slides · global inventory
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Matching slides 118,471
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8,941-8,970 of 118,471
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The slide uses a strong thesis-driven opening statement typical of short-seller research reports.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster4 hits
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The slide uses a narrative structure to discredit the CONVERGE IDE trial results by highlighting procedural flaws and superior alternatives.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster4 hits
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This is a short-seller research note criticizing AtriCure's growth prospects and market positioning.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter4 hits
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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 Hunter4 hits
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The slide uses a narrative structure to expose the failure of clinical trials and the resulting strategic shift.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter4 hits
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The slide functions as a 'short-thesis' critique, specifically targeting the viability of the Convergent procedure by highlighting the misalignment of incentives between AtriCure and the EPs who control patient referrals.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter4 hits
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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 Hunter4 hits
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The slide uses academic citations to systematically dismantle the company's growth narrative.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 4 hits
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The slide uses a short-seller research note style to discredit the company's growth narrative and highlight the lack of operating leverage.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 4 hits
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The slide uses a provocative title and an image of an elderly person to emphasize the 'deceive the sick elderly' claim.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal4 hits
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The slide uses a screenshot of a Google search result and a rating summary to highlight predatory behavior by a company linked to Inogen.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)4 hits
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The slide uses strong, accusatory language ('green fraud', 'Philidor moment') to frame the problem.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Aha Moment4 hits
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The slide uses a 'villain' narrative, comparing the CEO to Valeant's leadership to frame the investment as a 'falling knife'.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction4 hits
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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 Inaction4 hits
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This is a research note from Citron Research, historically known for short-selling, pivoting to a bullish stance on Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction4 hits
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The slide uses a narrative-driven structure to build credibility for the investment thesis.Nebius Group (NBIS) · Citron Research
Research note Short seller Beat · AttentionLoop · Golden Circle4 hits
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The slide uses a 'mea culpa' narrative style to build credibility for a new investment thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction4 hits
01
AppLovin (APP)AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 4 hits
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The slide serves as a transition to a video-based evidence presentation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal4 hits
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Muddy Waters Research activist short report slide.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
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Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal4 hits
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The slide argues that SoFi retains effective control over transferred assets, violating the third criterion of ASC 860.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 4 hits
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Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory4 hits
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 Inaction4 hits
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The slide interprets legal terminology ('Assignee Secured Party' vs 'Debtor') to argue that SoFi Bank's interest in the asset was not fully extinguished.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg4 hits
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The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary4 hits
02
The slide uses quotes from Deutsche Bank, Tianfeng Securities, and Bloomberg to build a bearish case against NIO based on Tesla's pricing power.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter4 hits
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The slide serves as an executive summary/introductory thesis for a short report.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction4 hits
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Uses an analogy to Netflix/DirectTV to highlight the perceived flaw in Peloton's pricing strategy.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction4 hits
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Citron Research short thesis slide targeting Peloton's pricing model.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test4 hits