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Carson C. Block · research-note

TAL Education Group (TAL)

8 pages · 3 arc beats · 2 loops

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TAL Education Group (TAL)

Carson C. Block · 2018-07
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 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Evidence 4 slides 100% 4/4 slides 100% 4/4 slides · 31 hits
— 0/4 slides
50% 2/4 slides 50% 2/4 slides 100% 4/4 slides 100% 4/4 slides · 8 hits Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

Slide inventory

8
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer for investment research firm.other
Open slide detail
02
This is a research note/investor letter. It uses aggressive, confrontational language to frame the company's management as fraudulent.expose_contradiction
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
03
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.expose_contradiction
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
04
Includes three tables: BJ Lebai financials, monthly student enrollment projections, and a summary calculation of deferred revenue.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
05
The slide calculates the deferred revenue impact of a 4% monthly growth cohort model and applies a 30% discount based on ASC 805 fair value accounting.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
06
The slide uses a bottom-up calculation to expose a discrepancy in financial reporting.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
07
Includes detailed footnotes regarding revenue sources and tuition assumptions.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
08
Includes a footnote regarding sensitivity to tuition rate assumptions.expose_contradiction
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction