slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 19,891-19,920
Pages 3,683
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19,891-19,920 of 110,471
10
Uses red flag icons to denote specific areas of concern.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Aha Moment3 hits
20
The slide uses a table to highlight the discrepancy between disclosed and undisclosed entities, supported by an organizational chart.Momo, Inc. (MOMO) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
05
The slide uses a 'villain critique' approach by highlighting specific failures in Ballard's China partnerships and market infrastructure.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
28
Includes a red flag icon indicating a cancelled investment by a competitor (Broad Ocean) replaced by the subject company.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
34
Includes a red flag icon indicating a critical negative insight regarding Ballard's market position.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
38
Ballard Power Systems (BLDP)Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
43
The slide uses red flag icons to denote critical findings or areas of concern.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Beat · Key Takeaways3 hits
51
Uses a red flag icon to highlight the critical finding regarding unsold inventory and cash flow drag.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
53
Uses red flag icons to highlight key negative implications.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 3 hits
05
The slide uses a structured list format to present the core arguments for the short position.Realty Income Corp (O) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · ProblemLoop · Cost Of Inaction3 hits
20
Uses specific company announcements to demonstrate market self-correction.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 3 hits
34
The slide uses a structured 'About', 'Analysis', 'Note', and 'View' format to deconstruct a third-party report.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
13
The slide uses a chronological structure to frame the company's history as a series of pivots or 'hypes'.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem3 hits
24
The slide uses a 'Red Flags' list to discredit the company's growth narrative.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate3 hits
16
The slide uses clinical study data to challenge the validity of the Convergent trial's control group by showing superior outcomes for modern catheter-based PW ablation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
03
The slide uses a 'villain critique' structure to frame the company's marketing claims as fraudulent, referencing the Philidor scandal as a comparison.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment3 hits
11
The slide uses a narrative approach to expose potential conflicts of interest and regulatory red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction3 hits
18
Muddy Waters research note style, focusing on investigative skepticism.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle3 hits
21
Methodology relies on the formula: Imports = Ending Balance - Beginning Balance + COGS.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy3 hits
25
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 3 hits
37
The slide outlines the logic for adjusting reported inventory figures to isolate U.S.-specific product inventory, highlighting accounting red flags regarding in-transit inventory.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 3 hits
11
The slide highlights specific accounting reclassifications between financial assets and liabilities, specifically involving related party balances.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster3 hits
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 3 hits
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 3 hits
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 3 hits
12
The slide uses a red arrow to highlight the address line.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle3 hits
03
The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction3 hits
13
This slide details the specific technical assumptions (erasure coding ratios, data reduction ratios, power duty cycles) used to challenge Solidigm and Pure Storage claims.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
14
This slide serves as a rebuttal to Solidigm's analysis, specifically challenging their assumptions on HDD/SSD reliability and cost-per-TB.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
17
The slide uses a chronological list of quotes to highlight the gap between management's promises and reality.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction3 hits