slides · global inventory
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Matching slides 60,557
Current window 23,101-23,130
Pages 2,019
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Component
23,101-23,130 of 60,557
05
Includes a capitalization table and a summary financial forecast table.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
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 Victory1 hit
04
Includes a detailed capitalization table and a 5-year financial summary (2020A-2024E).Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
09
The slide uses a bridge-style reconciliation table to strip out non-recurring items from GPU.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect1 hit
10
The slide uses a detailed debt schedule to challenge management's liquidity narrative.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a table to highlight the discrepancy between reported liquidity and actual usable cash, followed by a narrative analysis of inventory age constraints.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a scenario table to demonstrate that Carvana's current operating levels are insufficient to cover fixed charges, highlighting a gap between management goals and reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
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 Struggle1 hit
22
Includes market cap, TEV, EV/Sales, EV/Gross Profit, EV/EBITDA, FCF Yield, and Dividend Yield.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
02
Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
The slide uses a 'valuation bridge' style table to demonstrate that the market's implied stock price for Carvana requires unrealistic growth and margin assumptions.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
08
The slide uses a valuation bridge to justify a significant downside price target.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
09
The slide contains two distinct appendix sections.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
11
The slide contains two distinct data sections: a stacked bar chart showing market penetration by cohort and a valuation table with EV/Sales, EV/EBITDA, and P/E multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
12
The table compares established tech companies against CarMax and Carvana's implied growth rate.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
04
The slide includes a detailed financial table and a narrative section highlighting the company's controversial reputation and marketing history.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide uses a bridge-like calculation to derive the implied prepayment amount from changes in EBITDA, interest, and Capex guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide argues that the long-term recurring cash benefit is negligible relative to Lumen's current EBITDA.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
14
The slide uses a sum-of-parts (SOP) approach to value 'Core' and 'Custom networks' segments separately, then subtracts debt and pension liabilities to arrive at equity value.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
16
Includes a valuation table calculating net proceeds and a pro forma impact table on EBITDA, interest, capex, FCF, and net debt.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
17
Includes WACC assumptions and derivation of estimated fair value per share.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
18
Includes mean and median calculations for the peer group.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
04
Includes a capitalization table and a 5-year financial projection table.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
20
The slide contains two distinct sections: a technical summary of reactor features and a narrative summary of the SPAC merger history.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
21
The table lists 20 distinct projects, most of which are 'In progress'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
02
Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
16
The slide uses a 'preempt_rebuttal' approach by exposing the hidden dilution math behind Riot's acquisition proposal.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit