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Matching slides 118,471
Current window 33,331-33,360
Pages 3,950
Rows per page 30
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33,331-33,360 of 118,471

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04
The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter2 hits
02
The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy2 hits
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy2 hits
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
09
This is a court filing document (Notice of Petition) from a US District Court case.Burford Capital (BUR) · Carson C. Block
Research note Short seller 2 hits
11
This is a standard legal filing document (Certificate of Service) for a court case.Burford Capital (BUR) · Carson C. Block
Research note Short seller 2 hits
12
Legal document (court order) used as a precedent or evidence of a settled dispute.Burford Capital (BUR) · Carson C. Block
Research note Short seller 2 hits
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In2 hits
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In2 hits
13
The slide uses a forensic accounting approach to re-calculate unit economics, contradicting management's growth narrative.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Valuation TableLoop · Cost Of Inaction2 hits
05
This appears to be the final page of a short-seller research report.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · The Reveal2 hits
05
Includes table of hospital costs, qualitative evidence of potential fraud/overpayment, and identification of Modular Concepts as a related party.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
08
The slide uses a LinkedIn screenshot as primary evidence to establish a connection between Modular Concepts and NMC Health.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
09
The slide presents evidence of a potential shell company or proxy ownership structure linked to BR Shetty.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
10
The slide uses a LinkedIn profile screenshot as evidence of project involvement.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
12
Includes investigative commentary on the company's small scale and low patient volume.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Monster2 hits
14
The slide uses a comparative interest income yield table to highlight a red flag in financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
19
This is a research note page focusing on forensic accounting and investigative findings regarding undisclosed debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
20
The text argues that NMC misclassified Aspen leases as operating rather than finance leases, leading to a $320M debt understatement, and further questions the validity of the $352.2M lease commitment disclosure.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
22
This is a research note page focusing on forensic accounting findings regarding supply chain financing.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
24
The slide contains a table of financial holdings and text referencing external reports and specific debt instruments.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
25
The slide details the structure of a supply chain finance transaction involving NMC Healthcare LLC and Channel Finance S.A.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
32
The table shows a net negative impact of over £1 billion from insider transactions, contrasting with the typical positive signaling of insider buying.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
33
The slide presents evidence of aggressive share selling/pledging alongside compensation metrics that favor short-term EBITDA targets over cash-based performance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
09
The slide uses visual evidence from corporate filings to highlight a discrepancy in drug pipeline reporting.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction2 hits
16
Uses a visual metaphor (dump truck vs. scooter vs. sports car) to represent different drug modalities, likely implying size or complexity differences.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
18
The slide uses a 'Figure K' table for internal modeling and a 'Figure L' table to critique external sell-side analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 2 hits
22
The slide argues that library size is not the primary driver of commercial success, contrasting PeptiDream with more focused competitors.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 2 hits