slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 2,521-2,550
Pages 3,950
Rows per page 30
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2,521-2,550 of 118,471
24
Uses a red flag icon to signal a warning/contradiction.Progyny, Inc. (PGNY) · Spruce Point Capital Management
Activist deck Short seller Beat · EvidenceLoop · Analogy6 hits
08
The slide uses a three-row layout to present distinct pillars of the short thesis.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 6 hits
08
The slide uses a vertical red arrow as a visual anchor to connect two distinct problem areas.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem Statement6 hits
35
The slide uses a 'villain critique' approach to frame the company as a one-product firm with a vulnerable moat.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction6 hits
48
The slide uses a chronological sequence of excerpts from SEC filings to demonstrate the omission of 'China' in later reports.Axon Enterprise (formerly TASER) (AAXN) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory6 hits
17
The slide uses quotes from Space News to build a case against the competitive viability of Aerojet Rocketdyne.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle6 hits
73
The slide uses yellow highlighting to draw attention to specific claims, likely to facilitate later critique or contradiction.Zillow Group, Inc. (Z) · Spruce Point Capital Management
Activist deck Short seller 6 hits
10
The slide uses a yellow background for the main content area, typical of Spruce Point activist decks.Tempus AI, Inc. (TEM) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution & Approach6 hits
16
The slide uses a yellow background for the main content area, typical of Spruce Point research notes.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Problem & Complication6 hits
28
Uses a 'before-after' comparison structure to highlight a contradiction in company narrative.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Preempt Rebuttal6 hits
40
The slide uses a 'villain' framing by contrasting the 'monopoly' narrative with the reality of market perception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Expose Contradiction6 hits
06
The slide uses direct quotes from company filings to expose the contradiction between management's claims of remediation and the recurring nature of the weaknesses.Super Group (SGHC) Limited (SGHC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · Zoom In6 hits
03
The slide uses bolded thesis statements to structure the argument against Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary6 hits
04
The slide uses bolded action-oriented headers for each paragraph to summarize key points of the investment thesis.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 6 hits
06
This is a text-heavy research note page detailing the company's recent history and financial distress.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 6 hits
01
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 6 hits
03
This is a short-seller research note summary.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 6 hits
03
The slide uses a narrative-driven structure to dismantle the bull case for CoreWeave by framing it as a 'stopgap' rather than a strategic partner.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 6 hits
10
The slide provides a critical assessment of CoreWeave's business model, highlighting risks related to capital intensity, margin pressure, and reliance on large contracts.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 6 hits
16
The slide discusses the structural risks of CoreWeave's reliance on long-term contracts in a market shifting toward shorter cycles and inference-based workloads.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 6 hits
03
The slide uses bolded thesis statements followed by supporting evidence for each point.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 6 hits
12
The slide uses a skeptical tone to dismantle the 'economies of series production' thesis for Oklo's business model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction6 hits
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction6 hits
28
The slide uses investigative journalism and parliamentary submissions to challenge management's credibility.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction6 hits
32
The slide uses a direct quote from an FDA warning letter to undermine the credibility of the partner company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction6 hits
04
This is a short-seller research note page focusing on operational and market-demand skepticism.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique6 hits
10
The slide is a dense text-based research note analyzing the financial implications of the SRR contract for Red Cat.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 6 hits
19
The slide uses a series of dated quotes to highlight inconsistencies in management's narrative about scaling production.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 6 hits
11
The slide functions as a critique of Riot's business model, framing it as regulatory arbitrage rather than legitimate market participation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)6 hits
06
The slide uses excerpts from financial reports to challenge the company's asset valuation.TMC the metals company Inc. (TMC) · Bonitas Research
Research note Short seller Beat · The MonsterLoop · Pattern Hunter6 hits