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Carson C. Block · research-note

NQ Mobile (NQ)

18 pages · 3 arc beats · 2 loops

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NQ Mobile (NQ)

Carson C. Block · 2013-11
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 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster (NetQin's alleged fabrications) 4 slides 100% 4/4 slides 100% 4/4 slides · 36 hits
— 0/4 slides
— 0/4 slides
50% 2/4 slides 100% 4/4 slides 100% 4/4 slides The Struggle (Muddy Waters' investigation) 4 slides 100% 4/4 slides 100% 4/4 slides · 28 hits
— 0/4 slides
— 0/4 slides
50% 2/4 slides 100% 4/4 slides 100% 4/4 slides The Victory (exposing NetQin's fabrications) 9 slides 100% 9/9 slides 100% 9/9 slides · 41 hits
— 0/9 slides
— 0/9 slides
33.3% 3/9 slides 100% 9/9 slides 100% 9/9 slides

Slide inventory

18
every slide · same image gating as the playbook
01
Slide 1
other
Open slide detail
02
This is a research note from Muddy Waters, LLC, acting as a short-seller report.expose_contradiction
Open slide detailBeat · The Monster (NetQin's alleged fabrications)Loop · The Reveal
03
This slide documents a specific instance of corporate fraud exposure via media reporting and short-seller investigation.expose_contradiction
Open slide detailBeat · The Monster (NetQin's alleged fabrications)Loop · The Reveal
04
The slide documents a corporate credibility crisis where NetQin's claims of partnerships are explicitly denied by the named manufacturers.expose_contradiction
Open slide detailBeat · The Monster (NetQin's alleged fabrications)Loop · The Reveal
05
The slide highlights the failure of management to deliver on promised rebuttals, fueling investor skepticism.expose_contradiction
Open slide detailBeat · The Monster (NetQin's alleged fabrications)Loop · The Reveal
06
This slide appears to be a narrative summary of a corporate crisis response, likely from a research note or news digest.preempt_rebuttal
Open slide detailBeat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction
07
This slide documents a specific corporate crisis event involving Muddy Waters and NetQin.expose_contradiction
Open slide detailBeat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction
08
The slide presents a narrative of corporate fraud/misrepresentation by NQ, citing Money.163.com as the source.expose_contradiction
Open slide detailBeat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction
09
The slide presents evidence of corporate fraud allegations.expose_contradiction
Open slide detailBeat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction
10
This appears to be a news summary slide documenting a corporate crisis response.summarize
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
11
The slide highlights the tension between corporate claims and external skepticism, specifically regarding user definitions, financial transparency, and businessexpose_contradiction
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
12
This appears to be a transcript of an investor or analyst call, likely addressing fraud allegations.summarize
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
13
The slide is a raw transcript of a conference call or investor Q&A session.preempt_rebuttal
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
14
The slide is a raw transcript of an investor Q&A session.preempt_rebuttal
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
15
The slide appears to be a transcript of an investor call or press conference. It contains repetitive text at the beginning and end.summarize
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
16
This appears to be a transcript of an investor or media Q&A session.summarize
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
17
The slide is a Q&A transcript format, likely used to address market skepticism.preempt_rebuttal
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction
18
The slide captures a series of questions from users and responses from NQ Yu Lin, serving as a defensive communication piece.preempt_rebuttal
Open slide detailBeat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction