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slides · global inventory

Source Note

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

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Matching slides 110,355
Current window 39,151-39,180
Pages 3,679
Rows per page 30
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39,151-39,180 of 110,355

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09
This is a page from a Muddy Waters research report alleging fraud. It uses investigative journalism techniques to expose operational and financial inconsistencies.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
10
The slide uses a narrative structure to expose fraudulent activities, specifically focusing on the 'Property Swap that Wasn't'.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
11
The slide is a continuation of a research note, focusing on forensic accounting discrepancies.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
This is a page from a Muddy Waters research report, specifically focusing on forensic accounting discrepancies.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The argument relies on the contradiction between the company's claimed production cycle (30+ days) and the operational requirements of a full inventory count during a peak season.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
This is a page from a Muddy Waters research report exposing potential fraud by comparing two related entities.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
17
The slide uses a map to highlight the discrepancy between reported distributor counts and actual findings in the Shanghai region.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Anchor1 hit
18
This is a research note from Muddy Waters Research regarding DGW (Duoyuan Global Water).Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
19
This is a research note from Muddy Waters Research regarding DGW Langfang.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
02
The slide uses the Olympus scandal as a comparative framework for FMCN's alleged malfeasance.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call1 hit
04
The slide contains footnotes referencing specific data sources for the claims made.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call1 hit
05
This is a page from a research report (likely a short-seller report) alleging financial fraud.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
Slide 1
This is a classic activist short-seller 'expose' letter, using logical questioning to highlight potential financial irregularities.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller 1 hit
02
The slide uses a series of numbered points (II, III, IV) to build a case against the subject company's transparency and financial reporting.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
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This is a page from a short-seller report or activist investor letter questioning accounting practices.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
05
This is a page from an activist investor letter (likely short-seller report) questioning management's capital allocation strategy.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Villain Critique1 hit
03
This is a text-heavy research note page from a short-seller report (Muddy Waters).Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
Includes a table of debt instruments and narrative on fraud allegations regarding capital raising.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
The slide presents a bearish investment thesis, calculating potential recovery values under different asset accessibility assumptions.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
06
The text serves as a forensic analysis of corporate filings versus actual operational reality.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
07
This page functions as a forensic narrative, using footnotes to substantiate claims of operational failure and financial mismanagement.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The text serves as a forensic accounting narrative, citing specific annual reports and audit documents to challenge the company's narrative of asset growth and debt collection.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
15
Includes a business card for Lei Guangyu as context for the investigation.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide uses a sarcastic title to frame the impossibility of the company's claims.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
17
The text uses a 'reductio ad absurdum' argument to expose the fraud.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide serves as a forensic audit note, highlighting a potential $800 million overstatement in reported purchase values.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
31
The slide uses footnotes to cite specific reports and conference calls to substantiate claims of fraud and misrepresentation.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
32
The slide uses footnotes to cite specific pages of the Poyry report to undermine the credibility of the valuation.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
33
The slide discusses valuation methodology and risk adjustments, specifically questioning the impact of systemic fraud on discount rates.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
This is a text-heavy research note page focusing on corporate governance and potential fraud/undisclosed conflicts of interest.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit