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Carson Block · research-note

eHealth Inc. (EHTH)

7 pages · 4 arc beats · 0 loops

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eHealth Inc. (EHTH)

Carson Block · 2020-06
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 5 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Disclaimer and introduction 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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100% 1/1 slides
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Exposing contradictions in EHTH's financial reporting 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides
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Further exposing contradictions 2 slides 100% 2/2 slides 100% 2/2 slides · 16 hits
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides
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Supporting data 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
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100% 1/1 slides
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100% 1/1 slides
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Slide inventory

7
every slide · same image gating as the playbook
01
Slide 1
Page 1 of 7 of the legal terms document.other
Open slide detailBeat · Disclaimer and introduction
02
The chart is a waterfall-style visualization showing the slow accumulation of cash over 9 years against booked revenue.expose_contradiction
Open slide detailBeat · Exposing contradictions in EHTH's financial reporting
03
The slide uses a waterfall chart to visualize the gap between revenue booking and cash realization over a 24-year period.expose_contradiction
Open slide detail
04
The slide compares modeled churn rates against company-stated churn rates to highlight aggressive revenue recognition assumptions.analyze_data
Open slide detailBeat · Supporting data
05
The slide uses a critical tone to argue that EHTH is pulling forward future revenue to inflate growth metrics, contradicting management's public statements.expose_contradiction
Open slide detailBeat · Further exposing contradictions
06
Includes a detailed table showing quarterly churn metrics from FY16 to 1Q20.expose_contradiction
Open slide detailBeat · Further exposing contradictions
07
The slide uses a short table to demonstrate the impact of accounting adjustments on LTV.expose_contradiction
Open slide detail