slides · global inventory
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Matching slides 118,471
Current window 9,001-9,030
Pages 3,950
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9,001-9,030 of 118,471
24
The slide serves as a transition from addressing historical short-seller concerns to presenting a valuation thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction4 hits
12
The slide uses expert testimony to undermine the company's core value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction4 hits
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 Buster4 hits
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 4 hits
06
The slide uses a narrative structure to expose contradictions in Aurora's business model, specifically regarding cost, infrastructure, and partner alignment.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
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 4 hits
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 4 hits
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 4 hits
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 4 hits
22
The slide uses a cost-comparison table to challenge Aurora's economic assumptions, specifically regarding the 'first and last mile' costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
30
The slide uses a bottom-up calculation to challenge Aurora's TAM claims by applying load-weight assumptions to FHWA ton-mile data.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
31
Includes a direct quote from Aurora CEO Chris Urmson regarding hardware costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
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 4 hits
36
This is a text-heavy research note page from Kerrisdale Capital. It uses a logical, argumentative structure to dismantle specific claims made by Aurora.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
37
The slide uses a narrative structure to contrast Aurora's past stated goals with current operational realities and financial requirements.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
40
This slide is part of a short-seller research report by Kerrisdale Capital, focusing on exposing flaws in Aurora's economic assumptions.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
41
This is a research note page from Kerrisdale Capital, focusing on the competitive landscape and economic viability of Aurora's autonomous trucking strategy.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 4 hits
14
The slide critiques CoreWeave's M&A strategy and highlights structural threats to the 'neocloud' business model from hardware providers.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 4 hits
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 4 hits
12
The slide serves as a critical review of competitor research, specifically targeting TCO models for storage hardware.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction4 hits
24
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage's competitive moat.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction4 hits
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 Inaction4 hits
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 Critique4 hits
06
The slide functions as a 'short thesis' argument, using the departure of key personnel and insider selling as evidence of a lack of confidence in the company's future performance.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique4 hits
09
The slide uses a skeptical tone to contrast management's narrative with the reality of the contract details.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 4 hits
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 Contradiction4 hits
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 Contradiction4 hits
18
The slide uses a chronological sequence of quotes to expose inconsistencies in management's narrative about factory readiness.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction4 hits
21
This is a research note from Kerrisdale Capital critiquing a company's (Red Cat) growth narrative.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 4 hits
22
The slide uses a narrative-heavy structure to systematically dismantle specific company claims about market size and contract wins.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 4 hits