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Carson C. Block · research-note

TAL Education Group (TAL)

11 pages · 4 arc beats · 3 loops

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TAL Education Group (TAL)

Carson C. Block · 2018-07
arc beats above · slides in the middle · loops below · scroll → 3 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

4
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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100% 1/1 slides 100% 1/1 slides
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Appendix Methodology 8 slides 100% 8/8 slides 100% 8/8 slides · 70 hits
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— 0/8 slides
87.5% 7/8 slides 100% 8/8 slides · 9 hits 37.5% 3/8 slides Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
— 0/1 slides
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100% 1/1 slides 100% 1/1 slides · 2 hits
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Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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100% 1/1 slides 100% 1/1 slides
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Slide inventory

11
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 page focusing on fraud exposure and management credibility.expose_contradiction
Open slide detailBeat · Expose Contradiction
03
The slide details a system of linear equations used to back-calculate segment-level metrics from aggregate company disclosures.analyze_data
Open slide detailBeat · Appendix Methodology
04
The slide uses a 'reconciliation' approach to test management's claims against a system of equations derived from historical disclosures.expose_contradiction
Open slide detailBeat · Appendix MethodologyLoop · Aha Moment
05
The slide presents two distinct 'tests' (Method 1 and Method 2) to expose inconsistencies in reported financial metrics.expose_contradiction
Open slide detailBeat · Appendix Methodology
06
The slide uses a 'check' methodology to validate company claims against derived models, highlighting inconsistencies in FY2018 Q3 data.expose_contradiction
Open slide detailBeat · Appendix Methodology
07
The slide details a forensic accounting attempt to reconcile reported figures, concluding that management's representations are mathematically inconsistent.analyze_data
Open slide detailBeat · Appendix MethodologyLoop · Analogy
08
The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequenexpose_contradiction
Open slide detailBeat · Appendix Methodology
09
The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.analyze_data
Open slide detailBeat · Appendix MethodologyLoop · Iceberg
10
The slide presents two distinct calculation scenarios (Method 3) and compares them against reported data to expose discrepancies in ASP growth.expose_contradiction
Open slide detailBeat · Appendix Methodology
11
The slide uses a 'Check' table format to highlight negative financial indicators (FALSE, negative percentages) as evidence of potential fraud or misrepresentatiexpose_contradiction
Open slide detailBeat · Expose Contradiction