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Matching slides 10,645
Current window 2,431-2,460
Pages 355
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2,431-2,460 of 10,645
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 Critique2 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 Critique2 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 Victory2 hits
09
Includes two expert testimonials from former D-Wave employees criticizing the technology's efficacy.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
12
The slide uses expert testimony to undermine the company's core value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 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 Hunter2 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
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 Inaction2 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 Problem2 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 Inaction2 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 Contradiction2 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 Contradiction2 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 · Analogy2 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 Inaction2 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 In2 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 HASI2 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 Monster2 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 Monster2 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 Hunter2 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 Monster2 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 Contradiction2 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 Contradiction2 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 Contradiction2 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 Contradiction2 hits
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 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 Hunter2 hits
17
The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRs for data centers.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
10
Includes two testimonial quotes from industry participants criticizing Pure Storage's TCO analysis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
19
Contains multiple expert testimonials and references to specific industry studies (Microsoft, Alibaba, Meta).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction2 hits