slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 2,041-2,070
Pages 210
Rows per page 30
Framework
2,041-2,070 of 6,294
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
59
Uses a direct comparison framework to systematically dismantle four key investment pillars.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The table segments companies into Small Cap WFE, Large Cap WFE, Japanese WFE, and Chinese WFE, with ACMR at the bottom.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
14
The slide uses a table to contrast Astra's projected costs with SpaceX's current and future costs, arguing that Astra's business model is threatened by the economics of reusability.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
16
Includes a table comparing SpaceX, Rocket Lab, Virgin Orbit, Relativity, Firefly, ABL, and Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
03
The chart shows an adjustment to Carvana's GAAP retail GPU to align with CarMax's reporting standards, showing convergence.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
10
The slide uses a comparison table to frame FleetCor's pricing as potentially fraudulent or egregious compared to WEX.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Comparison Table1 hit
03
The slide uses a comparative valuation framework to argue for a significant upside in Edgio's stock price based on peer multiples.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
07
The slide uses a screenshot of a third-party comparison table to support a thesis about market share shift.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
15
The chart uses a grouped bar format to show annual revenue per employee, with a line overlay for the peer average.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
03
The slide uses a comparison-frame to contrast the target company with a 'good' benchmark (Berkshire) and a 'bad' benchmark (GE).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Thesis Headline1 hit
06
The slide uses a comparison-frame to link Freedom Holdings to the FTX scandal, highlighting governance and regulatory risks.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
22
The slide uses a cost-comparison table to challenge Aurora's economic assumptions, specifically regarding the 'first and last mile' costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
24
Includes detailed footnotes explaining the assumptions behind the autonomous trucking constraints (CVSA inspections and terminal queuing).Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
27
The table demonstrates that autonomous trucking struggles to compete with manned OTR trucking due to the fixed $1000 drayage cost, especially on shorter routes.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide uses peer benchmarking to expose a potential accounting or business model discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
27
The slide uses a comparison frame to equate FTAI's business model with traditional leasing companies, highlighting shared negative characteristics like cyclicality and low growth.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
64
The slide highlights how accounting choices (useful life/residual value) inflate inventory values and COGS.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
13
The slide compares ANTA's distributor margins against public companies like Belle and Pousheng to highlight discrepancies.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
84
The slide presents a bilingual (Chinese/English) transcript comparing the business models of established international brands versus the family-based, clan-driven distribution networks of early ANTA.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
39
The slide uses a comparative analysis between Wise Plc and DLO to highlight potential accounting irregularities at DLO.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
25
The slide uses a competitive table to highlight the price disparity between Inogen and Chinese alternatives.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
21
Includes financial statement excerpts for r24 Holding GmbH (formerly rent24 GmbH) for 2017-2018.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 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
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
06
Citron Research short thesis slide targeting Peloton's pricing model.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
07
The slide uses a comparison table to frame the product offering, followed by a narrative critique of the company's IP strategy regarding the leaderboard feature.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
02
Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit