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Matching slides 60,557
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23,071-23,100 of 60,557
22
Includes valuation metrics (EV/Revenue) and market opportunity sizing based on procedure volume and addressable market share.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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 Critique1 hit
11
Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
14
The slide uses a table to contrast Astra's projected costs with SpaceX's current and future costs, arguing that Astra's business model is threatened by the economics of reusability.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
16
Includes a table comparing SpaceX, Rocket Lab, Virgin Orbit, Relativity, Firefly, ABL, and Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
24
The table includes operational metrics like number of launches and spaceports alongside financial metrics like revenue, EBITDA, and free cash flow.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller 1 hit
09
Includes capitalization table, financial results table, and medical background on AF.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
24
The text argues that the business is structurally unprofitable due to high R&D and SG&A costs that do not scale with revenue growth.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide uses the NKF guidelines to argue that AlloSure's market is smaller than claimed by CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
08
Includes a table summarizing capitalization and historical financial results (2016-TTM).CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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 Inaction1 hit
22
The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
09
The slide presents raw FOIA-sourced data tables for specific patient cases.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · The Reveal1 hit
10
The slide presents raw data from FDA adverse event reports, highlighting specific medical events associated with Syfovre usage.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
04
The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes a comparison table at the top referencing NVR and O'Reilly Auto as benchmarks.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a 'preempt_rebuttal' structure to address three distinct bear theses: recession sensitivity, AI obsolescence, and credit quality.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
Includes a valuation table with time horizons and catalysts.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
13
The table at the top provides specific price targets and rationales for 12 and 24-month horizons.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Loop · Hypothesis Test1 hit
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
23
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
24
The slide uses a table format to present a timeline of events from June 2021 to February 2022.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
25
Includes detailed tables for sources/uses, ownership, valuation, and a stacked bar chart for revenue projections.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
03
The slide uses a comparative valuation framework to argue for a significant upside in Edgio's stock price based on peer multiples.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
11
Includes a disclaimer regarding Lynrock warrants and a standard Citron Research legal disclaimer.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller 1 hit
01
The slide uses a 'valuation bridge' logic to justify a short thesis by comparing metrics against a peer group.Peloton Interactive (PTON) · Citron Research
Research note Short seller 1 hit
04
Includes a specific example of a competitor's (ProForm) aggressive pricing strategy to illustrate market saturation.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
07
The slide uses a comparison table to frame the product offering, followed by a narrative critique of the company's IP strategy regarding the leaderboard feature.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
11
Citron Research short thesis slide.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory1 hit