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Carson Block · research-note

IQE plc (IQE)

17 pages · 2 arc beats · 2 loops

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IQE plc (IQE)

Carson Block · 2018-02
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

2
coverage by narrative range · generated from this deck JSON
Narrative range 13 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 12 slides 100% 12/12 slides 100% 12/12 slides · 88 hits
— 0/12 slides
— 0/12 slides
75% 9/12 slides 100% 12/12 slides 100% 12/12 slides Villain Critique 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides
— 0/1 slides

Slide inventory

17
every slide · same image gating as the playbook
01
Slide 1
Standard legal boilerplate for an investment research firm.other
Open slide detail
02
The slide serves as both a formal disclosure and an executive summary of the short thesis.front_matter
Open slide detail
03
This is a text-heavy research note page focusing on forensic accounting allegations.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
04
The slide presents a forensic accounting argument regarding asset transfers and IP licensing.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
05
The slide uses a forensic accounting approach to challenge the legitimacy of reported financial gains.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
06
The slide uses evidence from CSC's 2016 Annual Report to contradict IQE's financial reporting.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
07
This is a research note page focusing on forensic accounting analysis.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
08
This is a research note page detailing forensic accounting concerns regarding IQE's relationship with CSC.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
09
The slide uses financial statement excerpts to highlight the lack of economic substance in transactions between IQE and CSC.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Aha Moment
10
The slide uses a 'fraud-exposure' or 'alter-ego theory' narrative to suggest corporate obfuscation.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Iceberg
11
The slide uses screenshots of a video and a LinkedIn profile to link Chris Meadows to both CSC and IQE, followed by a transcript of an inquiry confirming the joexpose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Iceberg
12
The slide uses a job posting as evidence to link CSC and IQE, specifically mentioning Robert Harper as a shared employee.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Iceberg
13
Uses a screenshot of a LinkedIn profile as evidence to challenge corporate reporting.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Iceberg
14
The slide uses visual evidence from corporate filings and LinkedIn profiles to question the legitimacy of the CSC entity.expose_contradiction
Open slide detailBeat · Expose ContradictionLoop · Iceberg
15
This is page 15 of a research note or activist short report targeting IQE, focusing on accounting adjustments and relationship with CSC.expose_contradiction
Open slide detailBeat · Villain Critique
16
The slide uses a line chart to show the spike and two side-by-side cash flow statement snippets to demonstrate the change in reporting granularity.expose_contradiction
Open slide detail
17
The slide uses a skeptical tone to link accounting practices with insider trading activity.expose_contradiction
Open slide detail