Matching slides 10,649
Current window 241-270
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all

Arc

241-270 of 10,649

filter-aware
06
The slide includes a diagram of the BEKE platform architecture and a detailed text description of the data collection and verification process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
07
The slide uses a short-seller research style to expose discrepancies between company-reported figures and independent transaction data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
08
The table compares transaction counts for May-Aug 2021 vs June-Sept 2021. The text below the table provides a conclusion on GTV inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
09
The slide uses a 'fraud-exposure' framework to contrast company-reported figures with independent data collection results.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
10
Includes two tables detailing revenue recognition accounting and commission rate comparisons.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
44
The slide uses two tables to reconcile total cash balances against specific onshore WFOE credit report data to infer offshore cash holdings.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
45
The slide uses a forensic accounting approach to identify a discrepancy of RMB 1.326 billion, suggesting potential capital control violations or fabricated cash balances.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
46
This is a page from a short-seller research report (Muddy Waters Research).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
47
The slide uses a social media post as evidence to contrast the platform's 'Most Popular' award with the observed low-quality content.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
48
The slide uses screenshots as evidence of 'non-performance' (e.g., filming a wall/ceiling) to suggest fraudulent or artificial activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
49
The slide documents fraudulent behavior (circular economy) within the Bigo platform ecosystem.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
50
The slide uses tables to demonstrate circular flow of 'beans' (virtual currency) between accounts.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
51
The slide uses screenshots of the Bigo Live app to demonstrate a 'swap' of profiles, implying potential manipulation or fraudulent activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
52
Includes a screenshot of Bigo's FAQ regarding Bigo ID changes as evidence of policy contradiction.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
53
The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
54
The slide uses a forensic accounting/investigative research tone to expose alleged fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
55
The slide uses legal documentation to contrast the incorporation date (Sept 2014) with David Li's personal investment date (Dec 2014).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
56
The slide uses legal documentation to frame a narrative of corporate malfeasance and financial manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
57
This slide functions as a forensic accounting narrative, citing specific SEC filings and financial restatements to support allegations of fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
58
The page includes two footnotes detailing specific interview sources and clarifying bot audience numbers for the 'Livehouse' channel.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
59
The slide uses a before-and-after comparison of a user profile to highlight potential manipulation of platform statistics.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
Includes a screenshot of a Bigo user profile and a critique of financial reporting discrepancies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
61
The slide uses investigative findings to challenge the nature of Bigo's PRC revenue, attributing it to specific apps rather than general Bigo Live usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
62
The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
63
Includes screenshots of the Hello app interface and a SAIC corporate registration record for Baiguoyuan Networks.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
64
The slide uses a screenshot of a 2017 blog post to demonstrate that Hello users were instructed to link their YY accounts for payment, suggesting common management.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
65
Joyy Inc. (YY)Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
66
Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
67
The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
68
The slide presents a forensic accounting argument by comparing third-party data against official company filings to highlight anomalies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits