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 1,741-1,770
Pages 227
Rows per page 30
Framework
1,741-1,770 of 6,793
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
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
16
The slide uses a screenshot of Google Trends to argue that public interest in robotics is waning, contradicting potential market hype.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
22
Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses red boxes and callout notes to point out inconsistencies in iRobot's investor presentation materials.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Uses a two-column comparison structure to debunk specific company claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
33
Uses a 'before and after' comparison of charts to demonstrate data inconsistency.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
38
Uses direct quotes from Glassdoor reviews to substantiate claims of poor management and high turnover.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a discrepancy between management's stated share repurchase programs and their actual selling behavior.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses red dashed boxes and arrows to highlight the manipulation of EBITDA targets and weighting.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Uses a red flag icon to draw attention to the narrative text. Highlights specific cells in the table with red boxes.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a red flag icon to emphasize the warning sign of compensation disconnect.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
44
The slide uses a red flag icon and a red dashed box to highlight the anomaly in Q1 2014.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a red flag icon to signal a warning about accounting practices.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
47
Uses red boxes and arrows to highlight specific accounting inconsistencies in SEC filings.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses a dual-axis chart combining bar charts for absolute dollar values and a line chart for percentage of net income.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a narrative structure to expose contradictions in Aurora's business model, specifically regarding cost, infrastructure, and partner alignment.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
18
This is a text-heavy research note slide from Kerrisdale Capital, acting as a rebuttal to Aurora's management claims.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
32
The slide uses a narrative structure to dismantle the company's claims about hardware costs and the economic viability of their per-mile fee model.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
34
The slide uses quotes from industry executives to debunk the idea that autonomous trucks will be cost-neutral or cheaper.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
37
The slide uses a narrative structure to contrast Aurora's past stated goals with current operational realities and financial requirements.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
40
This slide is part of a short-seller research report by Kerrisdale Capital, focusing on exposing flaws in Aurora's economic assumptions.Aurora Innovation, Inc. (AUR) · 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
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
03
The slide uses a strong argumentative tone to expose perceived dishonesty in competitor marketing claims regarding TCO.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
10
Includes two testimonial quotes from industry participants criticizing Pure Storage's TCO analysis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · 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
24
The slide uses a narrative-driven critique style to undermine the credibility of the company's management and their revenue projections.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
25
The slide is a continuation of a research note, focusing on the skepticism regarding Red Cat's production capabilities and management credibility.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit