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slides · global inventory

Diagnose Problem

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

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Matching slides 2,245
Current window 541-570
Pages 75
Rows per page 30
Slide function: Diagnose Problemclear collectionreset all
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Slide function

541-570 of 2,245

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04
The slide uses a 'before-after' framing (traditional vs. AcQMap) to establish the superiority of the AcQMap technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
11
The slide serves as a critical analysis of current medical standards, positioning Acutus as a solution to the identified clinical void.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
13
This is a text-heavy research note page from Kerrisdale Capital, focusing on the technical flaws of current contact-based mapping technologies in cardiac ablation.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
14
The slide is a text-heavy research note from Kerrisdale Capital critiquing current medical technology.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
19
The text describes a shift from legacy contact mapping to a new, data-driven taxonomy of AF conduction patterns enabled by AcQMap.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
25
This is a text-heavy research note page detailing the 'stumbles' of Acutus Medical and the subsequent resolution of these issues.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
11
Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
22
This is a page from a Kerrisdale Capital research report on Astra Space, focusing on the logistical and financial challenges of their business model.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
06
This is a research note page from Kerrisdale Capital criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
10
Kerrisdale Capital research note criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide provides a critical narrative on the efficacy of dd-cfDNA testing, highlighting the gap between academic hope and clinical utility.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
15
The slide argues that AlloSure is ineffective for TCMR detection, rendering it useless as a screening tool compared to cheaper alternatives.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
25
This is a research note from Kerrisdale Capital criticizing CareDx's market sizing methodology.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
06
This is a text-heavy research note page detailing the company's recent history and financial distress.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
12
The slide critiques the company's reliance on asset-backed financing for liquidity, specifically questioning the valuation and encumbrance of real estate assets.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
21
The chart highlights a significant drop in days of supply for 2023 compared to previous years, specifically noting a -13% year-over-year change.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Victory1 hit
05
Includes a quote from a former Director of Operations to support the thesis that rapid growth requires sacrificing unit economics.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
05
The slide functions as a critical assessment of D-Wave's technical claims and market positioning.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
The slide highlights technical limitations of D-Wave's annealing qubits and questions the company's progress in gate-model quantum computing.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
07
This is a research note page from Kerrisdale Capital criticizing D-Wave's business model and financial health.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
10
The slide argues that D-Wave's model is not truly scalable or SaaS-like due to the bespoke nature of customer engagements and hardware overhead.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
03
This is a short-seller research note criticizing Aurora Innovation's operational progress and business model viability.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
09
This is a text-heavy research note page from Kerrisdale Capital. It critiques the 'modular-architecture' paradigm used by companies like Waymo.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
13
The text highlights discrepancies between Aurora's public claims and actual testing/deployment footprint in Texas.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
06
The slide combines qualitative analysis of operational risks with quantitative data on debt maturity and revenue performance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a line chart to illustrate the secular decline across all three product categories (Grow, Nurture, Harvest) over six quarters.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
08
The slide uses a line chart to visualize segment performance over time, followed by a three-point argument explaining the decline.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
12
The slide uses a skeptical tone to challenge management's claims about future sales pipeline conversion.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
01
Slide 1
This is a classic activist short research note cover page.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
06
This slide presents a bearish investment thesis on Oklo, highlighting operational, financial, and supply chain risks.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit