slides · global inventory
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Matching slides 110,387
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2,281-2,310 of 110,387
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The slide uses two tables: one for value chain composition and one for production metrics.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
22
Uses a red arrow to visually link the 'targeting' claim to the 'purchase orders' claim, and red circles to highlight the shrinking backlog.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller 2 hits
26
Uses a before-and-after comparison to highlight corporate obfuscation.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
29
Includes a callout box highlighting the company's use of the word 'Potential' to cast doubt on their 3x value claim.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
31
Includes a screenshot of a Signature Spirits price sheet and a callout box highlighting specific distillate prices.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 2 hits
11
Part of an activist short thesis presentation by Spruce Point Capital.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
19
Uses two charts to correlate housing starts and square footage trends with potential demand for IRBT products.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction2 hits
09
The slide uses a medical illustration to explain the mechanism of action for a surgical procedure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
15
The slide highlights the technological superiority of AcQMap's non-contact charge-density mapping over traditional contact mapping methods.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
17
The slide uses clinical trial results as evidence to support the investment thesis regarding the efficacy of the AcQMap technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
18
The slide discusses a specific clinical study led by Betts and Wong, contrasting its methodology and outcomes with the UNCOVER trial.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
04
The slide highlights the company's lack of revenue and poor track record of successful launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary2 hits
18
Includes a visual example of a 'Day Pass' user interface and a detailed financial table.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory2 hits
11
Includes footnotes referencing medical literature on atrial fibrillation treatments.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
04
The slide argues that AlloSure has high false negative rates for subclinical rejection and that its commercial success is driven by regulatory loopholes rather than clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
11
The slide provides a critical narrative on the efficacy of dd-cfDNA testing, highlighting the gap between academic hope and clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
19
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 Inaction2 hits
08
The slide uses external data from Cox Automotive to support a thesis about vehicle pricing trends and their impact on company financial reporting.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect2 hits
15
The slide highlights a correlation between reduced advertising spend and declining website traffic.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle2 hits
03
The chart shows an adjustment to Carvana's GAAP retail GPU to align with CarMax's reporting standards, showing convergence.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
10
The second chart includes vertical yellow bars indicating 'IRC launches' and state-specific labels.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction2 hits
08
The slide highlights significant dilution (77% increase in shares) and a disconnect between share price rally and stagnant revenue estimates.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
22
The slide uses a cost-comparison table to challenge Aurora's economic assumptions, specifically regarding the 'first and last mile' costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
28
The chart illustrates the cost crossover point between manned and autonomous delivery models.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 2 hits
19
The slide uses quotes to frame CoreWeave's business model as a temporary 'bridge' for Microsoft's infrastructure needs.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
27
Contains two financial tables showing cash flow, EBITDA, and IRR projections over a 6-year period.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 2 hits
16
The slide highlights a discrepancy between SoFi's public disclosures and UCC filings regarding loan subordination and sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg2 hits
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory2 hits
02
Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)2 hits
15
The slide contains two distinct charts: a stacked bar chart for capacity growth and a line chart for price correlation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 2 hits