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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 3,151-3,180
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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3,151-3,180 of 10,649

filter-aware
05
The slide uses a 'fraud-exposure' or 'expose_contradiction' framework to undermine the credibility of the company's financial disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide uses a waterfall chart and a line chart to visually demonstrate the inconsistency in reported financial figures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
07
The slide uses red boxes to highlight inconsistent data points across three different source documents.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
08
The slide uses a table to illustrate sensitivity analysis of net monetary positions and text to detail the contradiction between UK and Malta subsidiary filings.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
11
The slide highlights discrepancies in financial reporting between different versions of prospectuses.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
12
The slide uses primary source document excerpts to contradict or clarify corporate narrative.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
13
Contains two Citi Funds Transfer records with payment amounts of 11,026,599.00 and 20,478,843.00.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
15
The chart uses a 'Rule of 120%+' framework to compare EBITDA margin vs. revenue growth.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
The slide uses a comparative table to set up a 'fraud-exposure' argument regarding DLO's financial reporting.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide highlights a potential discrepancy in DLO's financial reporting and management commentary regarding take rate drivers.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
19
The table highlights the shift toward low take-rate cohorts and the impact of large clients like Google on profitability.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
20
The slide uses a mix of narrative text and expert testimony to challenge the company's growth story regarding margin compression and competitive advantage.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
27
This appears to be a continuation of a sentence from a previous page, likely part of a larger argument regarding the company's liquidity or business model risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
28
Page 27 of 32Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
29
The slide argues that the partnership flip structure is used to circumvent tax regulations by inflating fair market value (FMV) for IRS audit purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The text performs a critical analysis of the valuation gap between RUN's reported FMV and Kroll's rated bond issuance, suggesting overvaluation by the company.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
01
Slide 1
Page 1 of 2Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Disclaimer1 hit
02
This is a research note page critiquing a company's investor disclosures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
01
Slide 1
Vivion Investments S.à.r.l.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
02
This is a classic short-seller 'thesis' slide, framing the company as a 'shell game' involving fraudulent loans and inflated property values.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
03
This is a short-seller research note page focusing on corporate governance and potential fraud.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
04
The document structure suggests a forensic accounting or short-seller research report.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
05
This is a research note page focusing on forensic accounting and potential fraud.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide highlights a potential circular loan structure or misrepresentation by comparing Vivion's shareholder loan disclosures with Holdings' creditor disclosures and Matanya's balance sheet.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
07
The slide uses financial disclosure data to argue that loans were never actually made, highlighting a discrepancy between Vivion's claims and Matanya's capitalization.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit