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47 Quick Win Big Bet
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The slide serves as a transition from addressing historical short-seller concerns to presenting a valuation thesis.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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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
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The table compares a sum-of-the-parts valuation (stake in ACMS) against a DCF-derived future earnings valuation.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
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Includes a detailed DCF table, valuation bridge, share derivation, and key assumptions.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses a narrative structure to undermine the company's growth story by framing it as a 'house of cards'.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
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The slide argues that CareDx effectively monetized the research process itself, creating a conflict of interest and a circular revenue model.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Thesis HeadlineLoop · Cost Of Inaction1 hit
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The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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This is a research note page from Kerrisdale Capital, focusing on competitive analysis and product obsolescence.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide discusses the impact of PAMA rules on Medicare reimbursement and the potential for price competition between Natera and CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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This is a research note from Kerrisdale Capital criticizing CareDx's market sizing methodology.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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Forward Air Corporation (FWRD)Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
11
The chart uses a waterfall-bridge structure to show how the current share price of $73 reaches a base case of $142 through four distinct value-add steps.Forward Air Corporation (FWRD) · Ancora Alternatives
Conference presentation Activist investor Beat · Solution & ApproachLoop · Quick Win Big Bet1 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
11
The slide uses a visual comparison chart to illustrate Pure's TCO argument, which the author then proceeds to debunk.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
12
The slide serves as a critical review of competitor research, specifically targeting TCO models for storage hardware.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
13
This slide details the specific technical assumptions (erasure coding ratios, data reduction ratios, power duty cycles) used to challenge Solidigm and Pure Storage claims.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
14
This slide serves as a rebuttal to Solidigm's analysis, specifically challenging their assumptions on HDD/SSD reliability and cost-per-TB.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
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This slide serves as a detailed rebuttal of specific financial assumptions made by a competitor or target company.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
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The table compares three storage configurations across technical and financial dimensions to derive a cost multiple relative to HDDs.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
37
Uses a problem-solution mapping framework.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses a flow-based diagram to map sources of capital to specific allocation strategies.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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Uses a matrix-like structure to define the diagnostic process for capital allocation.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
40
The slide uses a bar chart to compare annualised buyback returns over different time horizons against the company's cost of capital.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
41
Samsung C&T Corporation (028260 KS)Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses a two-column layout to contrast benefits against requirements.Samsung C&T Corporation (028260 KS) · Palliser
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
85
Viacom (VIAB)Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
86
The slide uses a before-after framing to justify cost-cutting measures.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
87
The slide uses a 'Step 8' framing, implying a multi-step strategic plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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This is part of a multi-step value creation plan.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit
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The chart bridges the current value to a potential total value through additive and subtractive components.Viacom (VIAB) · Eric Jackson
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Quick Win Big Bet1 hit