anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 14,162
Current window 3,811-3,840
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,811-3,840 of 14,162

filter-aware
08
The slide uses a 'villain critique' approach to undermine the credibility of the company's financial forecasts.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Iceberg1 hit
13
The slide uses a narrative structure to highlight management's lack of preparedness and the inadequacy of their current rocket specifications.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
17
The slide uses a 'villain_critique' approach to frame Astra's management decisions as desperate and strategically flawed.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
19
This is a page from an activist short-seller research report by Kerrisdale Capital targeting Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
20
This is a research note page from Kerrisdale Capital, focusing on the lack of differentiation in Apollo Fusion's technology and the questionable background of Astra's leadership regarding satellite networks.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
02
This slide serves as a summary of the investment thesis (short position) and includes a formal legal disclaimer.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a narrative structure to expose management's lack of transparency and technical immaturity.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses a table to highlight the discrepancy between reported liquidity and actual usable cash, followed by a narrative analysis of inventory age constraints.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
17
Uses a 'quote-counter-quote' structure to expose a contradiction between management narrative and operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
07
The slide uses a narrative approach to expose the contradiction between Carvana's original business model and its current operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
12
The slide uses expert testimony to undermine the company's core value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
13
Includes direct quotes from an Airbus manager and an unnamed source, framing D-Wave's customer success stories as 'innovation theater'.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
14
The slide uses negative customer feedback to challenge the company's value proposition.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Myth Buster1 hit
13
Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
13
Uses a series of quotes from industry experts to undermine the target's financial claims.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide uses a quote from an industry competitor to reinforce the argument that Oklo's cost estimates are unrealistic.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
03
The text highlights discrepancies between management's claims and public Army disclosures, as well as a history of broken promises regarding production capacity.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
04
This is a short-seller research note page focusing on operational and market-demand skepticism.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
05
This is a research note page from Kerrisdale Capital, focusing on short-selling thesis points regarding Red Cat Holdings.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
06
The slide functions as a 'short thesis' argument, using the departure of key personnel and insider selling as evidence of a lack of confidence in the company's future performance.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
09
The slide uses a skeptical tone to contrast management's narrative with the reality of the contract details.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide uses a series of quotes from earnings calls to highlight inconsistency in management's communication regarding the SRR program's financial potential.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
12
The slide uses an official government budget document snippet to contradict company management's public statements about revenue expectations.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
16
Includes a long testimonial/quote from a consultant regarding procurement regulations and the impropriety of Red Cat's announcement.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide uses a chronological list of quotes to highlight the gap between management's promises and reality.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a chronological sequence of quotes to expose inconsistencies in management's narrative about factory readiness.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses a series of dated quotes to highlight inconsistencies in management's narrative about scaling production.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide uses a 'hamster wheel' metaphor to describe the fundamental economic challenge of bitcoin mining.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
The slide argues that Riot's participation in ancillary market programs is economically suboptimal compared to their PPA, suggesting operational constraints (substandard infrastructure) are the real reason for their behavior.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit
11
The slide functions as a critique of Riot's business model, framing it as regulatory arbitrage rather than legitimate market participation.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)1 hit