Contrarian Corpus
Kerrisdale Capital vs. AtriCure, Inc.

AtriCure, Inc. · ATRC

1 deck published between 2020-09-01 and 2020-09-01 — 34 pages, 34 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. 2020-09-01 initial thesis

    2020 09 AtriCure Inc. ATRC

    34pp · research_note

    AtriCure's 7.5x revenue valuation assumes stand-alone Convergent succeeds, but electrophysiologists won't refer, and PFA plus real-time mapping will obsolete surgical ablation.