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Matching slides 11,188
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Pages 373
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5,191-5,220 of 11,188
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The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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This is a text-heavy research note page focusing on financial discrepancies and governance concerns.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
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The slide uses a table to demonstrate the impact of including omitted costs on the company's reported return metrics.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
05
Includes footnotes referencing SEC guidance and specific case details regarding 'Napo'.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
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This slide functions as a forensic accounting critique, highlighting discrepancies between reported ROIC/IRR and actual outcomes, and questioning the motivations behind bailouts and subsequent capital raises.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
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This is a page from a short-seller research report (Muddy Waters) criticizing Burford Capital's accounting practices.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
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The slide uses a confrontational tone to challenge management's transparency and accounting practices regarding the Petersen claim.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)1 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
05
The slide defines 'Precise Joiners' as users joining at the exact same second on the same day of different weeks.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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Includes a footnote regarding the definition of 'same moment' and a summary table of linked users.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
03
This is a research note page from a short-seller report on NMC Health, focusing on potential financial irregularities and undisclosed related-party transactions.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 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
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The slide uses a Bloomberg terminal screenshot and Google search results to build a case of suspicious debt reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide uses a screenshot of a 404 error page to demonstrate the removal of a portfolio company.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide includes a Wayback Machine header indicating the source of the screenshot.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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Includes a screenshot of a web archive page and investigative commentary on financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide evaluates seven specific corporate partnerships (Santen, Shionogi, Bayer, Sanofi, GSK, Novartis, Mitsubishi Tanabe) and concludes that many are likely inactive.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The slide uses visual evidence from corporate filings to highlight a discrepancy in drug pipeline reporting.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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This slide functions as a critical investigative narrative, highlighting potential misalignments between company claims and partner actions.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit