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Matching slides 118,471
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33,091-33,120 of 118,471
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This is a research note page focusing on credit risk, market rent comparisons, and management transparency.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction2 hits
01
American Tower (AMT)American Tower (AMT) · Carson C. Block
Research note Short seller 2 hits
31
The slide uses a craps table metaphor to characterize AMT's international investments as a gamble.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
46
Includes specific valuation metrics and impairment calculation for AMT's German tower assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
51
The slide explains the shift from 'coverage' phase to 'capacity' phase in wireless infrastructure, arguing that this evolution reduces the need for multiple equipment generations on towers, thereby impacting amendment revenue.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
52
The slide uses a combination of technical arguments and a bar chart comparing mobile vs. Wi-Fi data consumption to support the thesis that Wi-Fi is a superior, disruptive technology.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
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The slide argues that technological shifts (small cells/Wi-Fi) and regulatory pressure are enabling carriers to bypass traditional tower companies.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
57
Includes a chart showing the divergence of traffic and revenue over time, and a table of declining wireless margins for major US carriers.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
63
Includes footnotes 114, 115, and 116.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
65
The slide provides specific examples of asset reallocations in Brazil, Peru, Colombia, and Ghana to support the thesis of inadequate due diligence.American Tower (AMT) · Carson C. Block
Research note Short seller 2 hits
08
The slide provides raw financial data to support a claim that YDT is a 'ghost company' and that NQ's reported accounts receivable from YDT are inconsistent with YDT's reported payables.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
12
The slide presents evidence of a fake address and billing discrepancies to support a short-seller thesis.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
19
This is a forensic research note exposing potential fraud or misrepresentation by NQ.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
20
The slide uses a 'Wheel of Fortune' metaphor to mock the company's customer service responses.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
24
The table highlights low sales volume for NQ products, supporting the thesis of an anemic market presence.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
26
The text explicitly justifies the selection of Zhejiang province as a 'pro-NQ' bias to ensure the survey results are conservative.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
27
The slide presents two sets of pie charts: one for general adoption (Yes/No/Don't Know) and one for brand market share (Qihoo 360, QQ/Tencent, etc.) segmented by city tier.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
28
The slide contains two rows of pie charts, each row showing an 'Overall' view followed by 'Tier 1', 'Tier 3', and 'Tier 4' breakdowns.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
30
The table highlights NetQin (NQ) in red text, and the text notes its negative user sentiment and ownership by BIDU.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
31
The slide highlights NQ security's low market share (1%) and includes a quote from NQ attempting to explain away discrepancies in market data.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
35
Screenshots of Wireshark packet captures showing plain text XML and HTTP traffic.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
36
The slide shows a Wireshark packet capture of unencrypted/encoded traffic followed by a sequence of screenshots showing a malicious app update prompt.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
37
Includes a satirical illustration of a clown carrying a 'USER DATA' briefcase, mocking the company's security claims.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
44
The slide uses evidence from the application's code and UI to demonstrate deceptive practices.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
56
The slide uses direct quotes from company executives to highlight inconsistencies in their business strategy and claims.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
72
The slide documents network traffic analysis, specifically identifying a server in Beijing associated with TalkingData.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data2 hits
79
This appears to be a technical research note detailing a malware delivery or software deployment mechanism.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data2 hits
09
Includes a transcript snippet and a detailed rebuttal of Gavin Kim's explanation of the Virus Broadcast feature.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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This is a research note page from a short-seller report, specifically targeting NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
02
This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction2 hits