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slides · global inventory

Paragraph

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 118,471
Current window 33,451-33,480
Pages 3,950
Rows per page 30
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33,451-33,480 of 118,471

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67
The table includes city-level transaction data and GTV estimates, with a final adjustment calculation at the bottom.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
68
Includes specific adjustments for Chengdu transactions and proxy city assignments for missing pricing data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
70
Includes specific footnotes referencing BEKE 20-F and F-1A filings.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
74
The slide uses a combination of corporate registration data and photographic evidence to prove a discrepancy.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
75
Evidence of potential fraudulent or inaccurate business registration data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
77
The slide uses photographic evidence and a comparison table to highlight that a Lianjia-registered location is physically occupied by a Deyou franchise.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 2 hits
03
The slide includes a strong introductory paragraph framing the report as an expose of fraudulent accounting and governance failures.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
04
The slide serves as a section index followed by an introductory argument regarding financial misstatements.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
06
The slide uses a waterfall chart and a line chart to visually demonstrate the inconsistency in reported financial figures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
12
The slide uses primary source document excerpts to contradict or clarify corporate narrative.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter2 hits
14
The slide contains a table of share counts and a narrative analysis of potential financial impropriety.dLocal (DLO) · Carson Block
Research note Short seller Loop · Pattern Hunter2 hits
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
25
Includes primary source interview transcript and secondary source citation from a 2021 investment bank report and Brazil Central Bank study.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
26
The slide uses a quote from a former executive to frame the FX revenue as suspicious or 'magic'.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
27
Includes footnotes regarding revenue reporting and Ebanx financial analysis.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
28
Includes specific citations to DLO 20-F, Source A, Source E, and Central Bank reports.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
35
Includes a highlighted excerpt from 2020 financial statements regarding capital management and a critique of 2021 capital shortfalls post-IPO.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
36
The slide uses a narrative structure to accuse the company of regulatory arbitrage. It includes specific footnotes referencing SEC filings and financial statements.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
43
The slide combines a visual timeline of market entry with a text-heavy critique of related party transactions.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
46
The slide uses a combination of financial analysis and personnel tracking to cast doubt on company stability.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
02
Includes quotes from a former HASI executive to support the critique.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Critique of HASI2 hits
04
The table provides comparative financial statements for Engie Brasil, Engie Peru, Gaztransport & Technigaz, and Engie Jupiter Group.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
06
The slide uses a combination of expert interview commentary and formal financial statement footnotes to argue that the investment structure creates a misalignment of incentives.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
09
Includes a chart on PV efficiency improvements to support the argument that existing systems will be obsolete by the time renewal contracts are due.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
13
The slide uses a process diagram to illustrate how ITC proceeds are incorrectly categorized in some industry practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
18
The slide argues that Sunrun's reported costs are inflated, leading to an overstated Fair Market Value (FMV) for tax purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction2 hits
21
Includes a quote from a former executive and details on potential financial liabilities ($948 million).Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits