slides · global inventory
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Matching slides 118,471
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17,461-17,490 of 118,471
01
The slide uses a narrative structure to justify a long position based on geopolitical tailwinds and valuation arbitrage.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem3 hits
03
The slide provides a narrative summary of the investment thesis, focusing on historical performance and macro-economic drivers.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem3 hits
06
The slide discusses specific M&A precedents (Applied Materials/Semitool, Lam Research/SEZ, Lam Research/Novellus) to justify the acquisition thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate3 hits
07
The slide provides a detailed financial table and narrative context on the company's dual-listing structure and competitive positioning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate3 hits
08
The slide combines a valuation discrepancy argument with a macro-thematic section on Chinese semiconductor self-sufficiency.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate3 hits
14
The slide provides a deep dive into specific product lines and market positioning for ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate3 hits
15
The slide provides qualitative and quantitative status updates on ACMR's product portfolio expansion.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate3 hits
22
The slide combines financial projections with a qualitative assessment of geopolitical risk.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
23
The slide uses historical revenue data to counter the bear thesis that export restrictions would cripple Chinese semiconductor fab capacity growth.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
26
The table compares a sum-of-the-parts valuation (stake in ACMS) against a DCF-derived future earnings valuation.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet3 hits
05
The slide functions as a critical assessment of D-Wave's technical claims and market positioning.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
06
The slide highlights technical limitations of D-Wave's annealing qubits and questions the company's progress in gate-model quantum computing.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
15
Uses expert quotes to undermine the credibility of the company's technical claims.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster3 hits
16
The map illustrates the limited scope of Aurora's 'Driverless Operations' relative to the total US interstate system.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 3 hits
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 3 hits
26
Includes a footnote detailing the factors influencing drayage costs (wait times, terminal fees).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 3 hits
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 3 hits
38
The slide uses a narrative-heavy structure to debunk Aurora's operational and financial projections.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 3 hits
13
Uses a series of quotes from industry experts to undermine the target's financial claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown3 hits
03
The slide uses a strong argumentative tone to expose perceived dishonesty in competitor marketing claims regarding TCO.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 3 hits
04
The slide uses a table to contrast TCO models and then provides a narrative argument against the 'pro-flash' camp's claims regarding HDD performance limitations in AI applications.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 3 hits
05
This is a research note page from Kerrisdale Capital criticizing Pure Storage (PSTG).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction3 hits
06
This is a text-heavy research note page from Kerrisdale Capital criticizing Pure Storage.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction3 hits
08
Includes a financial table and a narrative summary of the company's history and architectural advantages.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction3 hits
13
Kerrisdale Capital research note critiquing Red Cat Holdings' management claims.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction3 hits
20
This is a research note from Kerrisdale Capital criticizing Red Cat Holdings. It uses a combination of narrative critique and financial evidence to argue that management's claims are unsupported.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 3 hits
26
This is a text-heavy research note slide focusing on insider selling and management credibility.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 3 hits
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap3 hits
14
This is a research note conclusion slide from Kerrisdale Capital regarding Riot Platforms.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)3 hits