Matching slides 26,550
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15,421-15,450 of 26,550

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This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal rights case.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
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The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
This is a text-heavy research note page focusing on financial discrepancies and governance concerns.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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This appears to be the final page of a research note, focusing on a specific legal/financial critique of Burford Capital.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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The slide uses a table to juxtapose management quotes with the eventual reality of the companies (Bankrupt, -48% share price).Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Solution (Provide relief)1 hit
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Slide 1
This is a standard legal disclaimer page for an investment research firm.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem & Complication1 hit
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This is a text-heavy research note page. It uses specific financial figures to argue against the company's accounting methodology.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide uses a pie chart to visualize the alleged bot prevalence, supporting a short thesis.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide functions as a short-seller research note exposing alleged fraud.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide serves as a transition or supporting text page, referencing an appendix and introducing a classification of bot behaviors.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
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The slide defines 'Precise Joiners' as users joining at the exact same second on the same day of different weeks.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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Includes a footnote regarding the definition of 'same moment' and a summary table of linked users.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide discusses methodology for identifying bots based on 'Precise Joiners', 'Burst' patterns, and 'GSX IP' addresses.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide presents a Q&A transcript between an interviewer and a former manager, alleging that GSX has operated a bot farm since 2015 to simulate student activity.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The text describes a 'wash trading' or 'round-tripping' scheme where ad spend is converted into fake revenue via bot accounts.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Includes a description of a 'brushing' model involving round-tripping RMB 1,000,000 for ad placements.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Includes footnotes 8-11 and a table summarizing user distribution.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Document appears to be a standard legal disclosure or registration form for a security interest.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Document appears to be a page from a legal charge or security agreement prepared by Walkers.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide provides a step-by-step guide for data extraction from the platform.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide uses a screenshot of Chrome DevTools with red annotations to guide the user through a technical process.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide contains a screenshot of Chrome DevTools and text instructions for reverse engineering video playback data.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
02
This is a research note from Muddy Waters Capital regarding NMC Health, focusing on financial irregularities and potential fraud.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)1 hit
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This is a research note page from a short-seller report on NMC Health, focusing on potential financial irregularities and undisclosed related-party transactions.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
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This appears to be the final page of a short-seller research report.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit