slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 2,161-2,190
Pages 619
Rows per page 30
Component
2,161-2,190 of 18,554
09
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
12
Uses external quotes from BofA Securities and industry experts to validate the thesis.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique3 hits
19
Includes a quote from a former executive and a quote from Carvana's CEO to support the bearish thesis.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory3 hits
02
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
09
Includes two external quotes used to undermine the company's narrative.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction3 hits
16
The slide uses a direct quote from a consultant to support the thesis of accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem3 hits
51
Uses investor call and expert testimony to undermine company narrative.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction3 hits
14
Uses direct quotes from Apple's developer documentation to establish a violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction3 hits
40
The slide contains a Bloomberg stock chart for Sharp (2007-2013) and quotes regarding Nidec's demanding work culture.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 3 hits
40
The slide uses direct quotes from management and compares them against internal project plan data to highlight inconsistencies.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
46
Includes a screenshot of the National Enterprise Credit Information Publicity System for Zhengzhou Anfa Sporting Goods Co., Ltd. and a transcript of an interview with former ANTA senior managers.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
16
The slide uses expert testimony to challenge the company's claims regarding low-CapEx and production costs.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy3 hits
18
Contains citations 45-50. Focuses on market skepticism regarding DNMR's TAM projections.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction3 hits
07
The slide uses expert testimony to argue that the company's growth strategy relies on low-loyalty customers, creating a churn-heavy business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In3 hits
02
Includes quotes from a former HASI executive to support the critique.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Critique of HASI3 hits
10
The slide contrasts a 2019 quote with a 2018 quote to show management's shifting stance on data validity.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 3 hits
17
The slide explains the mechanics of the LICAT ratio and applies it to a hypothetical scenario involving a $45M earnings hit and $70M increase in required capital.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness3 hits
15
The slide uses direct quotes from legal filings to demonstrate a lack of transparency by NNOX.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Monster3 hits
16
The slide uses a forensic accounting approach to question the validity of off-balance-sheet debt offsets.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction3 hits
04
This is a page from a research report (short-seller style). It uses investigative narrative to expose potential malfeasance.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
03
The slide uses a 'three pillars' framework to structure the short thesis. It includes direct quotes from a former employee to bolster credibility.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster3 hits
07
The slide uses quotes from industry experts and former employees to undermine the credibility of the company's valuation models.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
10
The slide uses a calculation table to demonstrate that shareholder loans are being repaid, contradicting S&P's view that they are permanent equity.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Monster3 hits
08
Uses direct quotes from former employees to substantiate the claim of fraudulent reporting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
19
The slide uses a 'villain' narrative by citing former employees to contradict company marketing claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
20
Uses whistleblower testimony to undermine company claims regarding ROI and technology efficacy.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
23
The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction3 hits
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 3 hits
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 3 hits
02
The slide uses quotes from Deutsche Bank, Tianfeng Securities, and Bloomberg to build a bearish case against NIO based on Tesla's pricing power.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Pattern Hunter3 hits