slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 39,241-39,270
Pages 3,679
Rows per page 30
Component
39,241-39,270 of 110,355
02
Uses a quote from The Wire to frame the contradiction between the CFO's public statements and the reality of the franchise model.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
04
This is a page from a short-seller research report (Muddy Waters style).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
05
This is a page from a Muddy Waters research report on New Oriental Education (EDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
10
The slide uses direct quotes from Louis Hsieh to challenge the company's narrative regarding store growth and franchising.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
11
This is a research note from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
12
The slide discusses the structural and regulatory challenges of NRRR schools, including ownership rights, MOE/CAB oversight, and the tax status of EDU's Beijing operations.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
14
The slide highlights a discrepancy between the reported 'Other Expenses' (which should be 25% for EIT) and the actual reported figures (less than 1%), implying the entity is falsely claiming tax-exempt status.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
15
The slide presents a forensic accounting argument regarding potential misrepresentation of franchise consolidation and tax exemptions in SEC filings.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
16
This page is part of a research note investigating potential financial irregularities at EDU, specifically focusing on franchise reporting and subsidiary revenue discrepancies.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
17
The slide uses a dual-axis line chart to contrast EDU's rising revenue against the declining revenue of its subsidiaries (Hewstone & Decision).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
19
Includes a table of historical operating metrics and a Google Trends line chart showing declining traffic.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
20
The slide uses specific case studies (CCME, DGWIY) to illustrate the ease of defrauding auditors in the Chinese market.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Cost Of Inaction1 hit
21
The slide uses specific examples of obstruction and financial reporting to build a case for fraud, referencing Muddy Waters' research.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
23
The slide uses a highly unconventional, provocative tone, blending financial analysis with pop culture references to allege potential obfuscation of share ownership.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
24
The slide uses a narrative structure to link geopolitical pressure with questionable financial decisions by the company.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate that dividends are funded by capital raises rather than operational cash flow, supporting a fraud-preemption thesis.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
26
The slide serves as a disclosure of the hostile environment faced by the researchers, framing the company's actions as part of a broader pattern of fraud and suppression.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
27
The slide uses a narrative-heavy format to expose corporate governance risks and fraud in Chinese companies, specifically targeting EDU's VIE structure.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
28
The slide uses a diagram to illustrate the structural difference between a standard company and a VIE, and uses a quote from a BIDU prospectus to contrast with EDU's lack of control.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
29
The slide uses a comparative analysis to expose the risks in EDU's corporate structure relative to the industry standard (BIDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
31
The slide uses a skeptical tone to challenge the market perception of EDU's pricing power and competitive advantage.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
32
The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
33
Includes specific allegations against AMBO and CAST management; table compares gross margins across five companies from 2007-2011.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
44
The text contains specific contractual clauses (1.2.2.2 to 1.2.3) regarding brand usage, territory authorization, and penalties for non-compliance.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
53
This appears to be a page from a franchise or licensing agreement between 'Party A' and 'Party B'.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
56
This appears to be a page from a legal contract or agreement.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
61
Bilingual regulatory translation documentNew Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
67
Official government document cover page.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
76
This appears to be a page from a formal government or institutional application form (likely for a school or organization).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
08
This slide functions as a rebuttal to management's public statements, using a 'he-said-she-said' framing to highlight potential governance risks.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Preempt Rebuttal1 hit