slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 3,061-3,090
Pages 10,128
Rows per page 30
Component
3,061-3,090 of 303,834
17
Muddy Waters research note format; contains footnotes referencing specific company filings.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 3 hits
03
Page 3 of a press release document.Dye & Durham Limited (DND) · Engine Capital
Press release Activist investor 3 hits
04
Page 4 of a shareholder letter; focuses on capital allocation and strategic direction.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Iceberg3 hits
27
The slide argues that AMT is booking loan repayments as rental revenue, creating tax and EBITDA reporting issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
44
The slide presents a forensic financial argument questioning the due diligence and valuation of an acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
50
The slide uses a structured argument format with three distinct headers followed by supporting evidence and citations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
114
The slide critiques specific accounting treatments of depreciation, stock-based compensation, and CapEx, suggesting they should be deducted from AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
14
The slide highlights a discrepancy between the reported 'Other Expenses' (which should be 25% for EIT) and the actual reported figures (less than 1%), implying the entity is falsely claiming tax-exempt status.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter3 hits
41
The slide uses a table to present financial terms followed by a narrative critique of corporate governance and management conflicts.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
57
Contains two distinct tables: one detailing individual insider trades and another summarizing annual goodwill impairments.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
64
Page 63 of a legal contract document.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
66
Page 65 of a legal agreement.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
01
Short position disclosure included at the top.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 3 hits
02
This is a short-seller research report page from Muddy Waters, LLC.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
06
The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster3 hits
09
The slide uses a 'villain' narrative style, framing Olam as an 'emperor with no clothes' and justifying a short position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster3 hits
22
The slide presents a critical investment thesis regarding Olam's operational sustainability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
44
The slide uses red boxes to highlight specific figures in the tables that are being compared for contradiction.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
53
This slide serves as a forensic accounting critique of Olam's acquisition practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
64
Includes a quote from Randal Rahal regarding SK Foods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
75
The slide uses a critical tone to highlight management's failure to execute on synergies and the questionable nature of their acquisitions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
78
The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
39
Includes a list of the Aufsichtsrat (Supervisory Board) members at the top.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
05
The slide presents a bearish investment thesis, calculating potential recovery values under different asset accessibility assumptions.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
01
This is a research note from Muddy Waters, LLC dated July 6, 2010, focusing on exposing inconsistencies in ONP's financial filings.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · The Reveal3 hits
08
Includes a comparative table of YTD Organic Growth vs. peers.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & Approach3 hits
32
Uses a side-by-side comparison of management quotes vs. market data to expose a contradiction.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change3 hits
05
This is page 5 of a shareholder letter, likely from an activist investor.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade3 hits