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slides · global inventory

Quote

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,645
Current window 7,411-7,440
Pages 355
Rows per page 30
Component: Quoteclear collectionreset all
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7,411-7,440 of 10,645

filter-aware
13
Uses a dual-axis combo chart (bar for absolute values, line for percentage) to highlight the gap between guidance and reality.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
06
The slide uses a combination of a quote, bulleted list, and a table to establish a negative association between the target company and a controversial figure/entity.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Complication1 hit
16
Uses callout boxes to highlight the contradiction between management quotes and the underlying data table.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
20
Uses specific company announcements to demonstrate market self-correction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Includes direct quotes from an Airbus manager and an unnamed source, framing D-Wave's customer success stories as 'innovation theater'.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
16
The slide uses a testimonial from an industry consultant to reinforce the negative thesis.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 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
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
17
Includes a quote from a former Aurora engineer regarding the complexity of mapping warehouse endpoints.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
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
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
15
Includes a quote from a former Nvidia Principal Architect regarding CoreWeave's lack of inference-optimized hardware.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
13
Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
05
The slide uses expert testimony (former NRC commissioner) and comparative data (employee counts) to undermine the company's credibility.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · 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
17
Includes a testimonial from an AI Architect at a leading hyperscaler.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
18
Includes a testimonial from a data storage product manager at a leading hyperscaler to support the argument.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
20
Includes a quote from a Solidigm marketing executive to support the skepticism regarding flash adoption.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
29
The slide uses a quote from a CTO to frame a discussion on accounting transparency and profitability metrics.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
10
The slide is a dense text-based research note analyzing the financial implications of the SRR contract for Red Cat.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 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
16
Includes a long testimonial/quote from a consultant regarding procurement regulations and the impropriety of Red Cat's announcement.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
06
Includes a quote from a senior industry executive criticizing the sector's focus on growth over efficiency.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit