◆ Contrarian Corpus
Corpus / Kerrisdale Capital → Acutus Medical Inc.
short seller research note initial thesis
2021-07-01 · 29 pages

Acutus Medical Inc. AFIB

N 3 Narrative
V 3 Visual
C 3 Craft
Unlock to download PDF Kerrisdale research archive ↗

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns. Orange cells are present in this deck; neutral cells are not.

Villain named CEO-quote contradiction Before / after framing Peer-gap chart Sum of parts Fraud exposé Break-up / spinoff Governance / board Management change Proxy fight Top visual craft Masterclass

Composition what's on the 29 slides

Visual + textual elements counted across every slide in this deck. Hover a box for what that element is; click to see every slide in the corpus that uses it.

0 charts 2 tables 0 callout boxes 0 quote blocks 2 screenshots 2 photos 2 bullet lists 1 diagrams

Slide gallery ·

All 29
No slide inventory yet

Pass-2 extraction may still be in progress for this deck.

Notes

PDF FILE IS TRUNCATED/CORRUPTED: exactly 1048576 bytes (1MB), missing EOF marker, trailer dictionary, and xref table. No PDF parser (pdftotext, pypdf) can read contents. All content-dependent fields (thesis, SCQA, KPIs, visual quality, notable pages, author) are conservative defaults or null. Classification (Kerrisdale short report on Acutus Medical / AFIB, July 2021, short-seller posture -> adversarial tone, research_note format typical for Kerrisdale) inferred only from filename and firm folder. Re-extract once a complete PDF is available.

More from Kerrisdale Capital

Kerrisdale Capital Sep 01, 2025

Pure Storage, Inc. PSTG

Pure Storage's hyperscaler dream is hype: HDDs dominate at 5-6x TCO advantage, the Meta deal is replicable, and Pure deserves a peer multiple, implying ~55% downside to $35.

N4 V3 C3
⌂ ” ⚑
Kerrisdale Capital Sep 01, 2025

CoreWeave, Inc. CRWV

CoreWeave is a debt-fueled, undifferentiated GPU rental stopgap with 71% Microsoft concentration and sub-WACC returns; fair value is $6–13, or 88–95% downside.

N4 V3 C3
⌂ ◫ ”
Kerrisdale Capital Aug 01, 2025

Aurora Innovation, Inc. AUR

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.

N4 V3 C2
⌂ ”
Kerrisdale Capital Apr 01, 2025

D-Wave Quantum Inc QBTS

D-Wave's quantum annealing is a commercial dead end, its 'hybrid' solvers are almost entirely classical, and at 57x 2026E revenue the stock will collapse as reality sets in.

N4 V3 C2
Kerrisdale Capital Jan 29, 2025

ACM Research, Inc. ACMR

ACMR trades at 1.1x revenue while its 82%-owned Shanghai subsidiary ACMS trades at 6x — a sum-of-parts gap that implies a 10-bagger as China's WFE self-sufficiency drive accelerates.

N4 V2 C2
⌂ ◫
Kerrisdale Capital Jan 09, 2025

Red Cat Holdings, Inc. RCAT

Red Cat's $1bn valuation rests on inflating a $23M/year Army drone contract into a $350M sole-source bonanza, with a factory that can't scale and insiders heading for the exits.

N4 V2 C2
” ⚑