slides · global inventory
Overcoming Monster
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7,351-7,380 of 10,649
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The slide highlights potential accounting risks related to inventory impairment and inaccurate reseller network reporting.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
14
Includes a table showing specifications of 'Pure White' product from an Australian website dated 2016, contradicting the 'new' narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Expose Contradiction1 hit
15
Includes a footnote with a URL source and a page number.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
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Includes a price list table, a line chart comparing 2015 vs 2016 prices, and a text block explaining revenue growth.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
22
The author uses the table to cast doubt on management's narrative regarding volume growth by pointing to forex impacts.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
23
Includes a copy of a contractor price list as evidence of the price discrepancy.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
24
The slide uses a visual catalogue of product swatches to establish the product category before making a price comparison claim.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
25
The slide highlights the threat of low-cost IKEA alternatives to premium Caesarstone products.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
26
The slide highlights the 'elephant in the room' regarding unprovisioned class-action liabilities.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix DataLoop · Cost Of Inaction1 hit
27
The slide uses comparative financial analysis to argue that CSTE's reported figures are inconsistent with industry norms and competitor data.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
28
The text below the table argues that CSTE's maintenance capex should be similar to competitors due to shared machinery suppliers, but notes that it is not.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
29
Includes two tables (Figure 22 and 23) and qualitative analysis of EBITDA margins comparing CSTE and Silestone.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
37
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
39
The slide uses a narrative timeline to expose management's contradictory guidance and performance claims.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Timeline1 hit
04
This is a short-seller research note highlighting corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
05
Includes a link to an external article on the risks of MIS and a footnote citation for biological claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
06
The slide uses a numbered list to define operational and financial prerequisites for the business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
07
This slide functions as a 'villain gallery' or stakeholder mapping of entities involved in alleged corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
08
The diagram maps personal affiliations (founders/directors) to corporate entities and their advisory or subsidiary relationships.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
32
The slide uses a direct quote from an FDA warning letter to undermine the credibility of the partner company.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
33
Includes citations for data sources in the footer.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
34
The slide highlights a pattern of aggressive valuation followed by significant write-offs, suggesting potential accounting manipulation.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
35
The slide uses a rhetorical questioning technique to challenge the company's financial reporting integrity.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
36
Uses a quote from The Simpsons to frame the skepticism regarding the 'expert' data.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a chart to illustrate the demand study and text to detail the professional overlaps between the two entities.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
38
The slide functions as an investigative report highlighting potential corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
39
This slide functions as a legal/regulatory critique, alleging criminal offenses based on conflict of interest and failure to disclose.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
40
Includes a screenshot of a HotCopper forum post as evidence of potential insider trading.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
41
Includes a quote from Bernard Madoff to frame the 'proprietary strategy' as suspicious.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
42
The slide uses financial statement excerpts to argue that management engaged in self-dealing transactions.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit