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Matching slides 96,741
Current window 69,181-69,210
Pages 3,225
Rows per page 30
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69,181-69,210 of 96,741

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23
The chart shows a 12-year range of the Intermodal Savings Index with specific lines for 2022, 2023, 2024, and 2025.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
24
Includes detailed footnotes explaining the assumptions behind the autonomous trucking constraints (CVSA inspections and terminal queuing).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
25
The chart illustrates the impact of HOS (Hours of Service) limits on OTR trucking efficiency, showing 'kinks' at 750-mile intervals.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
26
Includes a footnote detailing the factors influencing drayage costs (wait times, terminal fees).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
27
The table demonstrates that autonomous trucking struggles to compete with manned OTR trucking due to the fixed $1000 drayage cost, especially on shorter routes.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
28
The chart illustrates the cost crossover point between manned and autonomous delivery models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
29
The chart shows a dual-axis representation of autonomous fee per mile vs. trip length and autonomous driver proportion of total cost.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
30
The slide uses a bottom-up calculation to challenge Aurora's TAM claims by applying load-weight assumptions to FHWA ton-mile data.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
31
Includes a direct quote from Aurora CEO Chris Urmson regarding hardware costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
32
The slide uses a narrative structure to dismantle the company's claims about hardware costs and the economic viability of their per-mile fee model.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
33
The slide uses anecdotal evidence from industry executives (Continental, PACCAR) to challenge Aurora's business model and technical readiness.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
34
The slide uses quotes from industry executives to debunk the idea that autonomous trucks will be cost-neutral or cheaper.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
36
This is a text-heavy research note page from Kerrisdale Capital. It uses a logical, argumentative structure to dismantle specific claims made by Aurora.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
38
The slide uses a narrative-heavy structure to debunk Aurora's operational and financial projections.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
39
The slide uses map-based evidence to argue that Aurora's terminals are strategically located near major FedEx hubs, despite Aurora's stated focus on long-haul.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
40
This slide is part of a short-seller research report by Kerrisdale Capital, focusing on exposing flaws in Aurora's economic assumptions.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
41
This is a research note page from Kerrisdale Capital, focusing on the competitive landscape and economic viability of Aurora's autonomous trucking strategy.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
42
This slide serves as a bearish argument against Aurora's valuation by comparing it to leaner competitors and questioning the total addressable market size.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
The slide serves as the cover/introductory summary for a short research report.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses a strong argumentative tone to expose perceived dishonesty in competitor marketing claims regarding TCO.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide uses a table to contrast TCO models and then provides a narrative argument against the 'pro-flash' camp's claims regarding HDD performance limitations in AI applications.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital criticizing Pure Storage (PSTG).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
06
This is a text-heavy research note page from Kerrisdale Capital criticizing Pure Storage.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
07
The slide uses a short-thesis framework, contrasting Pure's performance with NetApp's.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former AWS architect to undermine the company's strategic narrative.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
10
Includes two testimonial quotes from industry participants criticizing Pure Storage's TCO analysis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
11
The slide uses a visual comparison chart to illustrate Pure's TCO argument, which the author then proceeds to debunk.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
The slide serves as a critical review of competitor research, specifically targeting TCO models for storage hardware.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
13
This slide details the specific technical assumptions (erasure coding ratios, data reduction ratios, power duty cycles) used to challenge Solidigm and Pure Storage claims.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
15
This slide serves as a detailed rebuttal of specific financial assumptions made by a competitor or target company.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit