Matching slides 10,649
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Arc: Overcoming Monsterclear collectionreset all

Arc

2,221-2,250 of 10,649

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19
Includes a table of historical operating metrics and a Google Trends line chart showing declining traffic.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
20
The slide uses specific case studies (CCME, DGWIY) to illustrate the ease of defrauding auditors in the Chinese market.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Cost Of Inaction1 hit
21
The slide uses specific examples of obstruction and financial reporting to build a case for fraud, referencing Muddy Waters' research.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
22
The slide uses a narrative about a BOC scheme to frame the argument that EDU's decreasing audit fees despite company growth are suspicious.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
23
The slide uses a highly unconventional, provocative tone, blending financial analysis with pop culture references to allege potential obfuscation of share ownership.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
24
The slide uses a narrative structure to link geopolitical pressure with questionable financial decisions by the company.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate that dividends are funded by capital raises rather than operational cash flow, supporting a fraud-preemption thesis.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
26
The slide serves as a disclosure of the hostile environment faced by the researchers, framing the company's actions as part of a broader pattern of fraud and suppression.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
27
The slide uses a narrative-heavy format to expose corporate governance risks and fraud in Chinese companies, specifically targeting EDU's VIE structure.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
28
The slide uses a diagram to illustrate the structural difference between a standard company and a VIE, and uses a quote from a BIDU prospectus to contrast with EDU's lack of control.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
29
The slide uses a comparative analysis to expose the risks in EDU's corporate structure relative to the industry standard (BIDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
30
The slide compares BIDU's structure with EDU's, highlighting that EDU's pledges are cosmetic and lack legal teeth.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
31
The slide uses a skeptical tone to challenge the market perception of EDU's pricing power and competitive advantage.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
32
The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
33
Includes specific allegations against AMBO and CAST management; table compares gross margins across five companies from 2007-2011.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
34
The slide contains a table of operating margins for EDU and competitors, followed by a qualitative assessment of the company's financial and legal risks.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
35
New Oriental Education & Technology Group (EDU)New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
36
The transcript highlights the potential franchisee's lack of direct experience in education and their background in real estate/project development.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
37
The slide contains a raw transcript of a business inquiry call.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
38
The text is a Q&A style transcript detailing operational and financial aspects of a franchise agreement.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
39
This is a raw transcript page from a research note or case study document.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
40
This appears to be a transcript of a phone call or interaction, likely part of a customer journey or sales process documentation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
88
The document is a formal institutional report detailing organizational philosophy, operational standards, and specific 2011 events (lectures, exhibitions, competitions).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
89
This is a standardized government reporting form (likely for non-profit or social organizations) containing multiple tables for data entry.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
90
This is a template form for data entry, likely for government or social service reporting.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
91
The slide contains two distinct tables: one for project status tracking and one for public welfare activity reporting.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
92
The slide contains a template table at the top and a filled-out application form at the bottom.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
93
The slide contains two distinct form sections: a project beneficiary/resource tracking table and a resource allocation table for public service projects.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
94
This appears to be a page from a government or institutional reporting form (indicated by the URL at the bottom).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
95
The slide contains two distinct table structures, one at the top and one at the bottom, both appearing to be empty data entry forms.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit