slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 33,391-33,420
Pages 3,950
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33,391-33,420 of 118,471
08
This is a text-heavy research note slide focusing on debunking company claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In2 hits
09
The slide contrasts corporate R&D realities with investor expectations.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In2 hits
11
The slide functions as a short-seller research note, highlighting operational inconsistencies and potential management deception.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Villain Critique2 hits
17
The slide uses a combination of narrative critique and a visual breakdown of DNMR's TAM claims to argue that the company's projections are unrealistic.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
04
This is a research note page focusing on forensic accounting analysis of HASI's financial statements.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
05
This slide functions as a short-seller research note, highlighting governance concerns and financial discrepancies.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
06
The text serves as a forensic accounting critique of HASI's relationship with SunStrong Capital Holdings, LLC.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
10
The slide contains a large blacked-out area, likely a redacted image or chart.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Victory2 hits
10
Uses a visual 'X' overlay on company logos to signify inactivity.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
18
Uses yellow highlighting to emphasize key points in quotes.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
27
Uses a quote to undermine the credibility of the company's financial guidance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
28
The slide uses a stacked bar chart to visualize the 'hockey stick' growth projection, highlighting the reliance on future, non-existent products.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
37
Uses a highlight on the quote to emphasize the 'co-op' nature of the hardware team.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
40
The slide uses a 'fraud-exposure' narrative style, highlighting secrecy and a discrepancy between private funding and public market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
43
Uses testimonial evidence to undermine the company's valuation thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
47
This is a classic Muddy Waters short-seller slide, focusing on exposing corporate governance issues and lack of substance in company announcements.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
38
The slide uses a forensic research approach to expose fraudulent activity (bot farms) by analyzing IP patterns and gift-giving behavior.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
39
Includes forensic analysis of IP addresses in Heihe and specific user activity patterns indicating VPN usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
44
The slide uses two tables to reconcile total cash balances against specific onshore WFOE credit report data to infer offshore cash holdings.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
47
The slide uses a social media post as evidence to contrast the platform's 'Most Popular' award with the observed low-quality content.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
51
The slide uses screenshots of the Bigo Live app to demonstrate a 'swap' of profiles, implying potential manipulation or fraudulent activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
52
Includes a screenshot of Bigo's FAQ regarding Bigo ID changes as evidence of policy contradiction.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
53
The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
55
The slide uses legal documentation to contrast the incorporation date (Sept 2014) with David Li's personal investment date (Dec 2014).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
Includes a screenshot of a Bigo user profile and a critique of financial reporting discrepancies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
63
Includes screenshots of the Hello app interface and a SAIC corporate registration record for Baiguoyuan Networks.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
64
The slide uses a screenshot of a 2017 blog post to demonstrate that Hello users were instructed to link their YY accounts for payment, suggesting common management.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
66
Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits