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14,071-14,100 of 37,461
06
This appears to be a transcript of a phone call or meeting, likely used as evidence in a research note.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
16
The slide uses a short-seller research style to cast doubt on the company's financial integrity by highlighting auditor failures and implausible asset composition.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
17
The slide uses financial data to cast doubt on the company's reported revenue growth by showing a divergence between revenue and raw material inventory.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
18
The slide uses financial data to cast doubt on the legitimacy of the company's reported inventory/raw material figures.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
19
The slide uses a forensic accounting approach to highlight potential fraud by comparing inventory advances to raw material consumption.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
20
Includes footnotes 25 and 26. The narrative uses a 'comical' anecdote to discredit RINO's claims.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
21
This is a research note from Muddy Waters Research exposing potential fraud or misrepresentation by RINO.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
22
This is a page from a short-seller research report (Muddy Waters Research).RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
23
The slide presents a list of technical and economic failures attributed to RINO's technology based on expert testimony.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
24
This is a page from a Muddy Waters research report exposing corporate malfeasance.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
25
The slide uses a narrative structure to highlight discrepancies in accounting and legal filings.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
26
The timeline is used to expose a contradiction in the company's claims regarding loan repayment and property ownership.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
27
The table tracks specific iron and steel group customers and their equipment installations alongside their percentage of total sales over three periods.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
28
The text is oriented vertically on the left side of the image. The bottom right corner contains a red box label '工程实例' (Engineering Case).RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
29
The slide contains two distinct project entries: 'Sintering Flue Gas Desulfurization Project' and 'Annual Output of 10,000 Tons of Gypsum Project'.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
30
The slide is a raw data dump from a construction bidding website.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
47
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
48
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
49
Includes a quote from CEO Matt Proud to contrast with the poor performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
50
The slide uses a 'before-after' logic to contrast management's claims with actual data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
51
The slide highlights a specific governance concern regarding peer group selection bias.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
52
The chart highlights the poor performance of follow-on offerings compared to the initial IPO price.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
53
The slide uses testimonials to highlight management's failure to deliver on promises and the resulting loss of investor confidence.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
54
The slide uses a two-column list format to categorize feedback, with specific callouts for 'trust' and 'inconsistent' actions.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
55
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
56
Uses an org chart with red 'X' marks to visually represent departed executives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
57
The slide uses a combination of a timeline/list of personnel and qualitative testimonials to build a narrative of poor leadership.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
58
Uses testimonials to support the thesis of poor leadership and high turnover.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
59
Uses a before-after-framing style to juxtapose corporate data with employee testimonials.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
60
Uses a waterfall chart to show the gap to the $1B target and a bar chart to compare scale against peers.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit