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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 2,431-2,460
Pages 355
Rows per page 30
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2,431-2,460 of 10,649

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39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
40
Discusses the impact of market rent abatements and carrier infrastructure sharing on tower company revenue models.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
41
The slide discusses structural integrity issues of acquired towers and the financial impact of BRL depreciation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
42
Includes a line chart showing stock performance with acquisition annotations and a detailed valuation table.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
43
The slide functions as a critical research note detailing specific regional operational risks for AMT.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
44
The slide presents a forensic financial argument questioning the due diligence and valuation of an acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
45
The slide contains two distinct sections: a valuation summary table for Ghana and a narrative analysis of the German market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
46
Includes specific valuation metrics and impairment calculation for AMT's German tower assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
47
Uses historical analogy to argue against the current investment thesis for AMT (American Tower).American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
48
The slide uses a honeycomb diagram to represent a homogeneous network structure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
49
The diagram uses color-coded circles to represent different cell coverage areas and labels various inter-cell connections.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
50
The slide uses a structured argument format with three distinct headers followed by supporting evidence and citations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
51
The slide explains the shift from 'coverage' phase to 'capacity' phase in wireless infrastructure, arguing that this evolution reduces the need for multiple equipment generations on towers, thereby impacting amendment revenue.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
52
The slide uses a combination of technical arguments and a bar chart comparing mobile vs. Wi-Fi data consumption to support the thesis that Wi-Fi is a superior, disruptive technology.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
53
Includes a bar chart comparing LTE download/upload speeds for AT&T, Sprint, and Verizon in 2012.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
54
The text argues that AMT's business model is threatened by technological shifts toward Wi-Fi and small cells, which offer lower-cost alternatives to traditional tower infrastructure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
55
The slide provides a technical and market overview of small cell technology, including a photo of a device and deployment data comparing small cells to macro cells.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
56
The slide argues that technological shifts (small cells/Wi-Fi) and regulatory pressure are enabling carriers to bypass traditional tower companies.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
57
Includes a chart showing the divergence of traffic and revenue over time, and a table of declining wireless margins for major US carriers.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
58
The slide includes two line charts showing market trends in India and text discussing the impact of VOIP/softphones on the telecommunications industry.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
59
The text discusses the strategic shift of cable companies into the wireless space via Wi-Fi hotspots to bypass expensive spectrum auctions.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
60
The slide discusses the impact of Wi-Fi based networks on traditional cellular infrastructure and highlights AMT's strategic missteps in the US market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
61
The slide uses a narrative of 'opacity' and 'leverage' to frame AMT's business model as vulnerable to landlord negotiations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
62
The text discusses specific mechanisms of profit repatriation (loans, management fees, dividends) and mentions SOFOMs in Mexico as a case study.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
63
Includes footnotes 114, 115, and 116.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
64
The slide uses a combination of industry expert quotes and analytical commentary to frame AMT's international strategy as value-destructive.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
02
This is a research note from Muddy Waters, LLC, focusing on forensic accounting/short-selling research.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
03
The slide functions as a forensic analysis of corporate deception, specifically targeting 'Lie #2' regarding contact information and related party disclosures.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
02
This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
03
This appears to be a continuation of a research note, focusing on governance and strategic failures.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit