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Matching slides 79,264
Current window 67,321-67,350
Pages 2,643
Rows per page 30
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67,321-67,350 of 79,264

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Slide 1
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
03
This is a short-seller research note summary.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide includes a detailed financial table and a narrative section highlighting the company's controversial reputation and marketing history.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
07
This is a research note page from Kerrisdale Capital criticizing D-Wave's business model and financial health.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide highlights significant dilution (77% increase in shares) and a disconnect between share price rally and stagnant revenue estimates.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide uses a bridge-like calculation to derive the implied prepayment amount from changes in EBITDA, interest, and Capex guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide argues that the long-term recurring cash benefit is negligible relative to Lumen's current EBITDA.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
The slide uses a sum-of-parts (SOP) approach to value 'Core' and 'Custom networks' segments separately, then subtracts debt and pension liabilities to arrive at equity value.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
15
Includes a callout box explaining the specific adjustments to EBITDA and CFO guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
16
Includes a valuation table calculating net proceeds and a pro forma impact table on EBITDA, interest, capex, FCF, and net debt.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
17
Includes WACC assumptions and derivation of estimated fair value per share.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
18
Includes mean and median calculations for the peer group.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
04
Includes a capitalization table and a 5-year financial projection table.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
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 Inaction1 hit
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costs.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
02
Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a negative area chart to visualize cumulative cash burn.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide uses a 'hamster wheel' metaphor to describe the fundamental economic challenge of bitcoin mining.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
Includes a quote from a senior industry executive criticizing the sector's focus on growth over efficiency.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide serves as a bridge between qualitative critique of industry management practices and quantitative analysis of unit economics.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
13
The slide argues that US miners are losing competitive advantage due to rising power costs from AI demand and international competition.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit
15
The slide contains two distinct charts: a stacked bar chart for capacity growth and a line chart for price correlation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
16
The slide uses a 'preempt_rebuttal' approach by exposing the hidden dilution math behind Riot's acquisition proposal.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit