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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 2,701-2,730
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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2,701-2,730 of 10,649

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24
The slide presents qualitative evidence of aggressive sales practices and potential revenue recognition issues.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
42
The slide uses a line chart to demonstrate historical EV/EBITDA multiples of HDD competitors to justify a lower valuation for Nidec's HDD segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
The slide uses a sensitivity table to derive an implied multiple for the non-HDD business segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
44
The table shows sensitivity analysis for Enterprise Value and Implied Share Price based on varying valuation multiples.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
Includes a sensitivity table for implied stock downside and specific peer group data for HDD and AACI sectors.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
The slide includes a specific call to action regarding Nidec's U.S. ADS sponsorship termination.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
The text highlights specific concerns regarding segment reporting, bundling of business units, and the use of 'All Others' to mask performance.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
48
The slide serves as a critical commentary on corporate governance and reporting practices, specifically targeting Nidec's management.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The slide uses a combination of historical text-based performance data and a visual chart from the company to expose a pattern of over-promising.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
The slide serves as an appendix of evidence for a broader argument regarding management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a 'before-after' or 'claim-vs-reality' structure to undermine management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
The slide serves as a record of failed projections across multiple business segments.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses Nidec's own presentation materials to point out internal contradictions and forecasting failures.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
Nidec Corp. (6594 JP)Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
02
This is a classic activist short report summary page.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
03
This is a research note page from a short-seller report on Huishan Dairy.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
04
The slide uses a visual process flow to illustrate the company's claims, which the text then refutes as fraudulent.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
05
The slide uses financial data and investigative findings to argue that Huishan's reported margins are fraudulent.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
The slide uses investigative findings (photographic evidence and distributor interviews) to contradict company claims.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
07
The slide uses external investigator reports and court judgments to challenge the company's narrative regarding its agricultural operations.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
This is a text-heavy research note page from a Muddy Waters short report on Huishan Dairy.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
The chart uses a dual-axis line graph to show trends in production, herd size, and feed availability. The text explicitly accuses the company of 'yield fraud'.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
The slide uses a combination of financial analysis and investigative research to allege fraudulent reporting practices.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses a table to contrast projected vs. actual allocation of IPO proceeds to cast doubt on the company's transparency.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide uses forensic accounting to challenge the company's reported capital expenditure figures by comparing them against external environmental impact reports.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The methodology involves deducting specific segment CapEx (liquid milk, milk powder, motor vehicles) from total cash flow, then adjusting for construction in process and plantation buildings to arrive at a per-farm average.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
14
The slide justifies the conservative nature of the financial estimates by detailing specific accounting assumptions regarding PP&E, land leases, and CIP allocations.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
The slide uses a forensic accounting approach to reconcile cash flow data with reported farm investments, alleging fraud.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
16
The slide uses expert testimony and environmental impact reports to challenge the company's reported CapEx figures.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
17
The slide details discrepancies between reported construction costs and actual observed costs, highlighting that many farms are built but not fully equipped for milking.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit