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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

120,001-120,060 of 319,975

filter-aware
01
Slide 1
The slide uses a narrative structure to justify a long position based on geopolitical tailwinds and valuation arbitrage.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
02
ACM Research, Inc. (ACMR)ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
02
D-Wave Quantum Inc (QBTS)D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
03
This is a short-seller research note summary.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide includes a detailed financial table and a narrative section highlighting the company's controversial reputation and marketing history.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
05
The slide functions as a critical assessment of D-Wave's technical claims and market positioning.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
The slide highlights technical limitations of D-Wave's annealing qubits and questions the company's progress in gate-model quantum computing.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
07
This is a research note page from Kerrisdale Capital criticizing D-Wave's business model and financial health.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
08
The slide highlights significant dilution (77% increase in shares) and a disconnect between share price rally and stagnant revenue estimates.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
09
Includes two expert testimonials from former D-Wave employees criticizing the technology's efficacy.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide argues that D-Wave's model is not truly scalable or SaaS-like due to the bespoke nature of customer engagements and hardware overhead.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses academic citations to undermine the company's technical claims and highlights a significant price premium.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses expert testimony to undermine the company's core value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Includes direct quotes from an Airbus manager and an unnamed source, framing D-Wave's customer success stories as 'innovation theater'.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
14
The slide uses negative customer feedback to challenge the company's value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
15
Uses expert quotes to undermine the credibility of the company's technical claims.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
16
The slide uses a testimonial from an industry consultant to reinforce the negative thesis.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
17
Technical primer on quantum computing concepts relevant to D-Wave.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
18
D-Wave Quantum Inc (QBTS)D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
19
D-Wave Quantum Inc (QBTS)D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
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 Inaction1 hit
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 Inaction1 hit
09
The slide uses a quote from a former NRC Commissioner to frame the management team as inexperienced 'Nuke Bros'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide uses a 'villain_critique' approach by framing the subject (SMRs) as economically doomed, supported by a bar chart comparing estimated vs. actual costs.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
Uses a visual comparison of a single large reactor vs. ten small reactors to illustrate the inefficiency of Oklo's current design path.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses a skeptical tone to dismantle the 'economies of series production' thesis for Oklo's business model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Uses a series of quotes from industry experts to undermine the target's financial claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The slide uses a blue arrow to highlight the input change and red dashed circles to highlight the resulting negative impact on capital costs, IRR, and LCOE.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
16
Uses authority-citation framework to undermine the company's technical claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
17
The slide uses historical failure data of sodium-cooled reactors to cast doubt on Oklo's technology, followed by expert quotes questioning the viability of SMRs for data centers.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
18
The slide uses a bar chart to visualize the Morgan Stanley projection of SMR market share in data center power capacity.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
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 Breakdown1 hit
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 Breakdown1 hit
21
The table lists 20 distinct projects, most of which are 'In progress'.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
22
Contains two distinct financial tables: one from Oklo's investor presentation and one from a Citi Research model.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
23
Oklo Inc. (OKLO)Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
24
Page 24 of the deck.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
25
Discusses the SEC complaint against Andrew Left/Citron Research and Kerrisdale's stance on disclosure standards.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
26
This slide functions as a legal/regulatory defense, preemptively addressing potential SEC scrutiny regarding trading practices.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
01
Slide 1
This is a classic short-seller research note cover/summary page.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
02
Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a negative area chart to visualize cumulative cash burn.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
04
The slide uses a 'hamster wheel' metaphor to describe the fundamental economic challenge of bitcoin mining.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
05
The slide uses two line charts to demonstrate the dilution of shareholder value in terms of bitcoin production and holdings.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
06
Includes a quote from a senior industry executive criticizing the sector's focus on growth over efficiency.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide serves as a bridge between qualitative critique of industry management practices and quantitative analysis of unit economics.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
10
The slide argues that Riot's participation in ancillary market programs is economically suboptimal compared to their PPA, suggesting operational constraints (substandard infrastructure) are the real reason for their behavior.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
11
The slide functions as a critique of Riot's business model, framing it as regulatory arbitrage rather than legitimate market participation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
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)1 hit
13
The slide argues that US miners are losing competitive advantage due to rising power costs from AI demand and international competition.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit
14
This is a research note conclusion slide from Kerrisdale Capital regarding Riot Platforms.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit
15
The slide contains two distinct charts: a stacked bar chart for capacity growth and a line chart for price correlation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
16
The slide uses a 'preempt_rebuttal' approach by exposing the hidden dilution math behind Riot's acquisition proposal.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
17
This slide is a continuation of a narrative argument regarding Riot's capital allocation strategy.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
18
Riot Platforms, Inc. (RIOT)Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit
19
Riot Platforms, Inc. (RIOT)Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller 1 hit