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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 5,221-5,250
Pages 373
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5,221-5,250 of 11,188

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08
Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
The slide discusses methodology for identifying bots based on 'Precise Joiners', 'Burst' patterns, and 'GSX IP' addresses.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
16
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
17
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
This is a research note page from a short-seller report (likely Muddy Waters or similar) exposing potential fraud.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
05
This appears to be a page from a vulnerability disclosure report or a short-seller report exposing a security flaw.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The StruggleLoop · The Reveal1 hit
06
The slide details specific adjustments to valuation inputs like panel degradation, default rates, and developer margins.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
07
The slide uses quotes from industry experts and former employees to undermine the credibility of the company's valuation models.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
Includes a chart on PV efficiency improvements to support the argument that existing systems will be obsolete by the time renewal contracts are due.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
Includes specific references to footnotes 19, 20, and 21. Contrasts RUN's accounting practices with Sunnova's.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide functions as a forensic accounting critique of a company's valuation methodology.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The slide uses a process diagram to illustrate how ITC proceeds are incorrectly categorized in some industry practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
14
Includes a quote from a former executive to support the thesis of aggressive accounting practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
Includes two tables comparing company-claimed values vs. analyst-adjusted values, with supporting text explaining the methodology for the adjustments.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
16
The slide uses a critical tone to challenge the company's valuation methodology, specifically citing IRS guidelines and comparing their findings to a Kroll report.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
17
The slide serves as a methodological disclosure for financial adjustments made to the company's reported figures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The slide argues that Sunrun's reported costs are inflated, leading to an overstated Fair Market Value (FMV) for tax purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
19
The chart compares Sunrun's creation cost against NREL residential PV installed cost benchmarks.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
04
This is a page of text from a research note, likely part of a short-seller report or investigative piece.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
05
This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
This page functions as a rebuttal to specific company claims, using footnotes to cite evidence.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
07
The slide contains multiple footnotes referencing external legal and investigative sources.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
08
This page serves as a supporting disclosure or context page for a research note.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
09
The table includes columns for portfolio, date acquired, contribution methodology, seller, number of properties, total purchase price, acquisition financing, equity value, SHL portion of EV, and common equity portion of EV.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit