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Slide 1
Kerrisdale Capital research note; long position disclosure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 5 hits
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This is a text-heavy research note page from Kerrisdale Capital, focusing on the technical flaws of current contact-based mapping technologies in cardiac ablation.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 5 hits
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The text highlights specific time-saving metrics (10-15 mins vs 3 mins) and workflow advantages (multiple remappings).Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 5 hits
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This is a standard text-heavy page from a research report rather than a presentation slide.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 5 hits
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This is a text-heavy research note page detailing the 'stumbles' of Acutus Medical and the subsequent resolution of these issues.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 5 hits
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The slide uses a narrative structure to highlight management's lack of preparedness and the inadequacy of their current rocket specifications.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique5 hits
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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 Critique5 hits
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Slide 1
This is a classic short-seller research note cover page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster5 hits
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Research note discussing the technical advantages of PFA over RF/cryoablation and the diagnostic superiority of AcQMap over traditional mapping.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter5 hits
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This is a text-heavy research note conclusion page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction5 hits
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The slide is a text-heavy research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction5 hits
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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 Inaction5 hits
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Uses a combination of legal definitions and emotional framing to establish the villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)5 hits
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Uses a Monopoly 'Go Directly to Jail' card as a visual metaphor for the company's legal risk.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Cost Of Inaction5 hits
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Slide 1
The slide serves as a retrospective performance review of specific short-selling research reports.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · Attention5 hits
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The slide explains the methodology for interpreting a specific public land registry tool.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle5 hits
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The slide uses a narrative structure to build a case of accounting manipulation by comparing booked gains against physical construction status.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory5 hits
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The slide uses a narrative structure to expose potential financial impropriety.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction5 hits
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This slide details a specific financial maneuver involving a superyacht (Hull 607) and related party transactions between Vitek, Polma 1, and CPI PG.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction5 hits
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The slide uses a narrative approach to link regulatory changes to market behavior, citing specific legal cases and expert commentary.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory5 hits
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This is a short-seller research note summary highlighting red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication5 hits
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This is a research note from Kerrisdale Capital criticizing DWAC/TMTG.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique5 hits
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The slide uses a Q&A format to address market misconceptions about Edgio's relationship with Azure and its business viability.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)5 hits
37
The slide details three specific accounting issues related to the de-consolidation and subsequent loan/derivative structures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction5 hits
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Slide 1
Standard legal boilerplate for an investment research firm.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller 5 hits
04
Muddy Waters Research activist deck slide questioning the technical legitimacy of AppLovin's (APP) ad targeting capabilities.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction5 hits
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Muddy Waters Research activist deck slide exposing data collection practices.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 5 hits
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The slide uses a series of quotes and observations to undermine the company's narrative.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction5 hits
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Slide 1
The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction5 hits
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The slide uses a list-based structure to present multiple arguments for a short position.Wayfair (W) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction5 hits