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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.

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319,975
Described
319,974
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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

119,941-120,000 of 319,975

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01
Slide 1
This is a classic short-seller research note introduction.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
02
This slide serves as a summary of the investment thesis (short position) and includes a formal legal disclaimer.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
03
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
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 1 hit
05
Includes a capitalization table and a summary financial forecast table.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
06
This is a research note page from Kerrisdale Capital criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
07
Uses expert testimony to build a case against the technical viability of the company's product.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide uses expert testimony (former JPL physicist, former SpaceX engineer) to undermine the company's technical claims.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
Includes a testimonial/quote from a former OneWeb engineer to bolster the critique.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
Kerrisdale Capital research note criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Inaction1 hit
14
This is a research note from Kerrisdale Capital arguing against the investment thesis of AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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 Struggle1 hit
16
The slide also includes a brief critique of Apple/Globalstar's regulatory and technical position.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
17
The slide combines a concluding thesis statement with an appendix diagram.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
18
Includes a visual example of a 'Day Pass' user interface and a detailed financial table.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
19
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
20
AST SpaceMobile, Inc. (ASTS)AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
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 Inaction1 hit
14
The slide uses a scenario table to demonstrate that Carvana's current operating levels are insufficient to cover fixed charges, highlighting a gap between management goals and reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
15
The slide highlights a correlation between reduced advertising spend and declining website traffic.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
16
The slide uses a combination of anecdotal evidence from former employees and a critique of the company's algorithmic business model to build a bearish case.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
17
Uses a 'quote-counter-quote' structure to expose a contradiction between management narrative and operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
18
The slide argues that Carvana's unique selling propositions have been commoditized by competitors and that its centralized logistics model is fundamentally flawed, forcing a pivot to a more traditional, local dealership structure.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
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 Victory1 hit
20
Contains three charts sourced from Cox Automotive.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
21
The chart highlights a significant drop in days of supply for 2023 compared to previous years, specifically noting a -13% year-over-year change.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
22
Includes market cap, TEV, EV/Sales, EV/Gross Profit, EV/EBITDA, FCF Yield, and Dividend Yield.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
23
Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
24
Carvana Co. (CVNA)Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
02
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
03
Kerrisdale Capital short thesis on Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes detailed debt breakdown and pro-forma adjustments for the Custom Networks division.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital analyzing Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide combines qualitative analysis of operational risks with quantitative data on debt maturity and revenue performance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a line chart to illustrate the secular decline across all three product categories (Grow, Nurture, Harvest) over six quarters.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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 Inaction1 hit
09
Includes two external quotes used to undermine the company's narrative.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide uses a bridge-like calculation to derive the implied prepayment amount from changes in EBITDA, interest, and Capex guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
11
The slide argues that the long-term recurring cash benefit is negligible relative to Lumen's current EBITDA.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
12
The slide uses a skeptical tone to challenge management's claims about future sales pipeline conversion.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
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 Test1 hit
15
Includes a callout box explaining the specific adjustments to EBITDA and CFO guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
16
Includes a valuation table calculating net proceeds and a pro forma impact table on EBITDA, interest, capex, FCF, and net debt.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
17
Includes WACC assumptions and derivation of estimated fair value per share.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
18
Includes mean and median calculations for the peer group.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
19
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
20
Lumen Technologies (LUMN)Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
21
The slide discusses the SEC vs. Andrew Left (Citron Research) case to frame Kerrisdale's own disclosure practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
22
This slide functions as a preemptive legal defense against potential regulatory scrutiny regarding trading practices.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
01
Slide 1
This is a classic activist short research note cover page.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
02
The document structure clearly indicates a short-selling or critical research report, focusing on technical, financial, and regulatory risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses bolded thesis statements followed by supporting evidence for each point.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes a capitalization table and a 5-year financial projection table.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
05
The slide uses expert testimony (former NRC commissioner) and comparative data (employee counts) to undermine the company's credibility.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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 Inaction1 hit