slides · global inventory
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Matching slides 118,471
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8,971-9,000 of 118,471
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The slide uses a 'before-after' framing (traditional vs. AcQMap) to establish the superiority of the AcQMap technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 4 hits
18
The slide discusses a specific clinical study led by Betts and Wong, contrasting its methodology and outcomes with the UNCOVER trial.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 4 hits
01
This is a classic short-seller research note cover page.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary4 hits
07
This is a text-heavy research note page from Kerrisdale Capital.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique4 hits
18
The slide uses a 'villain critique' approach to undermine the target company's strategic pivot by highlighting market saturation and competitive disadvantage.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique4 hits
19
This is a page from an activist short-seller research report by Kerrisdale Capital targeting Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique4 hits
06
This is a research note page from Kerrisdale Capital criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 4 hits
15
This is page 15 of a Kerrisdale Capital short report on AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle4 hits
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The slide also includes a brief critique of Apple/Globalstar's regulatory and technical position.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle4 hits
26
This slide provides background context on medical device innovation in cardiac ablation, citing specific clinical trials and studies.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction4 hits
28
The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
05
This is a page from a research report rather than a standard presentation slide, containing dense narrative text and footnotes.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction4 hits
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 Inaction4 hits
01
This is a classic short-thesis research note cover/summary page.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 4 hits
09
The slide uses a bridge-style reconciliation table to strip out non-recurring items from GPU.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect4 hits
12
The slide critiques the company's reliance on asset-backed financing for liquidity, specifically questioning the valuation and encumbrance of real estate assets.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction4 hits
18
The slide argues that Carvana's unique selling propositions have been commoditized by competitors and that its centralized logistics model is fundamentally flawed, forcing a pivot to a more traditional, local dealership structure.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle4 hits
07
The slide uses a narrative approach to expose the contradiction between Carvana's original business model and its current operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown4 hits
10
The slide uses a narrative approach to link past regulatory actions against ARC Global to the current DWAC situation.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction4 hits
11
The slide uses a narrative approach to expose potential conflicts of interest and regulatory red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction4 hits
18
The slide uses a line chart to show declining app store rankings as evidence of poor performance.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal4 hits
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This is a text-heavy research note page from Kerrisdale Capital.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal4 hits
10
The slide argues that D-Wave's model is not truly scalable or SaaS-like due to the bespoke nature of customer engagements and hardware overhead.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction4 hits
12
The slide uses a skeptical tone to challenge management's claims about future sales pipeline conversion.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown4 hits
21
The slide discusses the SEC vs. Andrew Left (Citron Research) case to frame Kerrisdale's own disclosure practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test4 hits
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 Inaction4 hits
03
The slide uses a negative area chart to visualize cumulative cash burn.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
04
The slide uses a 'hamster wheel' metaphor to describe the fundamental economic challenge of bitcoin mining.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
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 Inaction4 hits
16
The slide uses a 'preempt_rebuttal' approach by exposing the hidden dilution math behind Riot's acquisition proposal.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 4 hits