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Matching slides 96,741
Current window 69,031-69,060
Pages 3,225
Rows per page 30
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69,031-69,060 of 96,741

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01
Slide 1
This is a classic short-seller research note introduction.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
02
This slide serves as a summary of the investment thesis (short position) and includes a formal legal disclaimer.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide uses bolded action-oriented headers for each paragraph to summarize key points of the investment thesis.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
06
This is a research note page from Kerrisdale Capital criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
07
Uses expert testimony to build a case against the technical viability of the company's product.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses expert testimony (former JPL physicist, former SpaceX engineer) to undermine the company's technical claims.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
Includes a testimonial/quote from a former OneWeb engineer to bolster the critique.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
Kerrisdale Capital research note criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
This is a research note from Kerrisdale Capital criticizing AST SpaceMobile's business model and market sizing.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
This is a research note from Kerrisdale Capital arguing against the investment thesis of AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
This is page 15 of a Kerrisdale Capital short report on AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
16
The slide also includes a brief critique of Apple/Globalstar's regulatory and technical position.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
17
The slide combines a concluding thesis statement with an appendix diagram.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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 Inaction1 hit
14
The slide uses a scenario table to demonstrate that Carvana's current operating levels are insufficient to cover fixed charges, highlighting a gap between management goals and reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
15
The slide highlights a correlation between reduced advertising spend and declining website traffic.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
16
The slide uses a combination of anecdotal evidence from former employees and a critique of the company's algorithmic business model to build a bearish case.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
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 Struggle1 hit
18
The slide argues that Carvana's unique selling propositions have been commoditized by competitors and that its centralized logistics model is fundamentally flawed, forcing a pivot to a more traditional, local dealership structure.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
19
Includes a quote from a former executive and a quote from Carvana's CEO to support the bearish thesis.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
20
Contains three charts sourced from Cox Automotive.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
21
The chart highlights a significant drop in days of supply for 2023 compared to previous years, specifically noting a -13% year-over-year change.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
03
Kerrisdale Capital short thesis on Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital analyzing Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide combines qualitative analysis of operational risks with quantitative data on debt maturity and revenue performance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a line chart to illustrate the secular decline across all three product categories (Grow, Nurture, Harvest) over six quarters.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a line chart to visualize segment performance over time, followed by a three-point argument explaining the decline.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit