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Carson C. Block · research-note

OSI Systems, Inc. (OSIS)

19 pages · 3 arc beats · 2 loops

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OSI Systems, Inc. (OSIS)

Carson C. Block · 2017-12
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 14 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Monster 8 slides 100% 8/8 slides 100% 8/8 slides · 55 hits
— 0/8 slides
— 0/8 slides
12.5% 1/8 slides 100% 8/8 slides 100% 8/8 slides The Struggle 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 25% 1/4 slides The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides
— 0/2 slides

Slide inventory

19
every slide · same image gating as the playbook
01
Slide 1
Standard legal boilerplate for investment research firm.other
Open slide detail
02
This is a classic activist short-seller research note introduction.diagnose_problem
Open slide detail
03
The slide functions as a narrative-heavy investigative report highlighting potential legal and ethical risks for OSIS.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
04
Includes a pop-culture reference (Robert De Niro in 'Wag the Dog') to frame the narrative of the Albanian government contract.establish_context
Open slide detailBeat · The MonsterLoop · The Reveal
05
The slide highlights a transaction where a 49% stake was sold for a nominal value of 490 ALL (~$4.50).cite_precedent
Open slide detailBeat · The MonsterLoop · The Reveal
06
Includes handwritten annotations and official stamps.establish_context
Open slide detailBeat · The MonsterLoop · The Reveal
07
The slide provides evidence of a transaction involving Rapiscan Systems, Inc. and Olti Peçini, referencing specific registration numbers and contract terms.appendix
Open slide detailBeat · The MonsterLoop · The Reveal
08
The slide contrasts formal corporate registry data with investigative journalism regarding a concession.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
09
Includes a screenshot of a website for Salus hospital and a translated excerpt of a government decision document.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
10
The slide contains embedded text from news articles or reports regarding the 'Rapiscan' concession, including specific dates and financial figures.expose_contradiction
Open slide detailBeat · The MonsterLoop · The Reveal
11
Uses a YouTube screenshot and a news article snippet to build a case against a political figure.name_villain
Open slide detailBeat · The Struggle
12
The slide uses a mix of narrative critique and accounting analysis to suggest corruption and financial misstatement.expose_contradiction
Open slide detailBeat · The Struggle
13
The slide highlights a discrepancy between corporate filings and local registry/financial data.expose_contradiction
Open slide detailBeat · The Struggle
14
Includes a table of revenue by year and qualitative claims of contract fraud.expose_contradiction
Open slide detailBeat · The StruggleLoop · Cost Of Inaction
15
The slide uses a deductive reasoning approach to isolate the impact of a specific contract on overall division margins.analyze_data
Open slide detailLoop · Cost Of Inaction
16
The slide uses a deductive approach to estimate profitability metrics for a specific business unit (Mexico) by isolating it from the broader Security division danalyze_data
Open slide detailLoop · Cost Of Inaction
17
The slide uses a series of quotes to frame the vendor's claims as fraudulent or impossible.expose_contradiction
Open slide detailLoop · Cost Of Inaction
18
The slide uses a 'he-said-she-said' structure to highlight the discrepancy between internal allegations of rot and the official narrative of compliance.expose_contradiction
Open slide detailBeat · The Victory
19
The slide serves as the final conclusion of a research note, explicitly stating the investment stance (short).summarize
Open slide detailBeat · The Victory