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slides · global inventory

27 Cost Of Inaction

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Matching slides 31,900
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Pages 1,064
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11,131-11,160 of 31,900

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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
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This slide provides background context on medical device innovation in cardiac ablation, citing specific clinical trials and studies.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
27
The slide provides a detailed technical rationale for why PFA is superior to RF or cryo-ablation, focusing on the mechanism of electroporation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
28
The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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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
30
The slide discusses the technical advantages of non-contact charge-density mapping over traditional PVI ablation and cites clinical trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
This is a text-heavy research note conclusion page.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
04
The slide argues that AlloSure has high false negative rates for subclinical rejection and that its commercial success is driven by regulatory loopholes rather than clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
05
This is a page from a research report rather than a standard presentation slide, containing dense narrative text and footnotes.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
06
The slide uses the NKF guidelines to argue that AlloSure's market is smaller than claimed by CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
11
Includes two FOIA data tables as evidence of adverse events.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
12
Includes a specific reference to a 'Fonzi Scheme' analogy regarding One Reverse Mortgages.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
13
Apellis Pharmaceuticals (APLS)Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
03
The slide serves as a post-mortem analysis of investment failures, incorporating a Warren Buffett quote to reinforce the thesis.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · DesireLoop · Cost Of Inaction1 hit
02
The slide uses a 'mea culpa' narrative style to build credibility for a new investment thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
03
Uses a 'whataboutism' rhetorical strategy to defend CACC's business model against ethical criticism.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
04
The slide uses a 'valuation_table' to demonstrate the upside potential based on different P/E multiples.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
06
Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes a comparison table at the top referencing NVR and O'Reilly Auto as benchmarks.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
08
Uses the 'bond market vs equity bears' argument to preempt short-seller thesis.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a 'preempt_rebuttal' structure to address three distinct bear theses: recession sensitivity, AI obsolescence, and credit quality.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
10
Includes a Gordon Growth Model justification and an EPS build-up table.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
11
Includes a financial table at the top and a risk/response table in the middle.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
Includes a valuation table with time horizons and catalysts.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses external news headlines as social proof to validate a bullish thesis on Edgio.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
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Citron Research note using external validation to support a stock recommendation.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a 'connecting the dots' narrative structure to link VPG's design wins to Tesla's product roadmap.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
02
Includes a screenshot of a LinkedIn post by Brett Adcock regarding Figure AI.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide functions as a summary/conclusion page for a Citron Research report, including a financial snapshot and mandatory legal disclosures.Vishay Precision Group (VPG) · Citron Research
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit