slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 12,541-12,570
Pages 619
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Component
12,541-12,570 of 18,554
21
The slide uses a 'before-after' or 'promise-vs-reality' structure to undermine management credibility.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
49
Uses red flag icons to highlight specific competitive losses.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
08
Uses a rhetorical question and visual juxtaposition to frame the company as failing to meet the 'robot' definition.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a 'villain' framing technique by mocking a public figure's past investment advice.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a 'villain' framing by identifying the macro environment in China as a threat to the company's (IRBT) growth thesis.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
24
Uses a modified lifecycle diagram to visually refute the company's narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses a two-column comparison structure to debunk specific company claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses direct quotes from Glassdoor reviews to substantiate claims of poor management and high turnover.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
54
Uses a red flag icon and a red arrow to visually connect the CFO's history to the 3Com litigation.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a map to highlight the limited operational area of Aurora's trucks, contrasting this with the company's broader claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
29
The chart shows a dual-axis representation of autonomous fee per mile vs. trip length and autonomous driver proportion of total cost.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
33
The slide uses anecdotal evidence from industry executives (Continental, PACCAR) to challenge Aurora's business model and technical readiness.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
34
The slide uses quotes from industry executives to debunk the idea that autonomous trucks will be cost-neutral or cheaper.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
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 1 hit
03
The slide uses a narrative-driven structure to dismantle the bull case for CoreWeave by framing it as a 'stopgap' rather than a strategic partner.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
04
This is a text-heavy research note slide summarizing the core arguments against the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
07
Includes a technical stack diagram of CoreWeave's platform.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide argues that CoreWeave's accounting assumptions regarding asset depreciation are overly optimistic compared to Amazon and Nebius.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
16
The slide discusses the structural risks of CoreWeave's reliance on long-term contracts in a market shifting toward shorter cycles and inference-based workloads.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
22
This slide serves as a detailed critique of a specific financial model, likely presented in a previous slide (referenced as 'this chart').CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
27
Contains two financial tables showing cash flow, EBITDA, and IRR projections over a 6-year period.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
01
The slide serves as the cover/introductory summary for a short research report.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide uses a SanDisk chart to critique Pure Storage's reliance on Moore's Law as a guarantee for future cost reductions.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to dismantle the 'hyperscaler software' narrative, highlighting the lack of transparency in the Meta deal and questioning the long-term viability of the QLC-based strategy.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
32
Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction1 hit