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Campaigns / Kerrisdale Capital → Aurora Innovation, Inc.
Kerrisdale Capital vs. Aurora Innovation, Inc.

Aurora Innovation, Inc. · AUR

1 deck published between 2025-08-01 and 2025-08-01 — 45 pages, 45 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-08-01 initial thesis

    2025 08 Kerrisdale Aurora

    45pp · research_note

    Aurora's autonomous trucking vision is a dead end: tech can only enable hub-and-spoke freight, drayage kills the economics, and the real TAM is smaller than the company's $13bn market cap.