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Carson C. Block · research-note

China MediaExpress Holdings (CCME)

25 pages · 3 arc beats · 2 loops

Research-Note Download JSON
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China MediaExpress Holdings (CCME)

Carson C. Block · 2011-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 10 slides 100% 10/10 slides 100% 10/10 slides · 71 hits
— 0/10 slides
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70% 7/10 slides 100% 10/10 slides
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Villain Critique 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
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100% 1/1 slides
— 0/1 slides
Preempt Rebuttal 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
Includes standard Muddy Waters disclaimer and key investment thesis points.summarize
Open slide detail
02
This is a research note from Muddy Waters Research dated February 3, 2011.diagnose_problem
Open slide detail
03
This is a short-seller research note from Muddy Waters Research.expose_contradiction
Open slide detailBeat · Expose Contradiction
04
This is a page from a short-seller report. It uses a narrative structure to expose discrepancies between reported metrics and reality.expose_contradiction
Open slide detailBeat · Expose Contradiction
05
The slide uses a narrative structure to systematically dismantle the company's claims using two primary arguments: the advertiser kit data and the 2008 CTR repoexpose_contradiction
Open slide detailBeat · Expose Contradiction
06
The slide uses a table to highlight significant discrepancies between reported and actual bus counts, supporting the claim that the CTR report is unreliable.expose_contradiction
Open slide detailBeat · Expose Contradiction
07
Muddy Waters research note exposing discrepancies in company asset reporting.expose_contradiction
Open slide detailBeat · Expose Contradiction
08
Muddy Waters Research report page 8.expose_contradiction
Open slide detailBeat · Expose Contradiction
09
The slide uses a screenshot of a company website to contradict a specific claim in a report, followed by a table showing systematic overstatement in the report.expose_contradiction
Open slide detailBeat · Expose Contradiction
10
The slide uses photographic evidence to support the claim that CCME equipment is installed alongside, and often overridden by, third-party DVD players.expose_contradiction
Open slide detailBeat · Expose Contradiction
11
Muddy Waters research note exposing CCME operational practices.expose_contradiction
Open slide detailBeat · Expose Contradiction
12
Muddy Waters research note exposing corporate fraud.expose_contradiction
Open slide detailBeat · Expose Contradiction
13
The slide uses primary research (surveys) to discredit the company's claims about its client base.expose_contradiction
Open slide detail
14
The slide uses a primary research survey of media buyers to highlight a lack of market awareness for CCME, suggesting potential financial misrepresentation.expose_contradiction
Open slide detail
15
Research note from Muddy Waters regarding CCME's alleged misrepresentations.expose_contradiction
Open slide detail
16
This is a page from a short-seller report. It uses investigative findings to contradict company claims.expose_contradiction
Open slide detail
17
Muddy Waters research note format; contains footnotes referencing specific company filings.expose_contradiction
Open slide detail
18
The slide presents qualitative and quantitative feedback from media buyers to demonstrate the low-end demographic profile of CCME's competitors.analyze_data
Open slide detailLoop · Elimination
19
Includes a screenshot of an Alibaba product page as evidence of commodity hardware availability.name_villain
Open slide detailBeat · Villain Critique
20
Muddy Waters research note; uses VISN as a benchmark to derive a discounted revenue estimate for CCME.expose_contradiction
Open slide detailBeat · Preempt RebuttalLoop · Paradox Resolver
21
This is a text-heavy research note slide from Muddy Waters Research.preempt_rebuttal
Open slide detailBeat · Preempt RebuttalLoop · Paradox Resolver
22
appendix
Open slide detail
23
frame_situation
Open slide detail
24
The slide uses a hybrid approach of a map and two descriptive boxes to explain the sales structure.present_framework
Open slide detail
25
Includes a list of logos, a comparative table of top 10 advertisers, and testimonials from key clients.analyze_data
Open slide detail