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Show Valuation Bridge
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361-390 of 1,328
27
The slide uses a 'Valuing CareDx like Natera' comparison to justify a -70% downside estimate.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
19
Includes a quote from a former executive and a quote from Carvana's CEO to support the bearish thesis.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
06
The slide uses a 'valuation bridge' style table to demonstrate that the market's implied stock price for Carvana requires unrealistic growth and margin assumptions.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
08
The slide uses a valuation bridge to justify a significant downside price target.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
13
The slide uses a comparison to the Valeant/Philidor scandal to frame the potential fallout for FLT.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
10
Includes a Gordon Growth Model justification and an EPS build-up table.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
05
Includes a quote from a former SEC official to bolster the bearish thesis.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
03
The slide uses a comparative valuation framework to argue for a significant upside in Edgio's stock price based on peer multiples.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
11
Includes a disclaimer regarding Lynrock warrants and a standard Citron Research legal disclaimer.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller 1 hit
11
Includes a table comparing financial performance for the first nine months of 2023 and 2022 across business segments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The chart is a screenshot from a financial terminal (likely Capital IQ).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a line chart to demonstrate historical EV/EBITDA multiples of HDD competitors to justify a lower valuation for Nidec's HDD segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
The slide uses a sensitivity table to derive an implied multiple for the non-HDD business segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
44
The table shows sensitivity analysis for Enterprise Value and Implied Share Price based on varying valuation multiples.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
Includes Q&A regarding upstream farm capacity and cow herd reduction.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
16
The table shows EBITDA multiples sensitivity. The text provides business descriptions for Bolloré Énergie, Blue Applications, Blue Car/Autolib, and Blue Storage.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
18
Detailed SOTP breakdown including operating assets, non-operating assets, liabilities, and hybrid instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Aha Moment1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
14
Includes a quote from a former executive to support the thesis of aggressive accounting practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
Includes two tables comparing company-claimed values vs. analyst-adjusted values, with supporting text explaining the methodology for the adjustments.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The slide argues that Sunrun's reported costs are inflated, leading to an overstated Fair Market Value (FMV) for tax purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
11
The slide uses a forensic accounting approach to challenge reported financial metrics.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
34
Includes specific assumptions regarding Eurasia asset sales, FCPA fines, and net debt adjustments.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
35
The slide provides a detailed breakdown of Net Sales and EBITDA by region, followed by a justification for the EV/EBITDA multiples used in the valuation.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
33
Includes footnotes referencing external sources and valuation calculations.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
01
The slide uses a 'valuation bridge' logic to justify a short thesis by comparing metrics against a peer group.Peloton Interactive (PTON) · Citron Research
Research note Short seller 1 hit
11
Citron Research short thesis slide.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The Victory1 hit
06
The slide uses a waterfall bridge to deconstruct the 'Net Subscriber Value' metric.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
07
The table demonstrates high sensitivity to discount rates, with values dropping significantly as rates increase, highlighting the discrepancy between the model's 4-8% rates and the actual 16.5% cost of debt.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit