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slides · global inventory

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

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Matching slides 79,264
Current window 67,351-67,380
Pages 2,643
Rows per page 30
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67,351-67,380 of 79,264

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01
Slide 1
The slide uses a narrative structure to justify a long position based on geopolitical tailwinds and valuation arbitrage.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
05
The slide argues that ACMR is undervalued across multiple valuation approaches, including peer multiples and DCF.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
07
The slide provides a detailed financial table and narrative context on the company's dual-listing structure and competitive positioning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
08
The slide combines a valuation discrepancy argument with a macro-thematic section on Chinese semiconductor self-sufficiency.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
09
The slide discusses the impact of government policy on domestic WFE consumption in China, specifically referencing ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
10
Includes a table comparing revenue growth of Global Big Four vs Chinese Listed Suppliers from 2018-2023.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
12
The slide highlights ACMR's competitive R&D investment levels and technical differentiation in megasonic cleaning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
13
The slide includes a table summarizing SAM expansion by market segment, including Advanced Packaging, ECP, Furnace, Track, and PECVD.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
19
The slide argues that concerns about China WFE market declines are misplaced for ACMR due to its focus on trailing-edge nodes and strong demand in the cleaning segment.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
20
The slide argues that 'first tool' shipments are currently sitting in inventory and will convert to revenue, providing a buffer for future performance.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
21
Includes two tables: one for 2024/2025 revenue analysis and one for multi-year forecast variance vs consensus.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
22
The slide combines financial projections with a qualitative assessment of geopolitical risk.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
23
The slide uses historical revenue data to counter the bear thesis that export restrictions would cripple Chinese semiconductor fab capacity growth.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
26
The table compares a sum-of-the-parts valuation (stake in ACMS) against a DCF-derived future earnings valuation.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
27
Includes a detailed DCF table, valuation bridge, share derivation, and key assumptions.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
01
Slide 1
The slide serves as a high-level investment thesis summary for a short report.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
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
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
22
The slide uses a cost-comparison table to challenge Aurora's economic assumptions, specifically regarding the 'first and last mile' costs.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
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
28
The chart illustrates the cost crossover point between manned and autonomous delivery models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital, focusing on short-selling thesis points regarding Red Cat Holdings.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
07
The slide presents a critical view of Red Cat's history, framing their acquisitions as unsuccessful.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a series of quotes from earnings calls to highlight inconsistency in management's communication regarding the SRR program's financial potential.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
13
Kerrisdale Capital research note critiquing Red Cat Holdings' management claims.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit