slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 41,127
Current window 17,881-17,910
Pages 1,371
Rows per page 30
Component
17,881-17,910 of 41,127
02
Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
04
Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
23
Includes Spruce Point Capital Management logo and confidentiality disclaimer.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 1 hit
02
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
07
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
17
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Spruce Point Capital Management branding (tree logo).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
45
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
56
Spruce Point Capital Management branding (pine tree logo).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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 · Problem1 hit
09
The slide discusses the impact of government policy on domestic WFE consumption in China, specifically referencing ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
29
Page number 29 at bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller 1 hit
30
ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller 1 hit
01
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
01
The slide serves as a high-level investment thesis summary for a short report.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
24
Includes detailed footnotes explaining the assumptions behind the autonomous trucking constraints (CVSA inspections and terminal queuing).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
45
Aurora Innovation, Inc. (AUR)Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
01
This is a short-seller research note cover page.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
29
Page 29 of the document.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
30
CoreWeave, Inc. (CRWV)CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
01
This is a classic activist short research note cover page.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
24
Page 24 of the deck.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
25
Discusses the SEC complaint against Andrew Left/Citron Research and Kerrisdale's stance on disclosure standards.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 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
16
The table compares three storage configurations across technical and financial dimensions to derive a cost multiple relative to HDDs.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
01
This is a classic short-seller research note cover/summary page.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
01
This is a classic short-seller research note cover/summary page.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
18
Riot Platforms, Inc. (RIOT)Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
19
Riot Platforms, Inc. (RIOT)Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit