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33,031-33,060 of 118,471

filter-aware
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Uses a quote from The Wire to frame the contradiction between the CFO's public statements and the reality of the franchise model.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action2 hits
08
The slide contrasts a formal process flow with informal, potentially contradictory statements from an employee.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter2 hits
10
The slide uses direct quotes from Louis Hsieh to challenge the company's narrative regarding store growth and franchising.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter2 hits
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This page is part of a research note investigating potential financial irregularities at EDU, specifically focusing on franchise reporting and subsidiary revenue discrepancies.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud2 hits
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The slide serves as a disclosure of the hostile environment faced by the researchers, framing the company's actions as part of a broader pattern of fraud and suppression.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction2 hits
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The slide uses a diagram to illustrate the structural difference between a standard company and a VIE, and uses a quote from a BIDU prospectus to contrast with EDU's lack of control.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction2 hits
34
The slide contains a table of operating margins for EDU and competitors, followed by a qualitative assessment of the company's financial and legal risks.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth2 hits
36
The transcript highlights the potential franchisee's lack of direct experience in education and their background in real estate/project development.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth2 hits
53
This appears to be a page from a franchise or licensing agreement between 'Party A' and 'Party B'.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
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This is a primary source document translation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
68
This is a formal regulatory filing document.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
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The slide contains a formal audit conclusion statement, auditor details, and the audit date.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
03
The slide uses a table to highlight the discrepancy between FMCN's reported figures and external industry reports, specifically calling out a 1,758.2% market share claim.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Expose Contradiction2 hits
05
This is a page from a research note (likely a short-seller report) analyzing FMCN's financial disclosures.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Expose Contradiction2 hits
02
The slide uses a sarcastic tone to highlight management's deception, referencing specific past fraudulent behaviors.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 2 hits
03
The slide uses a narrative structure to raise red flags about a potential shell company transaction.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
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This is a standard Muddy Waters short-seller research note disclosure page.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Victory2 hits
05
The slide uses a table of data attributed to CTR to highlight inflated figures, followed by text debunking the claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
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The slide uses a comparison of two data sources to cast doubt on the accuracy of the CTR research report.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
08
The slide uses a 'before-after' or 'side-by-side' comparison to highlight a discrepancy in asset ownership claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
09
The slide highlights a discrepancy between CTR's research (128 buses) and the company's website (32 buses).Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
10
The slide uses a screenshot of a website and a data table to contrast two conflicting sources of information.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
11
The slide uses a table to present CTR's findings and a screenshot of the company website to contradict it.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction2 hits
20
The slide presents a conservative model of Olam's debt obligations and liquidity requirements, highlighting a high risk of financial distress.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
23
The slide uses a table to demonstrate that while EEGs are a small percentage of revenue, they represent a significant portion of net profit, challenging the company's public narrative.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
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This page is part of a larger investigative report (Muddy Waters Research) alleging financial manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
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This slide is part of a larger research note (Muddy Waters report on Olam). It uses forensic accounting analysis to identify discrepancies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
38
The slide highlights specific line-item mismatches, suggesting potential financial reporting irregularities.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
04
The slide uses a narrative of 'exposing' management's claims by contrasting them with external market data and government policy changes.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In2 hits
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This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits