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Matching slides 37,461
Current window 14,371-14,400
Pages 1,249
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14,371-14,400 of 37,461

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Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
37
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
38
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
39
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
40
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
41
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
42
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
43
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
10
The slide contains a large blacked-out area, likely a redacted image or chart.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Victory1 hit
21
Includes a quote from a former executive and details on potential financial liabilities ($948 million).Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
The slide argues that insurance is insufficient due to potential fraud exclusions and valuation gaps between claimed FMV and market/cost approaches.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
24
Includes a specific citation of a PPA agreement clause to support the argument of anti-consumer/anti-investor risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
27
This appears to be a continuation of a sentence from a previous page, likely part of a larger argument regarding the company's liquidity or business model risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Page 27 of 32Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide argues that the partnership flip structure is used to circumvent tax regulations by inflating fair market value (FMV) for IRS audit purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The text performs a critical analysis of the valuation gap between RUN's reported FMV and Kroll's rated bond issuance, suggesting overvaluation by the company.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
25
The slide uses a table to provide context for a forensic argument about asset inflation. Footnotes 46-48 provide specific source citations for the claims.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
26
The slide uses a forensic accounting approach to challenge the legitimacy of fair value gains reported by Vivion.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
27
Includes three distinct tables detailing portfolio assets and financial performance.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
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Includes two data tables detailing pre-rent NOI and rent inflation estimates for Ribbon and Hallmark portfolios.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
29
The slide highlights potential misappropriation and conflicts of interest in property transactions.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
30
The slide functions as a forensic investigation into a specific transaction chain, highlighting the use of nominees and rapid asset flipping.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
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Includes footnotes 63-66. The slide highlights a discrepancy between reported transaction values and subsequent fair value gains.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a Wayback Machine screenshot as primary evidence to link property ownership across entities.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit