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Overcoming Monster
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11
Includes a table demonstrating the sensitivity of EBITDA per launch to the number of annual launches.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain CritiqueLoop · Cost Of Inaction2 hits
13
The slide uses a narrative structure to highlight management's lack of preparedness and the inadequacy of their current rocket specifications.Astra Space, Inc. (ASTR) · Kerrisdale Capital
Research note Short seller Beat · Villain Critique2 hits
12
Uses Google Earth imagery as evidence of lack of development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
13
Uses Google Earth screenshots to provide visual evidence of inactivity.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
03
The slide uses a series of bullet points to highlight discrepancies between company claims and observed financial/operational realities.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
04
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
05
This is a research note detailing allegations of financial malfeasance.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
07
The slide presents a mix of quantitative data (table) and qualitative forensic accounting analysis (narrative).Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
05
The table lists year, transaction name, book value adjustment in millions, page reference, and a rationale for the claim of accounting abuse.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
10
The chart illustrates a classic 'accounting vs. reality' gap often used in short-seller research.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
06
This is a classic Muddy Waters 'expose_contradiction' slide, stripping away marketing fluff to show the underlying economic reality.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
07
Includes a terminal-style code snippet showing data processing logs as visual proof of methodology.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
08
The slide uses a video screenshot to provide empirical evidence of tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
10
The slide uses a specific methodology of tracking pixel presence on customer websites to infer churn.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
54
Includes footnotes regarding estimation methodology for specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
55
The table provides granular transaction data for connected stores across various Chinese cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
56
The table breaks down GTV, transaction volume, and commission rates for Lianjia vs. Connected stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
57
The slide presents screenshots of a real estate data platform to support a claim of inflated GTV figures by BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
58
The slide uses a forensic accounting approach to challenge the company's reported financial metrics.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
59
The table provides a granular breakdown of transaction counts, store counts, and pricing adjustments used to derive GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
Includes screenshots of CRE data for Hangzhou and Nanjing as examples of the adjustment process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
61
Includes detailed footnotes referencing external data sources for real estate market analysis.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
62
Includes a footnote regarding 3Q21 data adjustments.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
63
The table provides city-level breakdowns of store counts, transaction volumes, and average transaction values, with specific footnotes explaining estimation methodologies for missing data points.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
64
Includes a sensitivity analysis regarding Shanghai transaction data and introduces a methodology for connected brokerages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
09
The slide is a direct excerpt from financial statements (Note 17).dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
10
The slide uses a 'fraud-exposure' framework to contrast initial loan agreements with subsequent, contradictory disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
13
Kerrisdale Capital research note critiquing Red Cat Holdings' management claims.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits
14
The slide discusses the 'Adaptive Acquisition Framework' and 'Modular Open Systems Approach' (MOSA) as key shifts in defense procurement.Red Cat Holdings, Inc. (RCAT) · Kerrisdale Capital
Research note Short seller Beat · Expose Contradiction2 hits