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 27,961-27,990
Pages 10,126
Rows per page 30
Component
27,961-27,990 of 303,780
01
This is a classic short-seller research note cover page.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary2 hits
08
The slide uses a 'villain critique' approach to undermine the credibility of the company's financial forecasts.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Iceberg2 hits
18
The slide uses a 'villain critique' approach to undermine the target company's strategic pivot by highlighting market saturation and competitive disadvantage.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique2 hits
12
The slide uses a quote from a former employee to undermine the company's reliance on SpaceX's Starship.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
13
This is a research note from Kerrisdale Capital criticizing AST SpaceMobile's business model and market sizing.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
15
This is page 15 of a Kerrisdale Capital short report on AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle2 hits
17
The slide combines a concluding thesis statement with an appendix diagram.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory2 hits
01
This is a classic short-thesis research note cover/summary page.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 2 hits
08
The slide uses external data from Cox Automotive to support a thesis about vehicle pricing trends and their impact on company financial reporting.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect2 hits
13
The slide uses a narrative of 'Death (Delayed) by a Thousand Cuts' to frame the company's financial trajectory.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 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
01
The slide serves as the cover/summary page for a short-seller research report.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · AttentionLoop · Cost Of Inaction2 hits
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 Breakdown2 hits
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 Breakdown2 hits
09
The slide contains two distinct appendix sections.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction2 hits
10
The second chart includes vertical yellow bars indicating 'IRC launches' and state-specific labels.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction2 hits
01
The slide functions as a classic short-seller research note introduction, establishing the thesis and the firm's position.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication2 hits
13
Includes a direct excerpt from a court filing (Case No. 1:21-cv-02279-JPC) to support the claim of undisclosed conflicts.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
18
The slide uses a line chart to show declining app store rankings as evidence of poor performance.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal2 hits
01
This is a classic short-seller research note cover/summary page.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 2 hits
04
Includes detailed debt breakdown and pro-forma adjustments for the Custom Networks division.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 2 hits
08
The slide uses a line chart to visualize segment performance over time, followed by a three-point argument explaining the decline.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction2 hits
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 Test2 hits
01
This is a classic activist short research note cover page.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 2 hits
06
This slide presents a bearish investment thesis on Oklo, highlighting operational, financial, and supply chain risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
07
Kerrisdale Capital research note; uses specific examples of failed or non-binding agreements (NuScale, Prometheus Hyperscale) to undermine Oklo's valuation.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
08
The slide combines financial analysis of share lock-ups with qualitative 'expert' criticism of the company's management and technical readiness.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 hits
19
The slide uses a dual-axis chart (units vs GWe) to illustrate market growth, followed by a critical narrative conclusion.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown2 hits
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 Breakdown2 hits
12
This is a research note from Kerrisdale Capital, likely part of a short thesis.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)2 hits