancy in Kratos's reported investment levels.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate2 hits
27
The table demonstrates that autonomous trucking struggles to compete with manned OTR trucking due to the fixed $1000 drayage cost, especially on shorter routes.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
42
This slide serves as a bearish argument against Aurora's valuation by comparing it to leaner competitors and questioning the total addressable market size.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
01
This is a short-seller research note cover page.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
05
Includes detailed capitalization table and financial summary projections through 2028E.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
06
Includes a map visualization of US and European data center locations.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
07
Includes a technical stack diagram of CoreWeave's platform.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
09
The slide includes a detailed table of 111+ emerging Neocloud providers and 20 sovereign Neoclouds, highlighting the fragmented nature of the market.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
12
Includes a red dashed annotation highlighting the EBIT margin decline.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
26
The table highlights the significant infrastructure footprint advantage held by hyperscalers compared to CoreWeave.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
07
The slide uses a short-thesis framework, contrasting Pure's performance with NetApp's.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
11
The slide uses a visual comparison chart to illustrate Pure's TCO argument, which the author then proceeds to debunk.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
18
Includes a testimonial from a data storage product manager at a leading hyperscaler to support the argument.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction2 hits
19
Contains multiple expert testimonials and references to specific industry studies (Microsoft, Alibaba, Meta).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction2 hits
21
The slide uses a SanDisk chart to critique Pure Storage's reliance on Moore's Law as a guarantee for future cost reductions.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction2 hits
31
Includes a peer comparison table and a specific price target derivation table.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction2 hits
32
Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction2 hits