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Matching slides 110,471
Current window 70,531-70,560
Pages 3,683
Rows per page 30
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70,531-70,560 of 110,471

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The text is heavily redacted/corrupted in the source image, but the structure is clearly a table of contents.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
02
Astra Space, Inc. (ASTR)Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
03
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
02
AtriCure, Inc. (ATRC)AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
05
Short-seller research note page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
08
The slide uses a short-seller thesis structure to argue that revenue growth has failed to translate into profitability or operating leverage.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
17
This is a standard text-heavy research report page with bulleted data points and footnotes.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
20
The slide uses a quote from a 2010 conference to contrast with 2020 data, arguing that the company's narrative is disingenuous.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
25
Includes specific footnotes (21, 22) challenging the company's interpretation of the STAR AF II trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
27
The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
02
CareDx, Inc. (CDNA)CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
12
This is a research note from Kerrisdale Capital criticizing CareDx's AlloSure product, citing clinical literature and expert opinion.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
13
This is a research note from Kerrisdale Capital critiquing a medical diagnostic product.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
14
Kerrisdale Capital research note criticizing CareDx's AlloSure product efficacy.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
16
Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
02
Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 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
04
This is a research note page from Kerrisdale Capital criticizing Carvana's business model and growth prospects.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
04
The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes a comparison table at the top referencing NVR and O'Reilly Auto as benchmarks.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
02
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
08
This slide is part of a short-selling research note by Kerrisdale Capital, focusing on the lack of business fundamentals in TMTG.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
02
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes detailed debt breakdown and pro-forma adjustments for the Custom Networks division.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
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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