Matching slides 26,550
Current window 991-1,020
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all

Arc

991-1,020 of 26,550

filter-aware
11
The slide uses a screenshot of a website as evidence of low traffic and poor brand value.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
12
The slide uses footnotes to build a case of financial irregularity regarding the disposal of DFRL.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
13
Includes detailed footnotes referencing specific SEC filings (20-F) and external website evidence.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
14
The slide uses a narrative timeline to expose potential fraud and misrepresentation regarding VIE agreements and investment amounts.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
15
The slide uses a forensic accounting style to highlight discrepancies between SAIC filings and 20-F disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
16
This is a research note page detailing specific accounting manipulation allegations regarding the Shunshun / DFRL investment.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
17
The slide uses a narrative structure to expose potential financial irregularities or self-dealing.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
18
The slide uses a before-and-after table to illustrate a complex share transfer that the author characterizes as failing the 'laugh test' and 'smell test'.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
19
The slide uses before/after comparisons of shareholder records to imply a hidden relationship or transaction structure.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
20
Uses Occam's razor to argue against the 'coincidence' of multiple improbable events in the transaction history.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
21
The slide includes a screenshot of a fee structure table from a 2015 marketing deck. The text discusses the fund's exit performance and fee incentives.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
22
The slide uses a forensic accounting argument, citing SAIC filings and historical patterns of Chinese corporate fraud to build a case for financial manipulation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
23
The slide serves as a forensic accounting analysis identifying a specific 'Fraud Indicator'.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
29
The slide uses a quote from an earnings call to highlight a discrepancy in growth projections versus historical reported data.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
30
Includes detailed footnotes regarding accounting practices (ASC 805) and specific CFO commentary.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
31
The slide is a research note exposing potential financial fraud. It uses strong, accusatory language ('abusive', 'fraudulent', 'sham').TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
32
The slide uses a narrative structure to build a case of financial manipulation, supported by extensive footnotes referencing SEC filings.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
33
This slide functions as a narrative exposé of corporate malfeasance, specifically highlighting the 'orphaned' status of Shujia and the circular nature of the GZ 1-1 transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
34
The table tracks specific financial movements sourced from TAL's SEC filings (20-F).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
35
The slide presents a forensic argument regarding asset parking, citing specific financial figures ($12.5M tax liability, $50M gain, $9.4M deferred revenue) and operational inconsistencies.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
36
The slide uses a Q&A transcript format to expose the lack of legal entity transfer in a business transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
37
The slide presents qualitative evidence (interviews) to contradict a narrative of acquisition, suggesting the business remained under the TAL brand.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
38
The slide uses interview transcripts and SAIC filing discrepancies to challenge the narrative of an acquisition.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
39
The slide uses a comparison of two tables to show the reduction of learning centers in Guangzhou, supporting the argument of a 'short leash' control strategy.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
40
The slide uses a specific legal case (2017 粤 01 民终 18443 号) to contradict claims of asset disposal.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
41
Contains legal/financial evidence regarding lease payments and potential related party transactions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
42
The slide uses a regulatory standard (ASC 850) as a benchmark to expose a failure in the company's reporting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
43
This is a forensic accounting analysis arguing that a business disposal was a sham transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
44
The slide uses a financial table to support a forensic accounting argument about a specific transaction (GZ 1-1).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
45
The slide uses a quote from the CFO to contrast with the lack of evidence in financial statements, serving as a forensic accounting critique.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits