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Carson C. Block · research-note

Duoyuan Global Water Inc. (DGW)

21 pages · 4 arc beats · 5 loops

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Duoyuan Global Water Inc. (DGW)

Carson C. Block · 2011-04
arc beats above · slides in the middle · loops below · scroll → 5 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.
—

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Call 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
— 0/2 slides
100% 2/2 slides · 3 hits 50% 1/2 slides 100% 2/2 slides
— 0/2 slides
The Monster 7 slides 100% 7/7 slides 100% 7/7 slides · 48 hits
— 0/7 slides
28.6% 2/7 slides 71.4% 5/7 slides 100% 7/7 slides 42.9% 3/7 slides The Struggle 7 slides 100% 7/7 slides 100% 7/7 slides · 42 hits
— 0/7 slides
— 0/7 slides
57.1% 4/7 slides 100% 7/7 slides 42.9% 3/7 slides The Victory 5 slides 100% 5/5 slides 100% 5/5 slides · 33 hits
— 0/5 slides
— 0/5 slides
40% 2/5 slides 100% 5/5 slides 100% 5/5 slides

Slide inventory

21
every slide · same image gating as the playbook
01
Slide 1
This is a classic Muddy Waters short-seller research note cover page.summarize
Open slide detailBeat · The Call
02
The slide uses a 'fraud-exposure' framework to detail the discrepancy between reported financials and actual audit findings.expose_contradiction
Open slide detailBeat · The Call
03
This is a text-heavy research note page documenting specific instances of corporate fraud.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
04
The slide uses a visual comparison to expose document fraud.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
05
The slide uses visual evidence of document forgery to support a fraud allegation.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
06
The document is an 'Income Tax Adjustment Table' (应纳税所得额调整表) for 2009.analyze_data
Open slide detailBeat · The Monster
07
The slide is part of a Muddy Waters research report exposing fraudulent financial statements.expose_contradiction
Open slide detailBeat · The Monster
08
This is a research note from Muddy Waters Research exposing potential fraud at DGW.expose_contradiction
Open slide detailBeat · The Monster
09
This is a page from a Muddy Waters research report alleging fraud. It uses investigative journalism techniques to expose operational and financial inconsistenciexpose_contradiction
Open slide detailBeat · The Monster
10
The slide uses a narrative structure to expose fraudulent activities, specifically focusing on the 'Property Swap that Wasn't'.expose_contradiction
Open slide detailBeat · The Struggle
11
The slide is a continuation of a research note, focusing on forensic accounting discrepancies.expose_contradiction
Open slide detailBeat · The Struggle
12
This is a page from a Muddy Waters research report, specifically focusing on forensic accounting discrepancies.expose_contradiction
Open slide detailBeat · The Struggle
13
The argument relies on the contradiction between the company's claimed production cycle (30+ days) and the operational requirements of a full inventory count duexpose_contradiction
Open slide detailBeat · The Struggle
14
Used by Muddy Waters Research to challenge claims of lean manufacturing or zero work-in-progress.illustrate_case
Open slide detailBeat · The StruggleLoop · Analogy
15
This is a page from a Muddy Waters research report exposing potential fraud by comparing two related entities.expose_contradiction
Open slide detailBeat · The StruggleLoop · Analogy
16
This is a page from a Muddy Waters research report exposing fraudulent activities at DGW and DYP.expose_contradiction
Open slide detailBeat · The StruggleLoop · Anchor
17
The slide uses a map to highlight the discrepancy between reported distributor counts and actual findings in the Shanghai region.expose_contradiction
Open slide detailBeat · The VictoryLoop · Anchor
18
This is a research note from Muddy Waters Research regarding DGW (Duoyuan Global Water).expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
19
This is a research note from Muddy Waters Research regarding DGW Langfang.expose_contradiction
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
20
appendix
Open slide detailBeat · The VictoryLoop · Mece Breakdown
21
Includes a red box highlighting a significant payable to 'Huiyuan Duoyuan Research Institute' and a company seal.analyze_data
Open slide detailBeat · The VictoryLoop · Mece Breakdown