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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 2,371-2,400
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
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2,371-2,400 of 10,649

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03
The slide uses two charts to demonstrate that acquisition costs per site are trending upward while operating profit margins are volatile and trending downward, supporting the thesis that AMT's growth is driven by overpaying for assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
04
The slide uses a skeptical, investigative tone to challenge management's narrative on international growth and capital allocation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
This is a text-heavy research note page focusing on forensic accounting and management credibility.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The text highlights potential financial irregularities and management's failure to address them.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
07
The slide uses investigative reporting techniques to challenge corporate disclosures regarding transaction pricing and asset valuation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
09
This is a text-heavy research note page detailing grievances against AMT management.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
07
The text is a dense, paragraph-based critique of AMT's financial and operational strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
This is a research note page focusing on forensic accounting and corporate governance critique.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
Slide 1
Focus Media Holding Ltd. (FMCN)Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Hook1 hit
02
This is a research note page detailing investigative findings regarding fraudulent financial practices.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · ComplicationLoop · Aha Moment1 hit
03
The slide uses investigative research to link multiple entities to a single registered agent, suggesting a pattern of fraudulent activity.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Aha Moment1 hit
119
The table demonstrates data consistency between two reporting periods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
120
This is a financial recovery model breakdown, likely used for insolvency or valuation analysis.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
121
The slide presents a waterfall-style recovery analysis for unsecured creditors based on varying discount rates and time horizons.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
122
Olam International Ltd. (SGX:O32)Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
123
Handwritten annotation at the bottom reads 'Applicant opinion of value = $7M'Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
124
Form BOE-305-AH (S1) REV. 6 (2-06). Contains handwritten applicant details and property valuation figures.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
125
Olam International Ltd. (SGX:O32)Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
126
The document is a standard California BOE-305-AH form. It includes handwritten entries for applicant details, property address, and valuation figures.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
127
This is a scanned government form (BOE-305-AH) for property tax appeals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
128
This is a scanned government form (BOE-305-AH) with handwritten annotations and stamps.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
129
The document is a formal government form (BDE-305-AH) used for property tax appeals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
130
Handwritten annotations include 'Rec'd ck #11145 $1,500' and a date stamp 'SEP 13 2012'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
131
This is a scanned legal document (BOE-305-AH) used as evidence for a tax appeal.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
132
This is a scanned government form (BOE-305-AH) used for tax appeals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
133
The document is a standard government form (BOE-305-AH) with handwritten entries for applicant details, property values, and certification.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
02
This is a research note from Muddy Waters, LLC regarding Olam International Ltd.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
03
This page serves as a continuation of a research note, focusing on critical due diligence findings regarding Olam's acquisitions and capital projects.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
04
The slide uses a skeptical tone to challenge management's claims regarding project costs and financial reporting.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit