Matching slides 58,039
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17,641-17,670 of 58,039

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This is a text-heavy research note page detailing medical trial outcomes and procedural methodologies.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The text argues that the business is structurally unprofitable due to high R&D and SG&A costs that do not scale with revenue growth.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide discusses the clinical performance of Farapulse's PFA catheter and its potential impact on the cardiac ablation market and competitors like AtriCure.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide discusses the technical advantages of non-contact charge-density mapping over traditional PVI ablation and cites clinical trial results.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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This is a page from a research report rather than a standard presentation slide, containing dense narrative text and footnotes.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide uses data to challenge the clinical utility and market size of the AlloSure test.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide uses a footnote to perform a 'gap analysis' between management's cumulative patient claims and the quarterly growth figures.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide discusses the impact of PAMA rules on Medicare reimbursement and the potential for price competition between Natera and CareDx.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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This is a text-heavy research note page from a Kerrisdale Capital report.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide uses external data from Cox Automotive to support a thesis about vehicle pricing trends and their impact on company financial reporting.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The MonsterLoop · Domino Effect1 hit
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The slide uses a scenario table to demonstrate that Carvana's current operating levels are insufficient to cover fixed charges, highlighting a gap between management goals and reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
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The slide highlights a correlation between reduced advertising spend and declining website traffic.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · The Struggle1 hit
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Includes a detailed capitalization table and a multi-year financial model summary with valuation multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide contains two distinct appendix sections.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
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The second chart includes vertical yellow bars indicating 'IRC launches' and state-specific labels.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
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The slide contains two distinct data sections: a stacked bar chart showing market penetration by cohort and a valuation table with EV/Sales, EV/EBITDA, and P/E multiples.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · Satisfaction1 hit
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The slide presents raw FOIA-sourced data tables for specific patient cases.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · The Reveal1 hit
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The slide presents raw data from FDA adverse event reports, highlighting specific medical events associated with Syfovre usage.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide uses two charts from Datawrapper to highlight Tesla's growth trajectory relative to competitors.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Includes a screenshot of a Bloomberg terminal-style chart showing T Rowe Price's position in Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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The slide includes a defensive narrative regarding the firm's trading history and a speculative comment on Tesla's earnings release date.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
25
Includes detailed tables for sources/uses, ownership, valuation, and a stacked bar chart for revenue projections.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Loop · Mece Breakdown1 hit
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Includes a table of Fitch and DBRS default assumptions and a discussion on fair value adjustments based on third-party transactions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide argues that SoFi inflates its Servicing Rights Asset (SRA) to boost reported gains on sale.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
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Includes methodology for annualizing interest accrual based on program duration (15 days vs 10 days).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
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Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
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The slide argues that SoFi's financial reporting relies on aggressive accounting (FV changes, gain on sales) that necessitates constant equity raising.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
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The slide provides primary source evidence (a UCC-1 filing) to support the author's interpretation of a financial transaction involving SoFi Funding PL VI LLC.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
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The slide uses a bearish tone to critique NIO's valuation and investor base.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit