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 3,091-3,120
Pages 10,128
Rows per page 30
Component
3,091-3,120 of 303,834
02
Includes a disclaimer section at the bottom.Nebius Group (NBIS) · Citron Research
Research note Short seller Beat · InterestLoop · Golden Circle3 hits
01
The slide serves as a retrospective performance review of specific short-selling research reports.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · Attention3 hits
02
The slide acts as a summary of investment thesis updates for three specific companies.Multiple (portfolio update) · Citron Research
Research note Short seller Beat · Interest3 hits
40
Uses Google Earth satellite imagery to demonstrate lack of progress on landholdings.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory3 hits
12
Uses Google Earth imagery as evidence of lack of development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction3 hits
38
This is a research note page focusing on forensic accounting red flags. It uses specific financial data points to build a case for fraud.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
14
The slide displays two sets of business licenses paired with photos of Fila retail storefronts, likely to verify the existence and operational status of the entity.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · SolutionLoop · The Reveal3 hits
45
Includes a qualitative critique of the Shengdu acquisition citing an expert network interview.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
24
This is a text-heavy research note page focusing on competitive critique and data skepticism.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 3 hits
06
Includes annotations translating key fields to English.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Loop · The Reveal3 hits
09
Includes footnotes referencing legal documents.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal3 hits
15
Includes two tables detailing debt refinancing by year and interest rates on total debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg3 hits
23
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 Struggle3 hits
09
Includes a table of Fitch and DBRS default assumptions and a discussion on fair value adjustments based on third-party transactions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
22
The slide uses a critical tone to challenge the accounting treatment of SoFi's loan platform business, specifically referencing 'wet-funded forward flow agreements'.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 3 hits
25
Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory3 hits
27
This is a research note page focusing on forensic accounting critique of SoFi's financial reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory3 hits
03
The slide uses a 'three pillars' framework to structure the short thesis. It includes direct quotes from a former employee to bolster credibility.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster3 hits
10
The slide functions as a critical analysis of clinical trial data and market potential for a drug candidate.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)3 hits
07
The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary3 hits
26
The slide combines historical data for Boston Scientific with a forward-looking DCF sensitivity analysis for St. Jude Medical.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction3 hits
28
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 Victory3 hits
38
Contains two distinct tables: one for carrying values as of Dec 31, 2019, and one for 2019 revenue/operating performance.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory3 hits
04
This is a research note page focusing on forensic accounting and asset valuation discrepancies.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Iceberg3 hits
10
Contains two distinct sections labeled as figures, detailing contractual instructions and data reliance.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction3 hits
11
Contains two tables detailing portfolio metrics including vacancy rates, market value, and net initial yields.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
12
The slide aggregates disparate data points from financial statements, presentations, and prospectuses to support an argument about overvaluation.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
18
Contains two figures: Figure 1 (Dorata Limited loan table) and Figure 2 (Vivion shareholder loan structure diagram).Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
04
The slide uses a series of quotes and observations to undermine the company's narrative.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction3 hits
10
The slide uses a skeptical tone to argue that Peloton's valuation is disconnected from reality and that management is preparing to exit.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test3 hits