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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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11,161-11,190 of 31,900

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Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
07
This is a text-heavy research note slide from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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Includes a table summarizing capitalization and historical financial results (2016-TTM).CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
10
The slide is a text-heavy research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
11
The slide provides a critical narrative on the efficacy of dd-cfDNA testing, highlighting the gap between academic hope and clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 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
15
The slide argues that AlloSure is ineffective for TCMR detection, rendering it useless as a screening tool compared to cheaper alternatives.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
16
Critique of CareDx's AlloSure product, focusing on market size limitations and clinical study failures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
17
The slide uses a box plot to demonstrate the lack of statistical separation between 'No rejection' and 'CMR' groups.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
18
The slide presents specific clinical data points (sample sizes, hit rates, false positives) to undermine the clinical validity of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
19
The slide uses data to challenge the clinical utility and market size of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
20
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
21
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
22
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
23
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
24
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
25
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
26
This is a text-heavy research note page from a Kerrisdale Capital report.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
10
The slide uses a detailed debt schedule to challenge management's liquidity narrative.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
Slide 1
The slide serves as the cover/summary page for a short-seller research report.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · AttentionLoop · Cost Of Inaction1 hit
02
Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 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 narrative approach to link past regulatory actions against ARC Global to the current DWAC situation.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
11
The slide uses a narrative approach to expose potential conflicts of interest and regulatory red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
12
This is a text-heavy research note slide focusing on investigative findings regarding corporate relationships.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · 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