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5,131-5,160 of 11,188
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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
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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
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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
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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
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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
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The text uses investigative research to highlight a discrepancy between public filings and actual construction costs.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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Includes manuscript annotations translating Chinese project details into English.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide argues that reported costs are inflated compared to industry expert and internal bidding estimates.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide serves as visual evidence for a research note, likely highlighting operational or maintenance failures at specific farm sites.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide uses expert interviews to undermine the company's credibility regarding farm quality.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide uses photographic evidence to diagnose environmental stressors in livestock housing.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide uses photographic evidence to support qualitative observations about facility maintenance and construction standards.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide uses visual evidence to support claims of poor farm management and infrastructure quality.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The slide uses visual evidence to highlight a physical problem at a site, likely to contradict company claims about operational stability.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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Used to visually document site conditions for an activist short report.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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Uses a sarcastic image of puppies and a rainbow to mock the company's denial of the issue.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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The slide uses a primary document (shareholder resolution) to contradict the company's public claims regarding the disposal of Shanghai Fengxian.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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Uses a YouTube screenshot and a news article snippet to build a case against a political figure.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide uses a mix of narrative critique and accounting analysis to suggest corruption and financial misstatement.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide highlights a discrepancy between corporate filings and local registry/financial data.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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Includes a table of revenue by year and qualitative claims of contract fraud.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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This is a research note page focusing on forensic accounting and investigative analysis of corporate disclosures.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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This is a page from a research report (short-seller style). It uses investigative narrative to expose potential malfeasance.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The text explicitly challenges the interpretation of ASH 2016 data presented by Liedtke et al.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
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This slide functions as a rebuttal to a specific clinical interpretation of organ response timing.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
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The slide uses a 'before/after' or 'rebuttal' structure by showing an original claim followed by a 'close look' at the data that contradicts the initial interpretation.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
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Includes calculation methodology for 6-12 month response rates.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
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The slide uses red trend lines to highlight the unexpected underperformance of the CR category in cardiac response.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
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The slide uses a baseball analogy (Mark Whiten) to illustrate the flaw in 'Best Response' metrics.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
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The slide argues that the exclusion of renal dysfunction patients and the lack of dose-response correlation undermine the reported efficacy of NEOD001.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)1 hit