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Matching slides 96,741
Current window 69,061-69,090
Pages 3,225
Rows per page 30
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69,061-69,090 of 96,741

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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 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
12
The slide uses a skeptical tone to challenge management's claims about future sales pipeline conversion.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
Uses a quote from a former executive to undermine the company's current strategic messaging.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
22
This slide functions as a preemptive legal defense against potential regulatory scrutiny regarding trading practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
01
Slide 1
This is a classic activist short research note cover page.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses bolded thesis statements followed by supporting evidence for each point.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
05
The slide uses expert testimony (former NRC commissioner) and comparative data (employee counts) to undermine the company's credibility.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 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
07
Kerrisdale Capital research note; uses specific examples of failed or non-binding agreements (NuScale, Prometheus Hyperscale) to undermine Oklo's valuation.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.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
11
Uses a visual comparison of a single large reactor vs. ten small reactors to illustrate the inefficiency of Oklo's current design path.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a skeptical tone to dismantle the 'economies of series production' thesis for Oklo's business model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Uses a series of quotes from industry experts to undermine the target's financial claims.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
16
Uses authority-citation framework to undermine the company's technical claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
17
The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRs for data centers.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
19
The slide uses a dual-axis chart (units vs GWe) to illustrate market growth, followed by a critical narrative conclusion.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
21
The table lists 20 distinct projects, most of which are 'In progress'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
24
Page 24 of the deck.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
25
Discusses the SEC complaint against Andrew Left/Citron Research and Kerrisdale's stance on disclosure standards.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
26
This slide functions as a legal/regulatory defense, preemptively addressing potential SEC scrutiny regarding trading practices.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit