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Preempt Rebuttal
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05
This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
15
Critique of AtriCure's CONVERGE trial, specifically challenging the control group comparability.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
16
The slide uses clinical study data to challenge the validity of the Convergent trial's control group by showing superior outcomes for modern catheter-based PW ablation.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 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
04
The slide uses a comparative table to show the inverse relationship between Tesla Model 3 sales growth and the declining sales of traditional luxury sedans.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
07
This is a research note from Citron Research, historically known for short-selling, pivoting to a bullish stance on Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
10
Uses external press releases and media reports to corroborate internal investigative data points.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Preempt RebuttalLoop · Iceberg1 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
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
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
06
This is a research note from Kerrisdale Capital focusing on regulatory risks and SPAC merger delays.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller 1 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
16
This is a text-heavy research note slide from Kerrisdale Capital arguing against the legitimacy of the DWAC-TMTG merger.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Preempt Rebuttal1 hit
04
The slide uses third-party validation (AWS/Microsoft) to counter potential skepticism about Edgio's capabilities.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In1 hit
13
This is a classic 'preempt_rebuttal' slide used by short-sellers to address potential counter-arguments before concluding their thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
18
Muddy Waters research note style, focusing on investigative skepticism.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
20
This is a classic 'preempting the rebuttal' slide used in short-selling research to invalidate potential bull-case explanations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
03
This is a text-heavy research note slide focusing on governance concerns and demands for disclosure.Eurofins Scientific SE (ERF) · Muddy Waters Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
06
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
18
The slide serves as a legal disclaimer/warning regarding the severity of sanctions violations.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
AppLovin (APP)AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
19
The table highlights the inability of specific real estate assets to maintain positive coverage ratios under rising interest rate scenarios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
28
The slide uses a red box to highlight the 'DBRS Morningstar As-Is LTV (%)' column to draw attention to high leverage ratios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
23
Includes a table detailing orphan drug designation and marketing approval for Filspari (sparsentan).Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
24
This is a text-heavy research note page focusing on competitive critique and data skepticism.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
03
The slide lists questions 1-7 of an 11-question set. It highlights potential accounting misstatements and lack of transparency.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
04
The slide uses a table to frame specific accounting/contractual questions as a way to expose potential contradictions in SOFI's public disclosures.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
02
This is a research note from Muddy Waters Research, acting as an activist short report.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
22
The slide uses a dual-axis line chart to demonstrate that despite potential excuses, the underlying metrics (subscriber value and system size) do not explain the discrepancy between non-GAAP and GAAP financials.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Addressing potential rebuttals1 hit