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Problem Agitate Solution
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This is a text-only research note slide. It functions as a critique of the company's communication strategy, framing their verbal denials as evasive and incriminating.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Critique of dLocalLoop · Cost Of Inaction1 hit
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This is a continuation of a previous paragraph, likely part of a short-seller research report.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Preemptive RebuttalLoop · Cost Of Inaction1 hit
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The slide functions as a critical research note debunking company claims regarding market size and product demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Preempt Rebuttal1 hit
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Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide functions as a short-seller research note, highlighting operational inconsistencies and potential management deception.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
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Uses a pop-culture reference (Chappelle's Show) to frame the critique of corporate management.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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This slide describes a technical investigation process involving data scraping and analysis of JSON files.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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GSX Techedu (GSX)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 technical walkthrough for data scraping/extraction.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Includes a screenshot of browser developer tools showing a JSON response mapping a teacher's profile to a specific User Number.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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The slide provides evidence of identity verification by cross-referencing user IDs, IP addresses, and avatar URLs against public teacher profiles.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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This slide provides empirical evidence to support the classification of 'Type 0' users as students.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
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Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)1 hit
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The slide uses direct quotes from audit disclaimers to expose the contradiction between company claims and report reality.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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This is a page of text from a research note, likely part of a short-seller report or investigative piece.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
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This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a comparison to Wirecard to frame the severity of the situation.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
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This page functions as a forensic accounting critique, exposing inconsistencies in Vivion's corporate history and financial statements.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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This is a research note page focusing on forensic accounting and asset valuation discrepancies.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Iceberg1 hit
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The slide is a text-heavy research note page with footnotes referencing financial filings.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Iceberg1 hit
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This page functions as a rebuttal to specific company claims, using footnotes to cite evidence.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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The slide contains multiple footnotes referencing external legal and investigative sources.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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This page serves as a supporting disclosure or context page for a research note.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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The table includes columns for portfolio, date acquired, contribution methodology, seller, number of properties, total purchase price, acquisition financing, equity value, SHL portion of EV, and common equity portion of EV.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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Contains two distinct sections labeled as figures, detailing contractual instructions and data reliance.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
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Contains two tables detailing portfolio metrics including vacancy rates, market value, and net initial yields.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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The slide uses a confrontational tone typical of short-seller research notes, framing the company's silence on specific points as an admission of guilt.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
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The slide functions as a rebuttal tracker, listing specific allegations and the company's denial status.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
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This is a text-heavy research note page acting as a rebuttal to company management's defense.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
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The slide functions as a rebuttal to XL's corporate response, focusing on customer testimonials vs. marketing claims and the financial implications of the SPAC deal.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Aha Moment1 hit