Carson Block · research-note
Vivion Investments
36 pages · 3 arc beats · 2 loops
Vivion Investments
Carson Block · 2023-03 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 34 total
Metadata
Components
Metrics
Tools
Frameworks
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Loops
Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 23 hits — 0/3 slides
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33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides · 5 hits Agitate 5 slides 100% 5/5 slides 100% 5/5 slides · 34 hits — 0/5 slides
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100% 5/5 slides 100% 5/5 slides · 9 hits Solution 26 slides 100% 26/26 slides 100% 26/26 slides · 140 hits — 0/26 slides
61.5% 16/26 slides 7.7% 2/26 slides 100% 26/26 slides 100% 26/26 slides Slide inventory
36 every slide · same image gating as the playbook
02
Research note format; includes specific allegations of property overvaluation and related-party transaction obfuscation.expose_contradiction
Open slide detailLoop · Cost Of Inaction
03
This page functions as a forensic accounting critique, exposing inconsistencies in Vivion's corporate history and financial statements.expose_contradiction
04
This is a research note page focusing on forensic accounting and asset valuation discrepancies.expose_contradiction
05
The slide is a text-heavy research note page with footnotes referencing financial filings.expose_contradiction
06
This page functions as a rebuttal to specific company claims, using footnotes to cite evidence.preempt_rebuttal
07
The slide contains multiple footnotes referencing external legal and investigative sources.expose_contradiction
08
This page serves as a supporting disclosure or context page for a research note.other
09
The table includes columns for portfolio, date acquired, contribution methodology, seller, number of properties, total purchase price, acquisition financing, eqappendix
10
Contains two distinct sections labeled as figures, detailing contractual instructions and data reliance.appendix
11
Contains two tables detailing portfolio metrics including vacancy rates, market value, and net initial yields.analyze_data
12
The slide aggregates disparate data points from financial statements, presentations, and prospectuses to support an argument about overvaluation.analyze_data
13
This slide serves as a formal legal disclaimer regarding data provenance and verification limitations.front_matter
14
Contains two figures (Figure 1 and Figure 2) showing financial statement notes regarding group companies, intangible assets, and investment property.expose_contradiction
15
Includes two tables (Figure 1 and 2) modeling high-end and low-end estimates of Rent24's contribution to Vivion's rental income.preempt_rebuttal
16
This is a legal document (Liste der Gesellschafter) showing the cap table structure at the time of incorporation/renaming.analyze_data
17
Source: Drastemo Limited (Cyprus), Republic of Cyprus Companies Sectionanalyze_data
18
Contains two figures: Figure 1 (Dorata Limited loan table) and Figure 2 (Vivion shareholder loan structure diagram).expose_contradiction
19
The table lists 12 entities across Cyprus and Germany with varying ownership stakes.analyze_data
20
The slide is a page from a financial statement report, specifically Note 13 regarding investments.analyze_data
21
The table compares Ecomondus 2018 financial statement reporting against individual Cyprus corporate records.analyze_data
22
The document shows two share transfers of 50 shares each from Kklaw Nominees Limited and Cleserve Limited to Ecomondus Limited on 11/02/2019.analyze_data
23
The document shows two share transfer entries to ECOMONDUS LIMITED, dated 11/02/2019.analyze_data
24
Form shows transfer of 50 shares from KKLAW NOMINEES LIMITED and NDOLAN LTD to ECOMONDUS LIMITED on 11/02/2019.analyze_data
25
Document shows share transfer from KKLaw Nominees Limited and Ndolan Ltd to Ecomondus Limited.analyze_data
26
The document shows two share transfers of 50 shares each from KKLaw Nominees Limited and Ndolan Ltd to Ecomondus Limited on 11/02/2019.appendix
27
The document is a legal form for share transfer in a private company (Flekero Limited).analyze_data
28
The slide serves as evidence to support the claim that there is no record of a share transfer to Ecomondus.analyze_data
29
The slide serves as evidence that there is no record of a share transfer to Ecomondus in the official registry.analyze_data
30
The slide highlights the absence of a share transfer record to Ecomondus in the official Cyprus Companies Section registry.analyze_data
31
The slide serves as evidence for a lack of share transfer records.analyze_data
32
Includes a red box annotation highlighting 'Afeciano Limited' as a new entity in 2019.analyze_data
33
Includes a red box annotation highlighting Matanya Holdings Limited as the major creditor.analyze_data
34
The document highlights a change in nationality to Cypriot for Amir Dayan, filed on 18/11/2022.appendix
35
The slide includes a screenshot of a news broadcast and a summary of the allegations.illustrate_case
36
This is a screenshot of a news article from The Marker, used as a source document.other