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Muddy Waters · research-note

Focus Media Holding Ltd. (FMCN)

12 pages · 3 arc beats · 0 loops

Research-Note Download JSON
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Focus Media Holding Ltd. (FMCN)

Muddy Waters · 2011-11
arc beats above · slides in the middle · loops below · scroll → 0 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 6 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 4 slides 100% 4/4 slides 100% 4/4 slides · 36 hits
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75% 3/4 slides 100% 4/4 slides
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Other 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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100% 1/1 slides
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Appendix Data 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides
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Slide inventory

12
every slide · same image gating as the playbook
01
Slide 1
Includes a formal legal disclaimer and an introduction section summarizing the firm's stance on FMCN's response to previous reports.front_matter
Open slide detail
02
This is a text-heavy research note page focusing on forensic accounting and corporate governance concerns.expose_contradiction
Open slide detailBeat · Expose Contradiction
03
The slide uses a table to highlight the discrepancy between FMCN's reported figures and external industry reports, specifically calling out a 1,758.2% market shexpose_contradiction
Open slide detailBeat · Expose Contradiction
04
This is a research note from a Muddy Waters short report on FMCN.expose_contradiction
Open slide detailBeat · Expose Contradiction
05
This is a page from a research note (likely a short-seller report) analyzing FMCN's financial disclosures.expose_contradiction
Open slide detailBeat · Expose Contradiction
06
The slide uses a series of numbered arguments (VI, VII, VIII) to systematically dismantle corporate defenses.expose_contradiction
Open slide detail
07
The slide is primarily text-based, serving as a transition or context-setting page for a diagram mentioned in the text.diagnose_problem
Open slide detailBeat · Other
08
The diagram uses a complex node-link structure to show conflicts of interest, investments, and board memberships.expose_contradiction
Open slide detail
09
The slide provides primary source evidence for network sizing metrics.appendix
Open slide detailBeat · Appendix Data
10
The slide is a verbatim transcript formatted as a dialogue table.other
Open slide detail
11
The slide presents a dialogue confirming that the data (93,000 locations, 110,000 screens) is current as of two weeks prior.summarize
Open slide detail
12
The table is labeled 'Table 1-14' and provides historical data on cinema infrastructure.appendix
Open slide detail