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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 69,151-69,180
Pages 3,225
Rows per page 30
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69,151-69,180 of 96,741

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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
03
This is a short-seller research note criticizing Aurora Innovation's operational progress and business model viability.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide argues that Aurora's scaling challenges are fundamental to its ODD-based approach, contrasting it with Waymo's denser urban model.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
06
The slide uses a narrative structure to expose contradictions in Aurora's business model, specifically regarding cost, infrastructure, and partner alignment.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
09
This is a text-heavy research note page from Kerrisdale Capital. It critiques the 'modular-architecture' paradigm used by companies like Waymo.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
10
Includes a quote from an industry expert regarding the nature of autonomous driving development.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a quote from Aurora's CEO to frame their strategy as a 'quagmire' compared to the industry trend toward end-to-end models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
12
The slide discusses the 'alignment challenge' in autonomous driving and provides a chronological breakdown of Waymo's city-by-city rollout.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
13
The text highlights discrepancies between Aurora's public claims and actual testing/deployment footprint in Texas.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide uses a map to contextualize Aurora's operational footprint in Texas, supporting a thesis about the transferability of autonomous driving capabilities across similar freeway conditions.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
15
The slide uses a narrative structure to contrast Aurora's 'self-similarity' highway argument with the slow pace of actual lane expansion.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
16
The map illustrates the limited scope of Aurora's 'Driverless Operations' relative to the total US interstate system.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
18
This is a text-heavy research note slide from Kerrisdale Capital, acting as a rebuttal to Aurora's management claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide uses a map to highlight the limited operational area of Aurora's trucks, contrasting this with the company's broader claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
20
Includes a quoted excerpt from Sterling Anderson (Aurora Investor Day 2024) followed by a critical analysis of the company's partnership strategy.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
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
14
The slide discusses the 'Adaptive Acquisition Framework' and 'Modular Open Systems Approach' (MOSA) as key shifts in defense procurement.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
15
The slide uses quotes from a procurement consultant and Aerovironment's earnings call to argue that the SRR program is overestimated and potentially unattractive to major industry players.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide uses a chronological list of quotes to highlight the gap between management's promises and reality.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a chronological sequence of quotes to expose inconsistencies in management's narrative about factory readiness.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses a series of dated quotes to highlight inconsistencies in management's narrative about scaling production.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
20
This is a research note from Kerrisdale Capital criticizing Red Cat Holdings. It uses a combination of narrative critique and financial evidence to argue that management's claims are unsupported.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
21
This is a research note from Kerrisdale Capital critiquing a company's (Red Cat) growth narrative.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
22
The slide uses a narrative-heavy structure to systematically dismantle specific company claims about market size and contract wins.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
24
The slide uses a narrative-driven critique style to undermine the credibility of the company's management and their revenue projections.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
25
The slide is a continuation of a research note, focusing on the skepticism regarding Red Cat's production capabilities and management credibility.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
26
This is a text-heavy research note slide focusing on insider selling and management credibility.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit