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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 2,971-3,000
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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2,971-3,000 of 10,649

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01
Slide 1
Standard legal boilerplate for investment research firm.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
02
This is a classic short-seller thesis summary slide, often referred to as a 'bear case' summary.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
03
The slide serves as a critical narrative piece in a research report, linking accounting changes to management behavior and operational metrics.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
12
Contains detailed footnotes referencing former executive interviews and methodology for calculating revenue-sharing obligations.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Appendix with Data1 hit
13
The slide uses a forensic accounting approach to re-calculate unit economics, contradicting management's growth narrative.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
14
The slide uses a 'villain_critique' tone, specifically targeting EHTH management's credibility and accounting practices.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
15
The slide uses insider selling data to undermine the credibility of the company's leadership and business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
01
Slide 1
Page 1 of 7 of the legal terms document.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and introduction1 hit
02
The chart is a waterfall-style visualization showing the slow accumulation of cash over 9 years against booked revenue.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposing contradictions in EHTH's financial reporting1 hit
02
This is a research note from Muddy Waters Research regarding GSX Techedu.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
The slide uses a logical argument structure to dismantle the counter-party's claims regarding user behavior and operational transparency.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
05
The slide uses a screenshot of a Chinese job posting alongside an English translation/interpretation to expose the company's illicit activities.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
06
The slide uses a 'cut-out' style box to mock a potential management response to the evidence presented.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
27
The slide uses a Bloomberg terminal screenshot and Google search results to build a case of suspicious debt reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a screenshot of a 404 error page to demonstrate the removal of a portfolio company.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
29
The slide includes a Wayback Machine header indicating the source of the screenshot.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
30
Includes a screenshot of a web archive page and investigative commentary on financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
31
This is a text-heavy research note page focusing on corporate governance failures and potential fraud indicators.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The table shows a net negative impact of over £1 billion from insider transactions, contrasting with the typical positive signaling of insider buying.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide presents evidence of aggressive share selling/pledging alongside compensation metrics that favor short-term EBITDA targets over cash-based performance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
34
The slide includes a table of management compensation and a narrative critique of corporate governance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
04
This is a text-heavy research note page from a short-seller report. It uses a 'villain_critique' approach to undermine management credibility.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
05
The slide argues that technology does not equal a viable business, citing a lack of clinical candidates from long-standing partnerships.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
06
The slide details the methodology and findings of two external research firms investigating partnership activity.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
07
The slide evaluates seven specific corporate partnerships (Santen, Shionogi, Bayer, Sanofi, GSK, Novartis, Mitsubishi Tanabe) and concludes that many are likely inactive.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
09
The slide uses visual evidence from corporate filings to highlight a discrepancy in drug pipeline reporting.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This slide functions as a critical investigative narrative, highlighting potential misalignments between company claims and partner actions.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
16
Uses a visual metaphor (dump truck vs. scooter vs. sports car) to represent different drug modalities, likely implying size or complexity differences.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Victory1 hit