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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 3,181-3,210
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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3,181-3,210 of 10,649

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08
The slide uses forensic accounting analysis to flag potential irregularities in financial reporting.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
09
This is a text-heavy research note page detailing forensic accounting concerns regarding Vivion's financial statements.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a calculation table to demonstrate that shareholder loans are being repaid, contradicting S&P's view that they are permanent equity.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Monster1 hit
11
The slide combines a financial calculation of loan repayments with a qualitative investigation into occupancy rate discrepancies.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
12
The slide uses investigative research, including site visits and analysis of third-party listing platforms (Immo Scout 24), to challenge company-reported metrics.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
13
The slide uses a screenshot of a third-party listing platform as evidence of potential portfolio vacancy, contrasting it with company-reported metrics.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
14
Includes footnotes 16-19 detailing calculation methodology and site visit observations.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
15
The table provides a granular view of property utilization, highlighting high vacancy rates in specific locations like Potsdamer Strasse.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
16
Includes a table of occupancy assessment and photographic evidence of vacancy.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
17
The slide presents property-specific due diligence findings regarding rent24's occupancy.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
18
The slide provides evidence for a short-selling thesis regarding undisclosed related party transactions and occupancy inflation.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
19
The slide uses a combination of a custom occupancy table and screenshots of Vivion's official tenant lists to highlight a discrepancy in disclosure.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
20
The text highlights potential financial irregularities, specifically large receivables and lack of cash flow, suggesting revenue padding.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
21
Includes financial statement excerpts for r24 Holding GmbH (formerly rent24 GmbH) for 2017-2018.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
22
The text highlights discrepancies between rent24's stated goals and observed operational reality, including failed ventures and subleasing arrangements.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
23
The slide uses footnotes to cite sources for claims about rent24's occupancy and the Fürst property valuation.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
24
Includes a photograph of a building directory as evidence of tenant occupancy; references footnotes 44 and 45.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle1 hit
25
The slide uses a table to provide context for a forensic argument about asset inflation. Footnotes 46-48 provide specific source citations for the claims.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
26
The slide uses a forensic accounting approach to challenge the legitimacy of fair value gains reported by Vivion.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
27
Includes three distinct tables detailing portfolio assets and financial performance.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
28
Includes two data tables detailing pre-rent NOI and rent inflation estimates for Ribbon and Hallmark portfolios.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
29
The slide highlights potential misappropriation and conflicts of interest in property transactions.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
30
The slide functions as a forensic investigation into a specific transaction chain, highlighting the use of nominees and rapid asset flipping.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
31
Includes footnotes 63-66. The slide highlights a discrepancy between reported transaction values and subsequent fair value gains.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
32
The slide uses a Wayback Machine screenshot as primary evidence to link property ownership across entities.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
33
Includes footnotes referencing external sources and valuation calculations.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
34
The slide highlights a discrepancy between reported valuation stability and the reliance on internal assessments.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
35
The slide highlights a discrepancy in square footage to identify specific property assets (Potsdamer Straße 180, 182, and 184).Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
36
The diagram illustrates complex cross-ownership between Vivion/Golden Capital Partners and various holding companies (Paxeal, Benelio, DME) leading to specific real estate assets in Germany.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
37
The slide uses a narrative structure to expose financial complexity and potential fraud, referencing specific entities and dates.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit