anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 60,568
Current window 23,131-23,160
Pages 2,019
Rows per page 30
Component: Tableclear collectionreset all
18 30 60

Component

23,131-23,160 of 60,568

filter-aware
05
The slide argues that ACMR is undervalued across multiple valuation approaches, including peer multiples and DCF.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
07
The slide provides a detailed financial table and narrative context on the company's dual-listing structure and competitive positioning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
08
The slide combines a valuation discrepancy argument with a macro-thematic section on Chinese semiconductor self-sufficiency.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
09
The slide discusses the impact of government policy on domestic WFE consumption in China, specifically referencing ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
10
Includes a table comparing revenue growth of Global Big Four vs Chinese Listed Suppliers from 2018-2023.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
11
Includes a table detailing market share and localization rates across various semiconductor manufacturing segments.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
13
The slide includes a table summarizing SAM expansion by market segment, including Advanced Packaging, ECP, Furnace, Track, and PECVD.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
15
The slide provides qualitative and quantitative status updates on ACMR's product portfolio expansion.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
18
The slide includes a table of customer engagements by region and commentary on ACMR's long-term revenue goals.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
19
The slide argues that concerns about China WFE market declines are misplaced for ACMR due to its focus on trailing-edge nodes and strong demand in the cleaning segment.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
23
The slide uses historical revenue data to counter the bear thesis that export restrictions would cripple Chinese semiconductor fab capacity growth.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
26
The table compares a sum-of-the-parts valuation (stake in ACMS) against a DCF-derived future earnings valuation.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
27
Includes a detailed DCF table, valuation bridge, share derivation, and key assumptions.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 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
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 Inaction1 hit
07
The slide provides a financial snapshot of Aurora Innovation and transitions into a technical history of autonomous vehicle software stacks.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide provides context for a critique of Aurora's cost-saving projections by comparing industry-wide ATRI data against specific dry van truck estimates.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
24
Includes detailed footnotes explaining the assumptions behind the autonomous trucking constraints (CVSA inspections and terminal queuing).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
27
The table demonstrates that autonomous trucking struggles to compete with manned OTR trucking due to the fixed $1000 drayage cost, especially on shorter routes.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 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
04
The slide uses a table to contrast TCO models and then provides a narrative argument against the 'pro-flash' camp's claims regarding HDD performance limitations in AI applications.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
07
The slide presents a critical view of Red Cat's history, framing their acquisitions as unsuccessful.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
12
The slide uses an official government budget document snippet to contradict company management's public statements about revenue expectations.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 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