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17,431-17,460 of 118,471
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This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 3 hits
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This is a text-heavy research note page providing clinical context for a medical device investment thesis.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 3 hits
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The slide serves as a critical analysis of current medical standards, positioning Acutus as a solution to the identified clinical void.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 3 hits
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The slide uses a medical imaging sequence to demonstrate the technological superiority of the AcQMap system over Acutus's legacy mapping.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 3 hits
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The slide uses a narrative structure to explain a past financial performance dip while projecting future market growth for Acutus Medical.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 3 hits
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This is a standard text-heavy research report page rather than a traditional presentation slide.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 3 hits
06
The slide uses a bar chart to highlight the disparity between Astra's small payload capacity and the significantly larger capacities of competitors.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique3 hits
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The slide uses a 'villain critique' approach to undermine the credibility of the company's financial forecasts.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Iceberg3 hits
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Includes qualitative testimonials from industry experts to validate the skepticism regarding Astra's launch projections.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique3 hits
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Includes a quote from a 'Mission Manager for a broadband mega-constellation' to undermine Astra's credibility.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique3 hits
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The slide uses a 'villain_critique' approach to frame Astra's management decisions as desperate and strategically flawed.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique3 hits
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This is a classic short-seller research note introduction.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 3 hits
02
This slide serves as a summary of the investment thesis (short position) and includes a formal legal disclaimer.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 3 hits
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The slide uses expert testimony (former JPL physicist, former SpaceX engineer) to undermine the company's technical claims.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
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The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
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Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction3 hits
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The slide uses a box plot to demonstrate the lack of statistical separation between 'No rejection' and 'CMR' groups.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction3 hits
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The slide uses data to challenge the clinical utility and market size of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction3 hits
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This is a text-heavy research note page from a Kerrisdale Capital report.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction3 hits
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The slide uses a 'Valuing CareDx like Natera' comparison to justify a -70% downside estimate.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 3 hits
07
This is a research note page from Kerrisdale Capital, acting as a short-seller thesis document.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Monster3 hits
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The slide uses a table to highlight the discrepancy between reported liquidity and actual usable cash, followed by a narrative analysis of inventory age constraints.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
02
Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction3 hits
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This is a text-heavy research note slide focusing on investigative findings regarding corporate relationships.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
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Includes a direct excerpt from a court filing (Case No. 1:21-cv-02279-JPC) to support the claim of undisclosed conflicts.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
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This is a text-heavy research note slide from Kerrisdale Capital arguing against the legitimacy of the DWAC-TMTG merger.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal3 hits
07
The slide uses a line chart to illustrate the secular decline across all three product categories (Grow, Nurture, Harvest) over six quarters.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
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Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown3 hits
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Includes a capitalization table and a 5-year financial projection table.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 3 hits
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits