slides · global inventory
Thesis Archetype
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 986
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301-330 of 986
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The slide uses a combination of a press release screenshot and a financial table to highlight the poor performance of the acquired entity.Aerojet Rocketdyne Holdings, Inc. (AJRD) · Ben Axler
Activist deck Short seller Beat · The Struggle1 hit
60
Uses a red 'X' overlay on a chart to visually dismiss management's TAM projections.Dexcom, Inc. (DXCM) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
24
The slide uses red boxes and arrows to highlight specific line items in a financial table that the author deems problematic.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
24
Uses a red box to highlight the 'First Half' data and a red arrow to connect the quote to the critique.Dollarama Inc. (DOL) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
05
This is a classic activist short thesis summary slide, highlighting multiple red flags.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 1 hit
05
The slide uses a structured list format to present multiple pillars of a short thesis.Weis Markets, Inc. (WMK) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
07
The slide uses a two-point structure to categorize the thesis into historical acquisition failure and current management/governance concerns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller 1 hit
60
The slide uses a Q&A excerpt to frame the company's strategic review as a sign of failure, leading to the impairment thesis.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and Criticisms1 hit
37
The slide uses analyst consensus data to argue against the market's bullish sentiment.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
06
The slide uses a structured list format to present a series of 'red flags' as a diagnostic framework for the short thesis.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
05
The slide uses a list-based structure to present four distinct arguments for a short thesis.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
30
Uses a classic 'Bull vs. Bear' or 'Promoter vs. Skeptic' framing.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
09
The slide uses a 'Warning' header to frame the first section as a red flag regarding accounting integrity.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
06
The slide uses a narrative-heavy structure to frame the company as a 'villain' in the investment story.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
07
The slide uses bolded headers to structure the argument into four distinct pillars of the short thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
16
The table highlights ACMR's current penetration into the top 20 global semiconductor capital spenders, emphasizing the 'virtuous cycle' of customer acquisition.ACM Research, Inc. (ACMR) · Kerrisdale Capital
Research note Short seller Beat · Solution1 hit
05
This is a research note from Kerrisdale Capital regarding Acutus Medical. It argues that past performance issues were temporary and are now resolved.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 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
12
This is a research note from Kerrisdale Capital criticizing CareDx's AlloSure product, citing clinical literature and expert opinion.CareDx, Inc. (CDNA) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
01
This is a classic short-thesis research note cover/summary page.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller 1 hit
04
This is a classic Muddy Waters 'villain' slide, using aggressive, colloquial language to frame a financial malfeasance.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Aha Moment1 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
31
Includes a direct quote from Aurora CEO Chris Urmson regarding hardware costs.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
38
The slide uses a narrative-heavy structure to debunk Aurora's operational and financial projections.Aurora Innovation, Inc. (AUR) · Kerrisdale Capital
Research note Short seller 1 hit
01
This is a short-seller research note cover page.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
16
The slide discusses the structural risks of CoreWeave's reliance on long-term contracts in a market shifting toward shorter cycles and inference-based workloads.CoreWeave, Inc. (CRWV) · Kerrisdale Capital
Research note Short seller 1 hit
37
The slide uses a table to contrast official SEC claims with SAIC data to allege fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
11
Includes a quote from a former executive regarding the company's focus on cost-cutting over innovation.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
01
The slide documents a pattern of non-engagement by SOFI management in response to investigative inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit