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Overcoming Monster
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3,091-3,120 of 10,649
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This is a short-seller research note page alleging fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses photographic evidence and site visit reports to challenge the integrity of BEKE's reported store count.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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This is a page from a short-seller research report (Muddy Waters/similar style).KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes detailed calculation tables for transaction estimates in specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The table maps cities to reference cities to derive adjusted transaction values based on house listing price differentials.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The table includes city-level transaction data and GTV estimates, with a final adjustment calculation at the bottom.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes specific adjustments for Chengdu transactions and proxy city assignments for missing pricing data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The table contains 139 rows of city-level data with columns for store count, transaction volume, and GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes specific footnotes referencing BEKE 20-F and F-1A filings.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses red boxes and lines to highlight the cross-city agent relationship.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses screenshots of BEKE's platform to demonstrate that different branch numbers share the same location description, suggesting fraudulent store reporting.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide documents legal entity changes and physical location verification for a specific real estate branch.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a combination of corporate registration data and photographic evidence to prove a discrepancy.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Evidence of potential fraudulent or inaccurate business registration data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a list format to systematically dismantle the company's performance claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a narrative-heavy approach to expose potential fraud or misrepresentation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a contrast-based approach to set up a later debunking of the claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses yellow highlighting to emphasize key points in quotes.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'villain' narrative by citing former employees to contradict company marketing claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses whistleblower testimony to undermine company claims regarding ROI and technology efficacy.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses testimonials to undermine the company's marketing claims regarding product performance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a direct screenshot of the company's own marketing material to set up a later critique of the underlying assumptions.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a table to contrast company-provided figures with analyst estimates to highlight overstatement.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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This is a classic 'bear case' slide from an activist short report.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
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Uses testimonial-style quotes from former employees to validate the competitive threat thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
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The slide uses a series of links to news articles to substantiate the claim that competitors are winning the business XL is targeting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
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The title 'What Blue Skies?' is ironic, suggesting the company's optimistic outlook is unfounded due to regulatory headwinds.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
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The slide uses a series of quotes to undermine the company's growth projections.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit