Matching slides 118,471
Current window 33,421-33,450
Pages 3,950
Rows per page 30
Component: Paragraphclear collectionreset all

Component

33,421-33,450 of 118,471

filter-aware
04
The slide uses photographic evidence and site visit reports to challenge the integrity of BEKE's reported store count.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
06
The slide includes a diagram of the BEKE platform architecture and a detailed text description of the data collection and verification process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
10
Includes two tables detailing revenue recognition accounting and commission rate comparisons.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
11
The slide uses a combination of a revenue bridge table and a city-specific commission discount table to argue for systematic revenue inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
13
The slide highlights a discrepancy between public reporting (SAIC registries showing equity stakes) and the 'pilot program' described by the manager, which avoids equity reporting.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
14
Includes a table comparing claimed vs. collected store data and references to 'ghost' and 'clone' stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
16
Includes photographic evidence of a business license and physical location, alongside tables of transaction and agent activity data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
21
The slide uses a combination of qualitative field research (agent lists) and quantitative data (table of clone store percentages) to argue that BEKE's reported store count is misleading.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
22
The slide uses screenshots of two different store pages to demonstrate that they are managed by the same team, despite being listed separately.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
25
The slide uses a table to contrast official registration data with physical reality, followed by photographic evidence of a specific store address.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
28
The slide uses photographic evidence and registration tables to challenge the legitimacy of reported store counts.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
29
This is part of a short-seller report alleging fraudulent store count inflation by BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
35
The slide highlights a discrepancy between claimed figures and official government registration data for BEKE's Shanghai entities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
36
The slide uses a combination of narrative text and a table excerpt from a SEC filing to build a case for data manipulation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
39
The slide uses two tables to contrast employee counts at different dates and provides narrative commentary on the volatility of these figures.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
40
Includes a critique of reported agent numbers and a stacked bar chart showing the composition of full-time vs. dispatched workers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
42
The slide uses specific financial data and SAIC records to contradict company disclosures regarding the Zhonghuan acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
43
The slide presents corporate registry data to argue that Tianjin Yunju was a proxy entity for BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
46
The slide uses a quote-like structure to frame the critique of the acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
49
Includes technical details on data scraping methodology using app code and UI elements.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
50
The slide uses screenshots of browser developer tools to demonstrate how transaction data is extracted from the platform's API responses.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
58
The slide uses a forensic accounting approach to challenge the company's reported financial metrics.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
Includes screenshots of CRE data for Hangzhou and Nanjing as examples of the adjustment process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
63
The table provides city-level breakdowns of store counts, transaction volumes, and average transaction values, with specific footnotes explaining estimation methodologies for missing data points.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
66
The table maps cities to reference cities to derive adjusted transaction values based on house listing price differentials.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
14
The slide uses a quote from an investor relations representative to support the claim that HLBV income is non-cash and eventually reverses.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
15
The slide provides a detailed breakdown of income adjustments and methodology for calculating non-cash income inflation.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
16
Includes detailed footnotes explaining the derivation of the 166.7% gross-up factor and the 59.8% ITC-related portion.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
18
The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
19
Includes two tables calculating non-cash gains and one table showing historical securitization margins.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits