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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
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Pages 373
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5,041-5,070 of 11,188

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21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
22
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to challenge the company's reported financial metrics.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
23
The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
25
Includes a quote from Jay Brown (Crown Castle) regarding international market risk/reward.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
26
The slide uses a stacked bar chart to decompose the value of tower acquisitions into PP&E, Customer Relationship, Network Location, and Goodwill components to identify 'lending' behavior.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
27
The slide argues that AMT is booking loan repayments as rental revenue, creating tax and EBITDA reporting issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
28
The slide functions as a critical summary of the company's international strategy, framing it as value-destructive and misleading to investors.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
29
The slide highlights a discrepancy between analyst models (which lack FX forecasts) and actual market movements in currencies like the Indian Rupee and Brazilian Real.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The text critiques AMT's reliance on CPI-linked escalators as a substitute for currency hedging, specifically highlighting the mismatch in Brazil, South Africa, and India.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
31
The slide uses a craps table metaphor to characterize AMT's international investments as a gamble.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
32
Includes a table of international M&A performance metrics and qualitative commentary on the Indian telecom market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
33
The slide functions as a critical research note challenging management assertions and market consensus regarding the Indian telecom infrastructure market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
34
The slide discusses currency risk and competitive pressures as headwinds for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
35
The slide details structural headwinds including counterparty risk, infrastructure competition, zoning issues, non-linear revenue growth due to rent abatements, and regulatory/legal hurdles.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
36
Discusses diesel reduction mandates, $128m estimated capex, 13% CAGR decline in ARPU, and Reliance 4G rollout impact.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
37
Contains footnotes 66-71 referencing specific market data and news sources.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
40
Discusses the impact of market rent abatements and carrier infrastructure sharing on tower company revenue models.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
02
The slide uses a comparative analysis of corporate disclosures to frame NQ's behavior as indicative of fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
06
This slide appears to be a narrative summary of a corporate crisis response, likely from a research note or news digest.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction1 hit
07
This slide documents a specific corporate crisis event involving Muddy Waters and NetQin.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction1 hit
08
The slide presents a narrative of corporate fraud/misrepresentation by NQ, citing Money.163.com as the source.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction1 hit
09
The slide presents evidence of corporate fraud allegations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction1 hit
47
The slide highlights a specific reclassification of office equipment into biological assets in the 2009 AR.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
48
The slide highlights a suspicious accounting reclassification of assets and its impact on income statements.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
49
The text uses strong, emotive language ('degenerate gambler', 'delude others') to characterize management's financial strategy.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
50
The slide uses a 'villain critique' style to highlight discrepancies between public announcements and actual project outcomes.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
03
This page serves as a continuation of a research note, focusing on critical due diligence findings regarding Olam's acquisitions and capital projects.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit