slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 1,711-1,740
Pages 227
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Framework
1,711-1,740 of 6,793
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
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
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
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
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
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
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
03
This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 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
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
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
13
Includes a direct excerpt from a court filing (Case No. 1:21-cv-02279-JPC) to support the claim of undisclosed conflicts.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
14
The slide uses a narrative structure to build a case of regulatory misrepresentation by highlighting the overlap between DWAC's IPO process and TMTG merger discussions.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 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
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
01
This is a classic activist short research note cover page.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
01
This is a classic short-seller research note cover/summary page.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
03
The text highlights discrepancies between management's claims and public Army disclosures, as well as a history of broken promises regarding production capacity.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital, focusing on short-selling thesis points regarding Red Cat Holdings.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
06
The slide functions as a 'short thesis' argument, using the departure of key personnel and insider selling as evidence of a lack of confidence in the company's future performance.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
09
The slide uses a skeptical tone to contrast management's narrative with the reality of the contract details.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a series of quotes from earnings calls to highlight inconsistency in management's communication regarding the SRR program's financial potential.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
13
Kerrisdale Capital research note critiquing Red Cat Holdings' management claims.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses a series of dated quotes to highlight inconsistencies in management's narrative about scaling production.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
21
This is a research note from Kerrisdale Capital critiquing a company's (Red Cat) growth narrative.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 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
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