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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

119,761-119,820 of 319,975

filter-aware
01
Slide 1
This is a classic short-seller research note cover page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
02
AtriCure, Inc. (ATRC)AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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 Monster1 hit
04
The slide uses a narrative structure to discredit the CONVERGE IDE trial results by highlighting procedural flaws and superior alternatives.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
05
Short-seller research note page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
This is a short-seller research note criticizing AtriCure's growth prospects and market positioning.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
07
Research note discussing the technical advantages of PFA over RF/cryoablation and the diagnostic superiority of AcQMap over traditional mapping.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
The slide uses a short-seller thesis structure to argue that revenue growth has failed to translate into profitability or operating leverage.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
Includes capitalization table, financial results table, and medical background on AF.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
The slide explains the clinical rationale for AtriCure's products (ablation and AtriClip) by detailing the anatomy of the left atrial appendage and its role in stroke risk.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
Includes footnotes referencing medical literature on atrial fibrillation treatments.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses anatomical diagrams to illustrate the difference in ablation coverage between the two study arms.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
13
This is a research note from Kerrisdale Capital criticizing AtriCure's strategic pivot to hybrid procedures.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a narrative structure to expose the failure of clinical trials and the resulting strategic shift.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
15
Critique of AtriCure's CONVERGE trial, specifically challenging the control group comparability.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
16
The slide uses clinical study data to challenge the validity of the Convergent trial's control group by showing superior outcomes for modern catheter-based PW ablation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
17
This is a standard text-heavy research report page with bulleted data points and footnotes.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
18
The slide functions as a 'short-thesis' critique, specifically targeting the viability of the Convergent procedure by highlighting the misalignment of incentives between AtriCure and the EPs who control patient referrals.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
19
Includes a direct quote from AtriCure CEO Michael Carrel (May 2020) which is then countered by the author's analysis.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
20
The slide uses a quote from a 2010 conference to contrast with 2020 data, arguing that the company's narrative is disingenuous.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
21
The slide uses academic citations to systematically dismantle the company's growth narrative.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
22
The slide uses a bulleted list to systematically dismantle the credibility of a research study.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
23
The slide uses a short-seller research note style to discredit the company's growth narrative and highlight the lack of operating leverage.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
24
The text argues that the business is structurally unprofitable due to high R&D and SG&A costs that do not scale with revenue growth.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
25
Includes specific footnotes (21, 22) challenging the company's interpretation of the STAR AF II trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
26
This slide provides background context on medical device innovation in cardiac ablation, citing specific clinical trials and studies.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
27
The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
29
The slide uses a narrative structure to contrast clinical trial data with AtriCure's market claims.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
The slide discusses the technical advantages of non-contact charge-density mapping over traditional PVI ablation and cites clinical trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
This is a text-heavy research note conclusion page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
The slide uses a narrative-heavy format to dismantle the company's growth thesis.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
33
AtriCure, Inc. (ATRC)AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
34
AtriCure, Inc. (ATRC)AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
This is a classic activist short-seller research note cover page.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
02
CareDx, Inc. (CDNA)CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
03
This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide argues that AlloSure has high false negative rates for subclinical rejection and that its commercial success is driven by regulatory loopholes rather than clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
05
This is a page from a research report rather than a standard presentation slide, containing dense narrative text and footnotes.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
06
The slide uses the NKF guidelines to argue that AlloSure's market is smaller than claimed by CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a text-heavy research note slide from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
08
Includes a table summarizing capitalization and historical financial results (2016-TTM).CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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 Inaction1 hit
10
The slide is a text-heavy research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
11
The slide provides a critical narrative on the efficacy of dd-cfDNA testing, highlighting the gap between academic hope and clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
12
This is a research note from Kerrisdale Capital criticizing CareDx's AlloSure product, citing clinical literature and expert opinion.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
13
This is a research note from Kerrisdale Capital critiquing a medical diagnostic product.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
14
Kerrisdale Capital research note criticizing CareDx's AlloSure product efficacy.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
15
The slide argues that AlloSure is ineffective for TCMR detection, rendering it useless as a screening tool compared to cheaper alternatives.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
16
Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
17
The slide uses a box plot to demonstrate the lack of statistical separation between 'No rejection' and 'CMR' groups.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
06
Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
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 Inaction1 hit
08
Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a 'preempt_rebuttal' structure to address three distinct bear theses: recession sensitivity, AI obsolescence, and credit quality.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
11
Includes a financial table at the top and a risk/response table in the middle.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
Includes a valuation table with time horizons and catalysts.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
13
The table at the top provides specific price targets and rationales for 12 and 24-month horizons.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Loop · Hypothesis Test1 hit
14
Credit Acceptance Corporation (CACC)Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Loop · Hypothesis Test1 hit