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Matching slides 110,471
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Pages 3,683
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35,161-35,190 of 110,471
03
This slide functions as a list of investigative questions directed at management, likely from a short-seller report.CPI Property Group (CPIPGR) · Carson Block
Shareholder letter Short seller Beat · EvidenceLoop · Cost Of Inaction2 hits
07
The slide uses a table to calculate organic growth and lists quotes from management and sell-side analysts to demonstrate the discrepancy.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The Monster2 hits
08
The slide uses photographic evidence to support qualitative observations about facility maintenance and construction standards.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
02
This is a classic activist short report summary slide.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller 2 hits
71
The slide uses a mix of Chinese and English to list branch details and provides narrative evidence of personal connections between branch heads and Anta distributors.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
25
This is a text-heavy research note page detailing financial adjustments and solvency calculations.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
06
This is a research note page focusing on behavioral analysis of management responses to critical questions.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
07
Includes two charts: one showing global CRE debt maturities and another showing loss severity rates for office vs. non-office properties.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication2 hits
09
The slide uses the 'extending and pretending' idiom to describe loan modifications.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
18
The slide highlights two groups of borrowers (Group A and others) and their sensitivity to SOFR rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In2 hits
25
The slide uses a 'bad and worse' framing to highlight the lack of viable options for the company.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 2 hits
46
Includes screenshots of Cushman & Wakefield listings and WeWork marketing copy to expose discrepancies.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 2 hits
04
This is a page from a Muddy Waters Research report (short seller letter).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Demand ListLoop · Cost Of Inaction2 hits
04
The slide focuses on the lack of transparency in Casino's EBITDA reporting compared to Tesco and Carrefour, and raises concerns about stretched payables in H2 2015.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction2 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
14
The text discusses specific financial modeling assumptions (yield curves, tax deductibility, and liability provisioning) used to estimate losses.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness2 hits
18
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging financial fraud.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
02
The slide uses a classic short-seller report structure, combining company metadata with key allegations and historical context regarding Chinese frauds.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction2 hits
06
The document appears to be a short-seller research report or forensic accounting analysis.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
35
The slide presents a forensic argument regarding asset parking, citing specific financial figures ($12.5M tax liability, $50M gain, $9.4M deferred revenue) and operational inconsistencies.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
39
Includes a list of the Aufsichtsrat (Supervisory Board) members at the top.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
17
The slide uses a contrast-based approach to set up a later debunking of the claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
67
The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
71
The slide explains how internal IP addresses are exposed when a VPN connection fails, revealing the bot's origin.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
22
The slide uses a dual-axis line chart to demonstrate that despite potential excuses, the underlying metrics (subscriber value and system size) do not explain the discrepancy between non-GAAP and GAAP financials.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Addressing potential rebuttals2 hits