slides · global inventory
Summarize
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,035
Current window 18,391-18,420
Pages 1,402
Rows per page 30
Slide function
18,391-18,420 of 42,035
01
The slide uses a narrative structure to justify a long position based on geopolitical tailwinds and valuation arbitrage.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
03
The slide provides a narrative summary of the investment thesis, focusing on historical performance and macro-economic drivers.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
04
The slide outlines the investment thesis for ACMR, focusing on the shift toward domestic Chinese semiconductor equipment self-sufficiency and the company's expansion into new product categories and global markets.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Problem1 hit
14
The slide provides a deep dive into specific product lines and market positioning for ACMR.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Agitate1 hit
17
The slide discusses geographic diversification of ACMR's customer base, specifically focusing on Intel (US), SK Hynix (South Korea), and UMC (Taiwan).ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
04
The slide highlights the company's lack of revenue and poor track record of successful launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
07
This is a text-heavy research note page from Kerrisdale Capital.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique1 hit
23
This is a short-seller research note conclusion page.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Conclusion1 hit
01
This is a classic short-seller research note introduction.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide uses bolded action-oriented headers for each paragraph to summarize key points of the investment thesis.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses bolded lead-in phrases for each paragraph to summarize the core argument of that section.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes a detailed capitalization table and a 5-year financial summary (2020A-2024E).Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a text-heavy research note page from Kerrisdale Capital analyzing Carvana's financial and operational health.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
01
The slide serves as the cover/summary page for a short-seller research report.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · AttentionLoop · Cost Of Inaction1 hit
04
This is a research note page from Kerrisdale Capital criticizing Carvana's business model and growth prospects.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
03
This is a short-seller research note summary.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
04
The slide includes a detailed financial table and a narrative section highlighting the company's controversial reputation and marketing history.D-Wave Quantum Inc (QBTS) · Kerrisdale Capital
Research note Short seller 1 hit
01
The slide serves as a high-level investment thesis summary for a short report.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
12
The slide discusses the 'alignment challenge' in autonomous driving and provides a chronological breakdown of Waymo's city-by-city rollout.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
01
This is a classic short-seller research note cover/summary page.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
03
Kerrisdale Capital short thesis on Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
05
This is a research note page from Kerrisdale Capital analyzing Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
03
The slide uses bolded thesis statements followed by supporting evidence for each point.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
04
Includes a capitalization table and a 5-year financial projection table.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller 1 hit
19
The slide uses a dual-axis chart (units vs GWe) to illustrate market growth, followed by a critical narrative conclusion.Oklo Inc. (OKLO) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Mece Breakdown1 hit
01
The slide serves as the cover/introductory summary for a short research report.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller 1 hit
32
Includes a screenshot of a Pure Storage blog post used to expose a contradiction in their messaging.Pure Storage, Inc. (PSTG) · Kerrisdale Capital
Research note Short seller Beat · Closing AskLoop · Cost Of Inaction1 hit
01
This is a classic short-seller research note cover/summary page.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
02
Includes valuation multiples and operational data for 2022A-2025E.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Problem (Identify pain)1 hit
14
This is a research note conclusion slide from Kerrisdale Capital regarding Riot Platforms.Riot Platforms, Inc. (RIOT) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)1 hit