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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 1,951-1,980
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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1,951-1,980 of 10,649

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03
This is a research note from Muddy Waters, LLC, exposing potential fraud at Orient Paper, Inc.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
This is a page from a Muddy Waters research note exposing potential financial irregularities at Orient Paper, Inc. (ONP).Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
The slide uses a forensic accounting approach to highlight discrepancies between SEC filings and PRC tax/audited filings.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
06
This is a classic short-seller research note using observational evidence to contradict management claims.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
07
This is a page from a short-seller research report (Muddy Waters) exposing potential fraud at ONP.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
The text uses investigative due diligence to challenge the validity of ONP's reported customer revenue.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
This slide is a classic example of forensic accounting research used to expose fraudulent revenue reporting.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
10
The slide uses a 'fraud-exposure' logic to argue that the customer list churn is statistically improbable, suggesting fabricated sales data.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
24
The slide uses sarcasm ('gleefully playing in hundreds of thousands of dollars') to undermine the company's reported inventory value.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
25
The slide uses a short-seller research style to expose potential financial manipulation by comparing reported metrics against industry benchmarks.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
26
The text below the table argues that the subject company (ONP) likely has higher production costs or is not actually producing the product, based on a comparison with these industry benchmarks.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide argues that ONP's gross margin is suspiciously high compared to peers and discusses the use of 'fa piao' in Chinese accounting fraud.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
28
This is a research note from Muddy Waters, LLC, focusing on corporate governance and accounting transparency issues.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
01
Slide 1
The document is a Muddy Waters, LLC short-seller report.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
45
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
46
Uses a waterfall-bridge chart to illustrate the path from current share price to intrinsic value.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
47
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
48
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
49
Includes a quote from CEO Matt Proud to contrast with the poor performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
50
The slide uses a 'before-after' logic to contrast management's claims with actual data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
51
The slide highlights a specific governance concern regarding peer group selection bias.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
52
The chart highlights the poor performance of follow-on offerings compared to the initial IPO price.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
53
The slide uses testimonials to highlight management's failure to deliver on promises and the resulting loss of investor confidence.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
54
The slide uses a two-column list format to categorize feedback, with specific callouts for 'trust' and 'inconsistent' actions.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
55
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
56
Uses an org chart with red 'X' marks to visually represent departed executives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
57
The slide uses a combination of a timeline/list of personnel and qualitative testimonials to build a narrative of poor leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
58
Uses testimonials to support the thesis of poor leadership and high turnover.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
59
Uses a before-after-framing style to juxtapose corporate data with employee testimonials.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
60
Uses a waterfall chart to show the gap to the $1B target and a bar chart to compare scale against peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit