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Matching slides 2,245
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Slide function
511-540 of 2,245
11
Includes footnotes referencing medical literature on atrial fibrillation treatments.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
The slide uses a narrative structure to expose the failure of clinical trials and the resulting strategic shift.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
01
This is a classic activist short-seller research note cover page.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
03
This is a short-seller research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide argues that AlloSure has high false negative rates for subclinical rejection and that its commercial success is driven by regulatory loopholes rather than clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
09
The slide highlights a diagnostic gap in transplant monitoring, setting up a potential need for a more sensitive/specific diagnostic test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
10
The slide is a text-heavy research note from Kerrisdale Capital.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Problem StatementLoop · Cost Of Inaction1 hit
17
The slide uses a narrative structure to link operational opacity (lack of transparency in specific markets) to financial misrepresentation (EBITDA, LTV, DCF models).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
21
The slide uses a narrative approach to link regulatory changes to market behavior, citing specific legal cases and expert commentary.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
09
The slide highlights a discrepancy between Fairfax's carrying value and market price, as well as a valuation gap between auditor-reviewed financials.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a narrative structure to connect margin compression with inventory valuation trends.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
06
The slide uses a causal chain to explain why BXMT is vulnerable to current macro conditions.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication1 hit
07
Includes two charts: one showing global CRE debt maturities and another showing loss severity rates for office vs. non-office properties.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication1 hit
10
This slide outlines a bearish thesis on BXMT, focusing on credit risk, liquidity, and under-provisioning.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide uses a logical chain to demonstrate that current NOI/Debt ratios are insufficient to cover the implied interest rates once swaps expire.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide highlights two groups of borrowers (Group A and others) and their sensitivity to SOFR rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
25
The slide uses a 'bad and worse' framing to highlight the lack of viable options for the company.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
30
The slide highlights a specific impairment reserve rate of ~23% for risk rating 5 loans.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
36
The slide uses a list-based format to present a series of bearish arguments regarding BXMT's financial health.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
46
Includes screenshots of Cushman & Wakefield listings and WeWork marketing copy to expose discrepancies.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
02
This is a research note page from a short-seller report.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
04
This slide serves as a critique of clinical trial design and reporting practices, specifically regarding the SONAR trial.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
03
This is a short-seller research note. The tone is highly critical, using analogies to Enron and GE Capital.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
02
This is a classic short-seller 'thesis' slide, framing the company as a 'shell game' involving fraudulent loans and inflated property values.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
12
The slide uses investigative research, including site visits and analysis of third-party listing platforms (Immo Scout 24), to challenge company-reported metrics.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
16
Includes a table of occupancy assessment and photographic evidence of vacancy.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
02
Includes a screenshot of an eBay AI platform presentation slide.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
01
The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit