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Carson C. Block · research-note

China MediaExpress Holdings (CCME)

33 pages · 3 arc beats · 2 loops

Research-Note Download JSON
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China MediaExpress Holdings (CCME)

Carson C. Block · 2011-03
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 2
— 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 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 10 slides 100% 10/10 slides 100% 10/10 slides · 62 hits
— 0/10 slides
— 0/10 slides
60% 6/10 slides 100% 10/10 slides 80% 8/10 slides Appendix 5 slides 100% 5/5 slides 100% 5/5 slides · 14 hits
— 0/5 slides
— 0/5 slides
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100% 5/5 slides
— 0/5 slides
Preempt Rebuttal 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits
— 0/6 slides
— 0/6 slides
83.3% 5/6 slides 100% 6/6 slides 50% 3/6 slides

Slide inventory

33
every slide · same image gating as the playbook
01
Slide 1
This is a standard Muddy Waters research note cover/summary page.summarize
Open slide detail
02
This is a research note from Muddy Waters regarding China MediaExpress Holdings, Inc. (CCME).expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
03
The slide documents the methodology of how Muddy Waters obtained the admission of fraud via a recorded phone call.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
04
The slide is a raw transcript excerpt used to demonstrate corporate fraud and audit evasion.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
05
This is a page from a Muddy Waters research report exposing fraudulent claims by CCME.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
06
The slide uses investigative research to debunk claims made by Chairman Cheng regarding the legitimacy of certain license plates.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
07
This is a research note from Muddy Waters Research exposing potential fraud.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
08
The slide includes a screenshot of a pricing table with an annotation highlighting the discrepancy (296 buses vs. 1,892 claimed).expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
09
The slide serves as a due diligence report highlighting discrepancies between CCME's claims and on-the-ground reality.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
10
Muddy Waters Research short report slide.expose_contradiction
Open slide detailBeat · Expose Contradiction
11
The slide uses visual evidence to debunk a specific claim about hardware components.expose_contradiction
Open slide detailBeat · Expose Contradiction
12
appendix
Open slide detailBeat · Appendix
13
Official document with a red circular stamp and a date stamp.other
Open slide detailBeat · Appendix
14
Contains official government stamps and a tabular summary of vehicle history at the bottom.other
Open slide detailBeat · Appendix
15
The document includes a red official seal and a secondary table at the bottom containing summary data.other
Open slide detailBeat · Appendix
16
appendix
Open slide detailBeat · Appendix
17
Includes company branding and credentials in the header.front_matter
Open slide detail
18
The table provides a breakdown of media placement costs for bus TV advertising across 8 regions.analyze_data
Open slide detail
19
The table lists specific advertising metrics for different regions, likely for Media Express.analyze_data
Open slide detail
20
The slide details specific promotional mechanics for media buying.state_demand
Open slide detail
21
Standard corporate closing slide with company branding and contact info.closing_ask
Open slide detail
22
appendix
Open slide detail
23
The transcript highlights potential fraud or misrepresentation by CCME regarding their operational metrics.expose_contradiction
Open slide detailLoop · The Reveal
24
This slide presents evidence of potential corporate malfeasance or fraud through a transcript of a private conversation.expose_contradiction
Open slide detailLoop · The Reveal
25
This appears to be evidence of potential corporate malfeasance or cover-up, presented as a transcript.expose_contradiction
Open slide detailLoop · The Reveal
26
appendix
Open slide detailLoop · The Reveal
27
This is a classic 'short-seller defense' document, framing the attackers as biased and lacking due diligence.preempt_rebuttal
Open slide detailBeat · Preempt RebuttalLoop · The Reveal
28
This is a text-heavy rebuttal slide responding to a short-seller report (Muddy Waters).preempt_rebuttal
Open slide detailBeat · Preempt RebuttalLoop · The Reveal
29
The slide uses a comparison of two tables to demonstrate that the Muddy Waters data does not match the company's internal records.expose_contradiction
Open slide detailBeat · Preempt RebuttalLoop · The Reveal
30
The slide uses a structured 'Allegation vs. Fact' format to systematically refute claims.preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
31
The slide uses a 'fact vs allegation' structure to refute claims made by a short-seller report.preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
32
The slide uses a structured 'ALLEGATION' vs 'FACT' format to systematically refute claims made by short-sellers (Muddy Waters).preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
33
This is a formal communication from Zheng Cheng, Chairman, CEO and President of CCME, dated February 7, 2011.preempt_rebuttal
Open slide detail