Contrarian Corpus
Kerrisdale Capital vs. Oklo Inc.

Oklo Inc. · OKLO

1 deck published between 2024-11-01 and 2024-11-01 — 26 pages, 26 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. 2024-11-01 initial thesis

    2024 11 OKLO Kerrisdale

    26pp · research_note

    Oklo is a $3bn pre-revenue SPAC nuclear story whose 5x-lowballed fuel costs, unrealistic 2027 NRC timeline, and inexperienced 'Nuclear Bros' management mean shares should collapse as reality intrudes.