Matching slides 11,188
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4,981-5,010 of 11,188

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21
The slide uses specific examples of obstruction and financial reporting to build a case for fraud, referencing Muddy Waters' research.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
22
The slide uses a narrative about a BOC scheme to frame the argument that EDU's decreasing audit fees despite company growth are suspicious.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
23
The slide uses a highly unconventional, provocative tone, blending financial analysis with pop culture references to allege potential obfuscation of share ownership.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
24
The slide uses a narrative structure to link geopolitical pressure with questionable financial decisions by the company.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate that dividends are funded by capital raises rather than operational cash flow, supporting a fraud-preemption thesis.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
26
The slide serves as a disclosure of the hostile environment faced by the researchers, framing the company's actions as part of a broader pattern of fraud and suppression.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
27
The slide uses a narrative-heavy format to expose corporate governance risks and fraud in Chinese companies, specifically targeting EDU's VIE structure.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
28
The slide uses a diagram to illustrate the structural difference between a standard company and a VIE, and uses a quote from a BIDU prospectus to contrast with EDU's lack of control.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
29
The slide uses a comparative analysis to expose the risks in EDU's corporate structure relative to the industry standard (BIDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
30
The slide compares BIDU's structure with EDU's, highlighting that EDU's pledges are cosmetic and lack legal teeth.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
31
The slide uses a skeptical tone to challenge the market perception of EDU's pricing power and competitive advantage.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
32
The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
33
Includes specific allegations against AMBO and CAST management; table compares gross margins across five companies from 2007-2011.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
34
The slide contains a table of operating margins for EDU and competitors, followed by a qualitative assessment of the company's financial and legal risks.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
35
New Oriental Education & Technology Group (EDU)New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
36
The transcript highlights the potential franchisee's lack of direct experience in education and their background in real estate/project development.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
37
The slide contains a raw transcript of a business inquiry call.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
38
The text is a Q&A style transcript detailing operational and financial aspects of a franchise agreement.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
39
This is a raw transcript page from a research note or case study document.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
40
This appears to be a transcript of a phone call or interaction, likely part of a customer journey or sales process documentation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
07
The slide uses a comparison of two data sources to cast doubt on the accuracy of the CTR research report.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
08
The slide uses a 'before-after' or 'side-by-side' comparison to highlight a discrepancy in asset ownership claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
09
The slide highlights a discrepancy between CTR's research (128 buses) and the company's website (32 buses).Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
10
The slide uses a screenshot of a website and a data table to contrast two conflicting sources of information.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
11
The slide uses a table to demonstrate how NCAG inflates earnings and masks underlying performance, drawing a parallel to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The text argues that Olam's negative goodwill is not 'real' income and expresses skepticism regarding asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The text discusses specific acquisitions (SK Foods, tt Timber, NZFSU) and critiques the booking of negative goodwill and re-measurement gains.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
14
The slide serves as a forensic accounting critique of Olam's acquisition accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
15
Includes footnotes referencing DLH annual reports.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
16
Includes two tables: one detailing DKK million assets/liabilities and another detailing historical margin account assets/liabilities in S$ '000s.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit