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slides · global inventory

Callout

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 69,121-69,150
Pages 3,225
Rows per page 30
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18 30 60

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69,121-69,150 of 96,741

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03
The slide provides a narrative summary of the investment thesis, focusing on historical performance and macro-economic drivers.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
04
The slide outlines the investment thesis for ACMR, focusing on the shift toward domestic Chinese semiconductor equipment self-sufficiency and the company's expansion into new product categories and global markets.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
06
The slide discusses specific M&A precedents (Applied Materials/Semitool, Lam Research/SEZ, Lam Research/Novellus) to justify the acquisition thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 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
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
11
Includes a table detailing market share and localization rates across various semiconductor manufacturing segments.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
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
17
The slide discusses geographic diversification of ACMR's customer base, specifically focusing on Intel (US), SK Hynix (South Korea), and UMC (Taiwan).ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
18
The slide includes a table of customer engagements by region and commentary on ACMR's long-term revenue goals.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 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
24
The slide serves as a transition from addressing historical short-seller concerns to presenting a valuation thesis.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
This is a classic short-seller research note cover/summary page.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
03
The text highlights discrepancies between management's claims and public Army disclosures, as well as a history of broken promises regarding production capacity.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide functions as a 'short thesis' argument, using the departure of key personnel and insider selling as evidence of a lack of confidence in the company's future performance.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
08
The slide provides a narrative context for Red Cat's market position by detailing the history of the Army's sUAS procurement programs (Raven, SRR, Blue UAS).Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
09
The slide uses a skeptical tone to contrast management's narrative with the reality of the contract details.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide is a dense text-based research note analyzing the financial implications of the SRR contract for Red Cat.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
12
The slide uses an official government budget document snippet to contradict company management's public statements about revenue expectations.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit