slides · global inventory
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Matching slides 118,471
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4,771-4,800 of 118,471
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The slide uses a red border to emphasize the negative findings regarding the CFO's past performance.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Analysis and EvidenceLoop · Hypothesis Test5 hits
43
This is an activist short-seller report slide challenging the technological value proposition of a company's new diagnostic equipment.Heska Corporation (HSKA) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle5 hits
17
The slide uses a red flag icon to emphasize the lack of disclosure regarding Doug Cole's involvement.American Battery Metals Corporation / Comstock Mining Inc. (ABML / LODE) · Ben Axler
Activist deck Short seller Beat · The Monster5 hits
02
Magnite, Inc. (MGNI)Magnite, Inc. (MGNI) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster5 hits
47
The slide uses a two-column layout to present evidence of counterparty risk through news clippings and DOJ press releases.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 5 hits
60
Uses excerpts from company risk factor disclosures to undermine the credibility of the 'Contracted Customer Value' metric.Sunnova Energy International Inc. (NOVA) · Spruce Point Capital Management
Activist deck Short seller 5 hits
100
The slide uses excerpts from various annual reports to demonstrate industry standards for revenue breakdown.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
08
The slide uses bolded headers for each of the five key arguments.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)5 hits
29
Uses a chronological sequence of excerpts from SEC filings to highlight a shift in accounting treatment.Plug Power Inc. (PLUG) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction5 hits
10
Uses red arrow and red text to highlight specific discrepancies in 10-K filings.A.O. Smith Corporation (AOS) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
32
Uses excerpts from a legal filing (Kerry Chambers, et al. vs. Amdocs Limited, et al.) to highlight discrepancies.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller Beat · The StruggleLoop · Golden Circle5 hits
103
The slide uses a 'playbook' framing to link past legal allegations to current investor concerns.Amdocs Limited (DOX) · Ben Axler
Activist deck Short seller 5 hits
50
The slide uses quotes from earnings calls to highlight the shift in strategy and the contradiction between past and present business models.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction5 hits
29
Uses direct quotes from CEO earnings calls to highlight a shift in narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate5 hits
04
The slide outlines the investment thesis for ACMR, focusing on the shift toward domestic Chinese semiconductor equipment self-sufficiency and the company's expansion into new product categories and global markets.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem5 hits
03
The slide uses bolded lead-in phrases for each paragraph to summarize the core argument of that section.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 5 hits
13
The slide uses a narrative of 'Death (Delayed) by a Thousand Cuts' to frame the company's financial trajectory.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction5 hits
17
Uses a 'quote-counter-quote' structure to expose a contradiction between management narrative and operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle5 hits
01
The slide serves as the cover/summary page for a short-seller research report.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · AttentionLoop · Cost Of Inaction5 hits
17
Technical primer on quantum computing concepts relevant to D-Wave.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory5 hits
04
The slide argues that Aurora's scaling challenges are fundamental to its ODD-based approach, contrasting it with Waymo's denser urban model.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 5 hits
05
This is a research note page from a short-seller report criticizing Aurora Innovation's business model and TAM claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 5 hits
15
The slide uses a narrative structure to contrast Aurora's 'self-similarity' highway argument with the slow pace of actual lane expansion.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 5 hits
33
The slide uses anecdotal evidence from industry executives (Continental, PACCAR) to challenge Aurora's business model and technical readiness.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 5 hits
35
The slide uses a transcript excerpt to argue that autonomous trucking requires significant hardware redundancy and maintenance infrastructure, contradicting the 'software-only' business model narrative.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 5 hits
20
The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 5 hits
05
This is a research note page from Kerrisdale Capital analyzing Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 5 hits
09
Includes two external quotes used to undermine the company's narrative.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction5 hits
06
This slide presents a bearish investment thesis on Oklo, highlighting operational, financial, and supply chain risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction5 hits
23
The slide presents a timeline of business development updates from 2022 to 2024, highlighting international sales pipeline growth.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 5 hits