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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

Slide type composition

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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

120,181-120,240 of 319,975

filter-aware
01
Slide 1
Visual metaphor of a malfunctioning robot vacuum causing a fire in a living room.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
02
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
03
The slide uses a numbered list with red flag icons to denote critical risks.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller 1 hit
04
The slide uses a dual-axis chart (line for price, bars for volume) to overlay narrative events against market performance.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
05
The slide uses a comparative stock performance chart to imply a bearish outlook on IRBT by drawing a parallel to the performance of DDD.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The chart highlights IRBT's significant outperformance relative to peers like AMZN, WMT, TGT, BBBY, SODA, and JCP.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
07
iRobot Corp (IRBT)iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses a rhetorical question and visual juxtaposition to frame the company as failing to meet the 'robot' definition.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a contrarian argument, suggesting that widespread media hype is a bearish indicator.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Part of an activist short thesis presentation by Spruce Point Capital.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
13
Uses a 'Sign' framework to identify market irrationality; provides a detailed quantitative breakdown to debunk the 'robotics acquisition' narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
01
Slide 1
This is a short-seller research note cover page.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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CoreWeave, Inc. (CRWV)CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a narrative-driven structure to dismantle the bull case for CoreWeave by framing it as a 'stopgap' rather than a strategic partner.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
04
This is a text-heavy research note slide summarizing the core arguments against the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
05
Includes detailed capitalization table and financial summary projections through 2028E.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
06
Includes a map visualization of US and European data center locations.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
07
Includes a technical stack diagram of CoreWeave's platform.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide uses a table to demonstrate that Neocloud providers face significantly higher capital costs compared to hyperscalers like Oracle, primarily driven by networking expenses.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
09
The slide includes a detailed table of 111+ emerging Neocloud providers and 20 sovereign Neoclouds, highlighting the fragmented nature of the market.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
10
The slide provides a critical assessment of CoreWeave's business model, highlighting risks related to capital intensity, margin pressure, and reliance on large contracts.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide argues that CoreWeave's accounting assumptions regarding asset depreciation are overly optimistic compared to Amazon and Nebius.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
12
Includes a red dashed annotation highlighting the EBIT margin decline.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
13
The slide argues that apparent diversification is misleading because OpenAI is the true underlying customer.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide critiques CoreWeave's M&A strategy and highlights structural threats to the 'neocloud' business model from hardware providers.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
15
Includes a quote from a former Nvidia Principal Architect regarding CoreWeave's lack of inference-optimized hardware.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
16
The slide discusses the structural risks of CoreWeave's reliance on long-term contracts in a market shifting toward shorter cycles and inference-based workloads.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
17
The slide also includes a section on CoreWeave's infrastructure strategy using repurposed crypto mining facilities.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
18
The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide uses quotes to frame CoreWeave's business model as a temporary 'bridge' for Microsoft's infrastructure needs.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
20
The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
21
The slide includes a screenshot of a company-provided chart followed by a bulleted list of critical assumptions used to debunk the company's narrative.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
22
This slide serves as a detailed critique of a specific financial model, likely presented in a previous slide (referenced as 'this chart').CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
23
The chart uses a custom waterfall-like structure to show debt, equity, EBITDA, and debt service over 6 years.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
24
The slide presents a highly negative valuation analysis, projecting significant downside (88% to 95%) for the company.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
25
The slide uses a waterfall-style timeline to show cash inflows and outflows relative to contract milestones.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
26
The table highlights the significant infrastructure footprint advantage held by hyperscalers compared to CoreWeave.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
27
Contains two financial tables showing cash flow, EBITDA, and IRR projections over a 6-year period.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
28
Page number 28 at the bottom.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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Page 29 of the document.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
30
CoreWeave, Inc. (CRWV)CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
19
Contains multiple expert testimonials and references to specific industry studies (Microsoft, Alibaba, Meta).Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
20
Includes a quote from a Solidigm marketing executive to support the skepticism regarding flash adoption.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
21
The slide uses a SanDisk chart to critique Pure Storage's reliance on Moore's Law as a guarantee for future cost reductions.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
22
The slide uses a skeptical tone to dismantle the 'hyperscaler software' narrative, highlighting the lack of transparency in the Meta deal and questioning the long-term viability of the QLC-based strategy.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
23
Includes transcript excerpt and multiple expert quotes to undermine the bull case for Pure Storage.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
24
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage's competitive moat.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
25
Includes a quote from a competitor CTO and two charts comparing enterprise storage market share vs. AFA market share.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
26
Contains multiple expert testimonials/quotes used to support the investment thesis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
27
The slide uses a series of quotes from industry executives to build a bearish case against Pure Storage, followed by a brief summary of financial concerns.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
28
Includes a direct quote from the CEO regarding the subscription model transition.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
29
The slide uses a quote from a CTO to frame a discussion on accounting transparency and profitability metrics.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
30
The slide argues that Pure Storage is overvalued compared to its true peers (NetApp) and does not deserve SaaS-like multiples.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
31
Includes a peer comparison table and a specific price target derivation table.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
32
Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction1 hit
33
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
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Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
35
Pure Storage, Inc. (PSTG)Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit