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Burford Capital (BUR)Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This is page 4 of 9 of a research note. It focuses on behavioral analysis of management responses.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This appears to be a page from a short-seller research report targeting Burford Capital (BUR).Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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This is a research note page focusing on behavioral analysis of management responses to critical questions.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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This is a continuation page (Page 7 of 9) of a research note focusing on management credibility.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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This slide continues a list (starting at 'c') and focuses on identifying deceptive communication patterns in management responses.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Page 9 of 9Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a comparative analysis of construction costs per square meter to highlight potential overstatement of assets.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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Includes table of hospital costs, qualitative evidence of potential fraud/overpayment, and identification of Modular Concepts as a related party.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The table provides specific project examples to illustrate the construction market landscape in the GCC.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide serves as a portfolio or credential piece for a construction or engineering firm.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a LinkedIn screenshot as primary evidence to establish a connection between Modular Concepts and NMC Health.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide presents evidence of a potential shell company or proxy ownership structure linked to BR Shetty.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide uses a LinkedIn profile screenshot as evidence of project involvement.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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The slide includes a CV snippet of Nancy E. Evangelista at the top, which appears to be a source or context for the investigation into the KBBO Group/NMC Healthcare network.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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Includes investigative commentary on the company's small scale and low patient volume.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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The slide contains redacted text blocks. The bottom text mentions an employee at the Abu Dhabi Health Department calling the purchase price 'unbelievable'.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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The slide uses a comparative interest income yield table to highlight a red flag in financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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Includes two tables detailing debt refinancing by year and interest rates on total debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide uses a comparative table to highlight a performance anomaly and then provides qualitative evidence from interviews to support a thesis of financial misrepresentation.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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Includes a sensitivity table modeling EBITDA margin impact based on varying rejection rates.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging financial fraud.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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This is a research note page focusing on forensic accounting and investigative findings regarding undisclosed debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The text argues that NMC misclassified Aspen leases as operating rather than finance leases, leading to a $320M debt understatement, and further questions the validity of the $352.2M lease commitment disclosure.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide contains a financial reconciliation table followed by investigative commentary on accounting practices.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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This is a research note page focusing on forensic accounting findings regarding supply chain financing.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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Part of an audited annual report; lists specific corporate debt instruments (Newell Brands, Nissan North America, NMC Healthcare).NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide contains a table of financial holdings and text referencing external reports and specific debt instruments.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide details the structure of a supply chain finance transaction involving NMC Healthcare LLC and Channel Finance S.A.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide presents evidence of potential accounting manipulation by NMC, specifically regarding off-balance sheet financing and misleading public statements.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit