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slides · global inventory

Development

Beat collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 11,188
Current window 5,011-5,040
Pages 373
Rows per page 30
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5,011-5,040 of 11,188

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17
The slide uses financial data tables to challenge the company's stated accounting practices regarding margin accounts.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
Includes a visual metaphor of a house of cards branded with Olam's logo.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
19
The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
20
The slide presents a conservative model of Olam's debt obligations and liquidity requirements, highlighting a high risk of financial distress.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Includes a roller coaster illustration symbolizing the precarious nature of the company's debt situation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
22
The slide presents a critical investment thesis regarding Olam's operational sustainability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
23
The slide uses a table to demonstrate that while EEGs are a small percentage of revenue, they represent a significant portion of net profit, challenging the company's public narrative.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
24
This is a page from a research report (likely Muddy Waters or similar short-seller report) exposing Olam's contradictory statements regarding government subsidies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
25
The slide discusses the volatility and regulatory risks associated with government grants, specifically EEGs in Nigeria and grant income in Gabon.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
26
Uses the Enron 'black box' analogy to frame Olam's investment risk.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
27
This page is a text-heavy research note detailing why Olam is difficult to model, citing analyst estimate variance and opaque accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a table to compare analyst estimates against management guidance to expose poor modeling practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
29
The slide uses financial data to highlight lack of correlation and volatility, suggesting aggressive accounting or transfer pricing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
30
Discusses accounting standards (IFRS/GAAP fair value hierarchy) and specifically flags Level 3 derivatives as susceptible to management manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
31
The text discusses the reclassification of Level 2 to Level 3 derivatives and its impact on the net asset position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
32
Critique of accounting practices regarding fair value model assumptions and their impact on reported earnings.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
33
The slide uses a skeptical tone to challenge management's explanations for accounting discrepancies, framing them as potential indicators of fraud or incompetence.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
34
This is a page from an activist short-seller report (Muddy Waters on Olam) detailing accounting inconsistencies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
35
This page appears to be part of a larger investigative research report (Muddy Waters style).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
36
This page is part of a larger investigative report (Muddy Waters Research) alleging financial manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
37
This slide is part of a larger research note (Muddy Waters report on Olam). It uses forensic accounting analysis to identify discrepancies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
38
The slide highlights specific line-item mismatches, suggesting potential financial reporting irregularities.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
39
This appears to be a page from a forensic accounting or short-seller research report highlighting inconsistencies in financial reporting.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
40
The slide highlights specific line items where financial adjustments should have impacted net income or balance sheet items but did not, suggesting potential accounting irregularities.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
41
The slide highlights specific line-item mismatches between cash flow statements and balance sheets, suggesting potential financial reporting errors or manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
42
The slide highlights a significant unexplained difference of S$1.0 billion in FY2011 COGS.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
43
This appears to be a continuation of a sentence from a previous page, likely part of a financial disclosure or methodology section.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
44
The slide uses red boxes to highlight specific figures in the tables that are being compared for contradiction.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
45
The slide uses a forensic accounting approach to identify inconsistencies in financial reporting.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
46
The slide argues that Olam recognizes future income as current profit, drawing a parallel to Enron's accounting.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit