slides · global inventory
Expose Contradiction
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Matching slides 14,162
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Slide function
3,841-3,870 of 14,162
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The slide uses a dual-axis chart (line for price, bars for volume) to overlay narrative events against market performance.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a rhetorical question and visual juxtaposition to frame the company as failing to meet the 'robot' definition.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a 'villain' or 'contrarian' framing to discredit market sentiment.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Part of an activist short thesis presentation by Spruce Point Capital.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a 'Then vs Now' comparison to link historical ETF launches to a current robotics ETF launch.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a 'Sign' framework to identify market irrationality; provides a detailed quantitative breakdown to debunk the 'robotics acquisition' narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a combination of a bar-line chart and a table to show declining investment trends.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'villain' framing technique by mocking a public figure's past investment advice.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a screenshot of Google Trends to argue that public interest in robotics is waning, contradicting potential market hype.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a contrast-pairs framework to set up a future rebuttal of the company's and analysts' claims.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses red arrows and callout boxes to highlight specific data manipulation tactics (removing Latin America, switching to internal data).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a table to contrast company-reported data with critical observations, followed by a list of skeptical questions.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a modified lifecycle diagram to visually refute the company's narrative.iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a narrative structure to expose contradictions in Aurora's business model, specifically regarding cost, infrastructure, and partner alignment.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a narrative structure to contrast Aurora's 'self-similarity' highway argument with the slow pace of actual lane expansion.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a narrative structure to dismantle the company's claims about hardware costs and the economic viability of their per-mile fee model.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
34
The slide uses quotes from industry executives to debunk the idea that autonomous trucks will be cost-neutral or cheaper.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
35
The slide uses a transcript excerpt to argue that autonomous trucking requires significant hardware redundancy and maintenance infrastructure, contradicting the 'software-only' business model narrative.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
37
The slide uses a narrative structure to contrast Aurora's past stated goals with current operational realities and financial requirements.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide critiques CoreWeave's M&A strategy and highlights structural threats to the 'neocloud' business model from hardware providers.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses multiple expert quotes to undermine the company's financial projections and business model sustainability.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide includes a screenshot of a company-provided chart followed by a bulleted list of critical assumptions used to debunk the company's narrative.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
10
Includes two testimonial quotes from industry participants criticizing Pure Storage's TCO analysis.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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Includes a direct quote from the CEO regarding the subscription model transition.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
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The slide uses a quote from a CTO to frame a discussion on accounting transparency and profitability metrics.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Research NoteLoop · Cost Of Inaction1 hit
20
This is a research note from Kerrisdale Capital criticizing Red Cat Holdings. It uses a combination of narrative critique and financial evidence to argue that management's claims are unsupported.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a research note from Kerrisdale Capital critiquing a company's (Red Cat) growth narrative.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide uses a narrative-driven critique style to undermine the credibility of the company's management and their revenue projections.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide is a continuation of a research note, focusing on the skepticism regarding Red Cat's production capabilities and management credibility.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note slide focusing on insider selling and management credibility.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller 1 hit