slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 70,561-70,590
Pages 3,683
Rows per page 30
Component
70,561-70,590 of 110,471
03
The slide uses a numbered list with red flag icons to denote critical risks.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
08
Uses a rhetorical question and visual juxtaposition to frame the company as failing to meet the 'robot' definition.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a contrarian argument, suggesting that widespread media hype is a bearish indicator.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses a contrast-pairs framework to set up a future rebuttal of the company's and analysts' claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
Uses a before-after comparison to show the omission of a competitive landscape slide.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
02
ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 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
02
D-Wave Quantum Inc (QBTS)D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide highlights technical limitations of D-Wave's annealing qubits and questions the company's progress in gate-model quantum computing.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
17
Technical primer on quantum computing concepts relevant to D-Wave.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
02
Aurora Innovation, Inc. (AUR)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
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
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
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
02
CoreWeave, Inc. (CRWV)CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide includes a screenshot of a company-provided chart followed by a bulleted list of critical assumptions used to debunk the company's narrative.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
02
The document structure clearly indicates a short-selling or critical research report, focusing on technical, financial, and regulatory risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 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
20
The slide contains two distinct sections: a technical summary of reactor features and a narrative summary of the SPAC merger history.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
02
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 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
19
Contains multiple expert testimonials and references to specific industry studies (Microsoft, Alibaba, Meta).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
02
Red Cat Holdings, Inc. (RCAT)Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital, focusing on short-selling thesis points regarding Red Cat Holdings.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 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