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Carson C. Block · research-note

GSX Techedu (GSX)

6 pages · 4 arc beats · 0 loops

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GSX Techedu (GSX)

Carson C. Block · 2020-05
arc beats above · slides in the middle · loops below · scroll → 0 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 4 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits
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100% 1/1 slides
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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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Preempt Rebuttal 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits
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100% 1/1 slides 100% 1/1 slides
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Preempt Rebuttal 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
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100% 1/1 slides 100% 1/1 slides
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Slide inventory

6
every slide · same image gating as the playbook
01
Slide 1
Standard legal disclaimer page for an investment research firm.other
Open slide detail
02
This is a research note from Muddy Waters Research regarding GSX Techedu.expose_contradiction
Open slide detailBeat · Expose Contradiction
03
Includes a raw data snippet showing missing fields and a table comparing IP overlap metrics.expose_contradiction
Open slide detail
04
The slide uses a logical argument structure to dismantle the counter-party's claims regarding user behavior and operational transparency.preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal
05
The slide uses a screenshot of a Chinese job posting alongside an English translation/interpretation to expose the company's illicit activities.expose_contradiction
Open slide detailBeat · Expose Contradiction
06
The slide uses a 'cut-out' style box to mock a potential management response to the evidence presented.preempt_rebuttal
Open slide detailBeat · Preempt Rebuttal