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7,381-7,410 of 10,645
10
Includes a quote from a 'Mission Manager for a broadband mega-constellation' to undermine Astra's credibility.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
15
Includes a testimonial from an industry professional and references to CEO Chris Kemp's statements.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
09
Includes a testimonial/quote from a former OneWeb engineer to bolster the critique.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
19
Includes a direct quote from AtriCure CEO Michael Carrel (May 2020) which is then countered by the author's analysis.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
11
The slide provides a critical narrative on the efficacy of dd-cfDNA testing, highlighting the gap between academic hope and clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · 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
16
The slide uses a combination of anecdotal evidence from former employees and a critique of the company's algorithmic business model to build a bearish case.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
05
Includes a quote from a former Director of Operations to support the thesis that rapid growth requires sacrificing unit economics.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
06
The slide uses a 'valuation bridge' style table to demonstrate that the market's implied stock price for Carvana requires unrealistic growth and margin assumptions.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
08
The slide uses a quote from a regulatory filing to frame the subject's business practices as predatory.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
15
Uses a direct quote from a 10Q filing to support the thesis.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Victory (Citron Research's findings)1 hit
06
The slide contains two embedded screenshots of presentation slides (Results and Conclusions) and a testimonial from Dr. Suber Huang.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
07
Includes a direct quote from an earnings call and a chart from a Jefferies analyst report.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
11
Includes two FOIA data tables as evidence of adverse events.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
01
This is a pivot slide from a famous short-seller reversing their stance.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
06
Includes a screenshot of a Bloomberg terminal-style chart showing T Rowe Price's position in Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
03
The slide serves as a post-mortem analysis of investment failures, incorporating a Warren Buffett quote to reinforce the thesis.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · DesireLoop · Cost Of Inaction1 hit
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
09
The slide contrasts past leadership failures with current leadership's forward-looking statements.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
03
The slide uses a rhetorical question to frame the company as a 'Belize/Russian version of Alameda Research'.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
36
Includes a quote from a consultant/former executive to support the claim of accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a 'villain' narrative by contrasting official financial disclosures with an anonymous executive's testimony.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
63
Uses a direct quote from a 10-K filing to highlight a lack of transparency in the target company's accounting.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
24
This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
01
The slide documents a pattern of non-engagement by SOFI management in response to investigative inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
01
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 1 hit
04
Includes a specific example of a competitor's (ProForm) aggressive pricing strategy to illustrate market saturation.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a direct quote from the CEO to highlight perceived incompetence and unrealistic future assumptions.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit