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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 3,421-3,450
Pages 328
Rows per page 30
Slide function
3,421-3,450 of 9,820
10
Includes a table comparing revenue growth of Global Big Four vs Chinese Listed Suppliers from 2018-2023.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
12
The slide highlights ACMR's competitive R&D investment levels and technical differentiation in megasonic cleaning.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
19
The slide argues that concerns about China WFE market declines are misplaced for ACMR due to its focus on trailing-edge nodes and strong demand in the cleaning segment.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 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
05
The slide highlights the competitive disadvantage of small launchers compared to large-scale rideshare providers like SpaceX.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Loop · Analogy1 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
15
This is page 15 of a Kerrisdale Capital short report on AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
12
The slide uses anatomical diagrams to illustrate the difference in ablation coverage between the two study arms.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
22
Includes market cap, TEV, EV/Sales, EV/Gross Profit, EV/EBITDA, FCF Yield, and Dividend Yield.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 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
12
The table compares established tech companies against CarMax and Carvana's implied growth rate.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 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
Citron Research note highlighting Tesla's market leadership in Q3 2018.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
05
The slide uses a list-based comparison rather than a table grid to contrast two product tiers.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In1 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
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
25
The chart illustrates the impact of HOS (Hours of Service) limits on OTR trucking efficiency, showing 'kinks' at 750-mile intervals.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
42
This slide serves as a bearish argument against Aurora's valuation by comparing it to leaner competitors and questioning the total addressable market size.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
08
The slide uses a table to demonstrate that Neocloud providers face significantly higher capital costs compared to hyperscalers like Oracle, primarily driven by networking expenses.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
18
Includes mean and median calculations for the peer group.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test1 hit
05
The slide includes a table comparing institutional ownership percentages and a narrative section outlining expectations for board and auditor responses to the research report.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · 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
04
The slide uses a table to contrast TCO models and then provides a narrative argument against the 'pro-flash' camp's claims regarding HDD performance limitations in AI applications.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
08
The table breaks down costs from electricity to total cost per BTC, including SG&A and depreciation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit
09
The slide uses red dashed boxes to highlight Riot's underperformance in the peer table.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Benchmark Gap1 hit