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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 96,741
Current window 68,911-68,940
Pages 3,225
Rows per page 30
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68,911-68,940 of 96,741

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21
The slide uses academic citations to systematically dismantle the company's growth narrative.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
22
The slide uses a bulleted list to systematically dismantle the credibility of a research study.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
23
The slide uses a short-seller research note style to discredit the company's growth narrative and highlight the lack of operating leverage.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
24
The text argues that the business is structurally unprofitable due to high R&D and SG&A costs that do not scale with revenue growth.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
25
Includes specific footnotes (21, 22) challenging the company's interpretation of the STAR AF II trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
26
This slide provides background context on medical device innovation in cardiac ablation, citing specific clinical trials and studies.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
27
The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
The slide discusses the technical advantages of non-contact charge-density mapping over traditional PVI ablation and cites clinical trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
This is a text-heavy research note conclusion page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
The slide uses a narrative-heavy format to dismantle the company's growth thesis.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
33
AtriCure, Inc. (ATRC)AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
This is a classic activist short-seller research note cover page.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
03
This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide argues that AlloSure has high false negative rates for subclinical rejection and that its commercial success is driven by regulatory loopholes rather than clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
05
This is a page from a research report rather than a standard presentation slide, containing dense narrative text and footnotes.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
06
The slide uses the NKF guidelines to argue that AlloSure's market is smaller than claimed by CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a text-heavy research note slide from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
10
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 Inaction1 hit
11
The slide provides a critical narrative on the efficacy of dd-cfDNA testing, highlighting the gap between academic hope and clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
12
This is a research note from Kerrisdale Capital criticizing CareDx's AlloSure product, citing clinical literature and expert opinion.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
13
This is a research note from Kerrisdale Capital critiquing a medical diagnostic product.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
14
Kerrisdale Capital research note criticizing CareDx's AlloSure product efficacy.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
15
The slide argues that AlloSure is ineffective for TCMR detection, rendering it useless as a screening tool compared to cheaper alternatives.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
16
Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
17
The slide uses a box plot to demonstrate the lack of statistical separation between 'No rejection' and 'CMR' groups.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
18
The slide presents specific clinical data points (sample sizes, hit rates, false positives) to undermine the clinical validity of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
19
The slide uses data to challenge the clinical utility and market size of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
20
The slide uses a narrative structure to undermine the company's growth story by framing it as a 'house of cards'.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit