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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

119,881-119,940 of 319,975

filter-aware
01
Slide 1
This is a classic short-seller research note cover page.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
02
Astra Space, Inc. (ASTR)Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
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 Summary1 hit
04
The slide highlights the company's lack of revenue and poor track record of successful launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
05
The slide highlights the competitive disadvantage of small launchers compared to large-scale rideshare providers like SpaceX.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Loop · Analogy1 hit
06
The slide uses a bar chart to highlight the disparity between Astra's small payload capacity and the significantly larger capacities of competitors.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
07
This is a text-heavy research note page from Kerrisdale Capital.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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 · Iceberg1 hit
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 Critique1 hit
10
Includes a quote from a 'Mission Manager for a broadband mega-constellation' to undermine Astra's credibility.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
11
Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
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 Critique1 hit
13
The slide uses a narrative structure to highlight management's lack of preparedness and the inadequacy of their current rocket specifications.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
14
The slide uses a table to contrast Astra's projected costs with SpaceX's current and future costs, arguing that Astra's business model is threatened by the economics of reusability.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
15
Includes a testimonial from an industry professional and references to CEO Chris Kemp's statements.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
16
Includes a table comparing SpaceX, Rocket Lab, Virgin Orbit, Relativity, Firefly, ABL, and Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
17
The slide uses a 'villain_critique' approach to frame Astra's management decisions as desperate and strategically flawed.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
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 Critique1 hit
19
This is a page from an activist short-seller research report by Kerrisdale Capital targeting Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
20
This is a research note page from Kerrisdale Capital, focusing on the lack of differentiation in Apollo Fusion's technology and the questionable background of Astra's leadership regarding satellite networks.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
21
The text serves as a 'short-seller' research note, systematically dismantling the credibility of Astra's management and their FCC filings.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
22
This is a page from a Kerrisdale Capital research report on Astra Space, focusing on the logistical and financial challenges of their business model.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
23
This is a short-seller research note conclusion page.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Conclusion1 hit
24
The table includes operational metrics like number of launches and spaceports alongside financial metrics like revenue, EBITDA, and free cash flow.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller 1 hit
25
Astra Space, Inc. (ASTR)Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller 1 hit
26
Astra Space, Inc. (ASTR)Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller 1 hit
01
Slide 1
This is a classic short-thesis research note cover/summary page.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
02
Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses bolded lead-in phrases for each paragraph to summarize the core argument of that section.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes a detailed capitalization table and a 5-year financial summary (2020A-2024E).Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a text-heavy research note page from Kerrisdale Capital analyzing Carvana's financial and operational health.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
07
This is a research note page from Kerrisdale Capital, acting as a short-seller thesis document.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
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 Effect1 hit
09
The slide uses a bridge-style reconciliation table to strip out non-recurring items from GPU.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect1 hit
10
The slide uses a detailed debt schedule to challenge management's liquidity narrative.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a table to highlight the discrepancy between reported liquidity and actual usable cash, followed by a narrative analysis of inventory age constraints.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide critiques the company's reliance on asset-backed financing for liquidity, specifically questioning the valuation and encumbrance of real estate assets.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
Slide 1
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 Inaction1 hit
02
Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
The chart shows an adjustment to Carvana's GAAP retail GPU to align with CarMax's reporting standards, showing convergence.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
This is a research note page from Kerrisdale Capital criticizing Carvana's business model and growth prospects.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
05
Includes a quote from a former Director of Operations to support the thesis that rapid growth requires sacrificing unit economics.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
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 Breakdown1 hit
07
The slide uses a narrative approach to expose the contradiction between Carvana's original business model and its current operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
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 Breakdown1 hit
09
The slide contains two distinct appendix sections.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
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 · Satisfaction1 hit
11
The slide contains two distinct data sections: a stacked bar chart showing market penetration by cohort and a valuation table with EV/Sales, EV/EBITDA, and P/E multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
12
The table compares established tech companies against CarMax and Carvana's implied growth rate.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
13
Includes standard conflict of interest and non-solicitation language.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
14
Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
20
The slide uses a narrative structure to expose the 'sordid' nature of the PIPE deal, framing it as a mechanism for institutional profit at the expense of retail investors.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller 1 hit
21
This is a narrative-heavy slide from a short-seller research report (Kerrisdale Capital) focusing on regulatory risk.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller 1 hit
22
The diagram maps Patrick Orlando's roles across various investment firms and SPACs.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
23
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
24
The slide uses a table format to present a timeline of events from June 2021 to February 2022.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
25
Includes detailed tables for sources/uses, ownership, valuation, and a stacked bar chart for revenue projections.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
26
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller 1 hit
27
Digital World Acquisition Corp (DWAC)Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller 1 hit