slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,931-27,960
Pages 10,126
Rows per page 30
Component
27,931-27,960 of 303,780
01
Kerrisdale Capital research note; long position disclosure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
17
The slide uses clinical trial results as evidence to support the investment thesis regarding the efficacy of the AcQMap technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 2 hits
01
This is a classic short-seller research note cover page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster2 hits
03
The slide uses a strong thesis-driven opening statement typical of short-seller research reports.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster2 hits
01
This is a classic activist short-seller research note cover page.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 2 hits
03
This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 2 hits
09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction2 hits
23
This is a research note page from Kerrisdale Capital, focusing on competitive analysis and product obsolescence.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction2 hits
04
Uses a 'vs' visual comparison to contrast old-fashioned oxygen tanks with portable concentrators.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal2 hits
01
Includes a testimonial/marketing image from Apellis featuring Henry Winkler.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction2 hits
02
The slide uses a 'jumped the shark' idiom to frame the drug's clinical reception as having peaked and begun a decline in credibility.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
07
Includes a direct quote from an earnings call and a chart from a Jefferies analyst report.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
02
The slide uses two charts from Datawrapper to highlight Tesla's growth trajectory relative to competitors.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
05
The slide uses a table to show YoY decline in mass-market sedan sales for Toyota and Honda to support the thesis that Tesla is cannibalizing their market share.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
09
The slide includes a defensive narrative regarding the firm's trading history and a speculative comment on Tesla's earnings release date.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
03
The slide serves as a post-mortem analysis of investment failures, incorporating a Warren Buffett quote to reinforce the thesis.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · DesireLoop · Cost Of Inaction2 hits
01
The slide uses a billboard metaphor to visually represent the reversal of the firm's previous skeptical stance.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Hypothesis Test2 hits
02
The slide uses a 'mea culpa' narrative style to build credibility for a new investment thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction2 hits
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 Inaction2 hits
10
Includes a Gordon Growth Model justification and an EPS build-up table.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
01
The slide uses external news headlines as social proof to validate a bullish thesis on Edgio.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
01
The slide uses a 'Forbes 30 under 30' cover as a visual anchor for the 'curse' narrative.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · HookLoop · 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
03
The slide uses a rhetorical question to frame the company as a 'Belize/Russian version of Alameda Research'.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
05
The slide uses a screenshot of a PCAOB document to establish credibility and then quotes specific findings regarding audit failures, concluding with a call for delisting.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
06
The slide uses a comparison-frame to link Freedom Holdings to the FTX scandal, highlighting governance and regulatory risks.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Loop · Cost Of Inaction2 hits
02
Includes a screenshot of a LinkedIn post by Brett Adcock regarding Figure AI.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
01
The slide serves as a short-seller research note update.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Situation & Context2 hits
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 2 hits
03
This is a research note from Citron Research criticizing Peloton's competitive moat regarding its hardware.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits