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slides · global inventory

Source Note

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

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Matching slides 110,355
Current window 40,771-40,800
Pages 3,679
Rows per page 30
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18 30 60

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40,771-40,800 of 110,355

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07
The slide provides a financial snapshot of Aurora Innovation and transitions into a technical history of autonomous vehicle software stacks.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide uses a process diagram to illustrate the flow from sensors to actuators in autonomous vehicles.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
09
This is a text-heavy research note page from Kerrisdale Capital. It critiques the 'modular-architecture' paradigm used by companies like Waymo.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a quote from Aurora's CEO to frame their strategy as a 'quagmire' compared to the industry trend toward end-to-end models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide uses a map to contextualize Aurora's operational footprint in Texas, supporting a thesis about the transferability of autonomous driving capabilities across similar freeway conditions.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
17
Includes a quote from a former Aurora engineer regarding the complexity of mapping warehouse endpoints.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide uses a map to highlight the limited operational area of Aurora's trucks, contrasting this with the company's broader claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide provides context for a critique of Aurora's cost-saving projections by comparing industry-wide ATRI data against specific dry van truck estimates.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
23
The chart shows a 12-year range of the Intermodal Savings Index with specific lines for 2022, 2023, 2024, and 2025.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
24
Includes detailed footnotes explaining the assumptions behind the autonomous trucking constraints (CVSA inspections and terminal queuing).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
25
The chart illustrates the impact of HOS (Hours of Service) limits on OTR trucking efficiency, showing 'kinks' at 750-mile intervals.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
26
Includes a footnote detailing the factors influencing drayage costs (wait times, terminal fees).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
29
The chart shows a dual-axis representation of autonomous fee per mile vs. trip length and autonomous driver proportion of total cost.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
30
The slide uses a bottom-up calculation to challenge Aurora's TAM claims by applying load-weight assumptions to FHWA ton-mile data.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
31
Includes a direct quote from Aurora CEO Chris Urmson regarding hardware costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
36
This is a text-heavy research note page from Kerrisdale Capital. It uses a logical, argumentative structure to dismantle specific claims made by Aurora.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
38
The slide uses a narrative-heavy structure to debunk Aurora's operational and financial projections.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
39
The slide uses map-based evidence to argue that Aurora's terminals are strategically located near major FedEx hubs, despite Aurora's stated focus on long-haul.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
05
Includes detailed capitalization table and financial summary projections through 2028E.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide uses a table to contrast TCO models and then provides a narrative argument against the 'pro-flash' camp's claims regarding HDD performance limitations in AI applications.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
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 Inaction1 hit
08
Includes a financial table and a narrative summary of the company's history and architectural advantages.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
10
Includes two testimonial quotes from industry participants criticizing Pure Storage's TCO analysis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
16
The table compares three storage configurations across technical and financial dimensions to derive a cost multiple relative to HDDs.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
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 Inaction1 hit
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
30
The slide argues that Pure Storage is overvalued compared to its true peers (NetApp) and does not deserve SaaS-like multiples.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
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 Inaction1 hit