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Short-seller research note page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Pattern Hunter3 hits
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Includes capitalization table, financial results table, and medical background on AF.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
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This is a research note from Kerrisdale Capital criticizing AtriCure's strategic pivot to hybrid procedures.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
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Critique of AtriCure's CONVERGE trial, specifically challenging the control group comparability.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
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This is a standard text-heavy research report page with bulleted data points and footnotes.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
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The slide uses a quote from a 2010 conference to contrast with 2020 data, arguing that the company's narrative is disingenuous.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
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The slide uses a narrative structure to contrast clinical trial data with AtriCure's market claims.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
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The slide discusses the technical advantages of non-contact charge-density mapping over traditional PVI ablation and cites clinical trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
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The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction3 hits
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The slide uses a rhetorical question to frame the core accusation against the company.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Loop · Cost Of Inaction3 hits
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Slide 1
Includes a testimonial/marketing image from Apellis featuring Henry Winkler.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction3 hits
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The slide uses a 'jumped the shark' idiom to frame the drug's clinical reception as having peaked and begun a decline in credibility.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
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Includes two FOIA data tables as evidence of adverse events.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction3 hits
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Includes a specific reference to a 'Fonzi Scheme' analogy regarding One Reverse Mortgages.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
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The slide acts as a summary of investment thesis updates for three specific companies.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · Interest3 hits
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Uses a 'whataboutism' rhetorical strategy to defend CACC's business model against ethical criticism.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction3 hits
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The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
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Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
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The slide uses a 'preempt_rebuttal' structure to address three distinct bear theses: recession sensitivity, AI obsolescence, and credit quality.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
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The slide uses a list-based comparison rather than a table grid to contrast two product tiers.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In3 hits
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The slide contains a mix of operational metrics, board member bios, and financial performance indicators.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)3 hits
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Slide 1
The slide uses a 'Forbes 30 under 30' cover as a visual anchor for the 'curse' narrative.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · HookLoop · Cost Of Inaction3 hits
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The slide uses a screenshot of a sanctions database entry to discredit the subject's public statements.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter3 hits
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The slide uses a rhetorical question to frame the company as a 'Belize/Russian version of Alameda Research'.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter3 hits
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The slide uses a screenshot of a PCAOB document to establish credibility and then quotes specific findings regarding audit failures, concluding with a call for delisting.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter3 hits
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Slide 1
The slide uses a 'connecting the dots' narrative structure to link VPG's design wins to Tesla's product roadmap.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction3 hits
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Slide 1
The slide serves as a short-seller research note update.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Situation & Context3 hits
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The slide uses a bearish tone to critique NIO's valuation and investor base.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter3 hits
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Includes a specific example of a competitor's (ProForm) aggressive pricing strategy to illustrate market saturation.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
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The slide uses a 'villain' framing to attack the CEO's integrity and management practices.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test3 hits