Matching slides 110,355
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40,681-40,710 of 110,355

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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 1 hit
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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 1 hit
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The slide serves as a critical analysis of current medical standards, positioning Acutus as a solution to the identified clinical void.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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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 1 hit
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The slide uses a medical imaging sequence to demonstrate the technological superiority of the AcQMap system over Acutus's legacy mapping.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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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 1 hit
05
The slide highlights the competitive disadvantage of small launchers compared to large-scale rideshare providers like SpaceX.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Loop · Analogy1 hit
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This is a text-heavy research note page from Kerrisdale Capital.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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The slide uses a 'villain critique' approach to undermine the credibility of the company's financial forecasts.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Iceberg1 hit
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Includes qualitative testimonials from industry experts to validate the skepticism regarding Astra's launch projections.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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Includes a quote from a 'Mission Manager for a broadband mega-constellation' to undermine Astra's credibility.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
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Uses external quotes from BofA Securities and industry experts to validate the thesis.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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The slide uses a table to contrast Astra's projected costs with SpaceX's current and future costs, arguing that Astra's business model is threatened by the economics of reusability.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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Includes a table comparing SpaceX, Rocket Lab, Virgin Orbit, Relativity, Firefly, ABL, and Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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The slide uses a 'villain critique' approach to undermine the target company's strategic pivot by highlighting market saturation and competitive disadvantage.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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This is a page from a Kerrisdale Capital research report on Astra Space, focusing on the logistical and financial challenges of their business model.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
18
The slide presents specific clinical data points (sample sizes, hit rates, false positives) to undermine the clinical validity of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide argues that CareDx effectively monetized the research process itself, creating a conflict of interest and a circular revenue model.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
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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 Inaction1 hit
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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 Inaction1 hit
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The slide discusses the impact of PAMA rules on Medicare reimbursement and the potential for price competition between Natera and CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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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 Inaction1 hit
05
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 & Complication1 hit
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The slide uses a 'villain_critique' approach to undermine the credibility of the company's management team disclosure.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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Kerrisdale Capital research note criticizing Truth Social's operational performance.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal1 hit
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The slide uses a line chart to show declining app store rankings as evidence of poor performance.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal1 hit
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This is a text-heavy research note page from Kerrisdale Capital.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal1 hit
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The diagram maps Patrick Orlando's roles across various investment firms and SPACs.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
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Includes detailed tables for sources/uses, ownership, valuation, and a stacked bar chart for revenue projections.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit