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Executive Summary
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Matching slides 5,545
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Pages 185
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2,191-2,220 of 5,545
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Kerrisdale Capital research note; long position disclosure.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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The text discusses the clinical problem of persistent AF and the technical limitations of existing contact mapping systems like CARTO.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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Kerrisdale Capital research note page 6.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a text-heavy research note slide summarizing the investment case.Acutus Medical Inc. (AFIB) · Kerrisdale Capital
Research note Short seller 1 hit
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This is a classic short-seller research note cover page.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
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The slide uses bolded thesis statements to structure the argument against Astra.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Executive Summary1 hit
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This is a classic short-seller research note introduction.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
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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
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This is a research note page from Kerrisdale Capital criticizing AST SpaceMobile.AST SpaceMobile, Inc. (ASTS) · Kerrisdale Capital
Research note Short seller 1 hit
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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
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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
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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 uses strong, accusatory language ('green fraud', 'Philidor moment') to frame the problem.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Aha Moment1 hit
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This is an introductory slide for 'Part III' of a research report.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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This is a short-seller research note summary highlighting red flags.Digital World Acquisition Corp (DWAC) · Kerrisdale Capital
Research note Short seller Beat · Problem & Complication1 hit
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Kerrisdale Capital short thesis on Lumen Technologies.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
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Includes detailed debt breakdown and pro-forma adjustments for the Custom Networks division.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller 1 hit
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The slide functions as an introduction to a short-seller report, specifically focusing on the 'fraud' thesis.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller 1 hit
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The slide uses a comparison to Luckin Coffee to frame the nature of the alleged fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
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Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
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This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
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This is a page from a short-seller research report. It uses a bulleted list to summarize key points of contention.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
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This is a classic short-seller thesis summary slide, often referred to as a 'bear case' summary.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
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The slide serves as a critical narrative piece in a research report, linking accounting changes to management behavior and operational metrics.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
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This is a text-heavy research note page, likely part of a short report.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
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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
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The slide uses a confrontational tone typical of short-seller research notes, framing the company's silence on specific points as an admission of guilt.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
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The slide uses a confrontational tone to frame the company as a fraudulent entity, contrasting it with Baidu's public ethics statement.Joyy Inc. (YY) · Carson Block
Research note Short seller 1 hit
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This is a short-seller research note summary page.Joyy Inc. (YY) · Carson Block
Research note Short seller 1 hit
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Includes table of contents snippets at the top and detailed footnotes regarding methodology.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit