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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 2,191-2,220
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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2,191-2,220 of 10,649

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01
Slide 1
This is a classic Muddy Waters short-seller research note cover page.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
02
Uses a quote from The Wire to frame the contradiction between the CFO's public statements and the reality of the franchise model.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
03
The slide uses a 'gotcha' transcript to frame the subsequent fraud allegation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
04
This is a page from a short-seller research report (Muddy Waters style).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
05
This is a page from a Muddy Waters research report on New Oriental Education (EDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
06
The slide combines a full table of contents with the beginning of Section I.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
07
The slide is a screenshot of a webpage from pop.xdf.cn detailing the franchising process.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
08
The slide contrasts a formal process flow with informal, potentially contradictory statements from an employee.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
09
Includes direct quotes from franchise sources and specific financial terms (RMB 600k-1M license fees, RMB 80k training fees, RMB 100k deposit).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
10
The slide uses direct quotes from Louis Hsieh to challenge the company's narrative regarding store growth and franchising.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
11
This is a research note from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
12
The slide discusses the structural and regulatory challenges of NRRR schools, including ownership rights, MOE/CAB oversight, and the tax status of EDU's Beijing operations.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
13
The slide argues that EDU is subject to EIT based on tax regulations and direct inquiries, contradicting their financial reporting.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
14
The slide highlights a discrepancy between the reported 'Other Expenses' (which should be 25% for EIT) and the actual reported figures (less than 1%), implying the entity is falsely claiming tax-exempt status.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
15
The slide presents a forensic accounting argument regarding potential misrepresentation of franchise consolidation and tax exemptions in SEC filings.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
16
This page is part of a research note investigating potential financial irregularities at EDU, specifically focusing on franchise reporting and subsidiary revenue discrepancies.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
17
The slide uses a dual-axis line chart to contrast EDU's rising revenue against the declining revenue of its subsidiaries (Hewstone & Decision).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
18
The slide uses two line charts to demonstrate that online user growth is flat despite massive growth in the underlying market and in-person enrollments.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
07
The slide is primarily text-based, serving as a transition or context-setting page for a diagram mentioned in the text.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Other1 hit
09
The slide provides primary source evidence for network sizing metrics.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Appendix Data1 hit
01
Slide 1
This is a short-seller research report by Muddy Waters LLC. It uses the Olympus scandal as a precedent for corporate fraud.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Call1 hit
02
The slide uses investigative reporting to cast doubt on the legitimacy of an acquisition target.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Monster1 hit
03
The slide uses a narrative structure to raise red flags about a potential shell company transaction.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
04
This is a standard Muddy Waters short-seller research note disclosure page.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Victory1 hit
03
This is a page from a short-seller research report. It includes a direct challenge to management and a deadline for acceptance.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Preempt Rebuttal1 hit
04
The slide uses a narrative of 'exposing' management's claims by contrasting them with external market data and government policy changes.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
05
The slide uses a quote from Kenneth Lay (Enron) to frame the argument against Olam's reliance on E&Y.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
06
This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
The slide uses red boxes to highlight discrepancies in financial reporting between two different statements.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose Contradiction1 hit
08
This slide functions as a rebuttal to management's public statements, using a 'he-said-she-said' framing to highlight potential governance risks.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Preempt Rebuttal1 hit