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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 39,271-39,300
Pages 3,679
Rows per page 30
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39,271-39,300 of 110,355

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96
The slide appears to be a template or form page from a government or institutional document, indicated by the URL at the bottom.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion1 hit
05
This is a text-heavy research note page. It contains specific quantitative claims about Olam's financial performance and asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
06
The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
08
This is a page from a short-seller research report (Muddy Waters Research).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
09
The slide uses a 'villain' narrative style, framing Olam as an 'emperor with no clothes' and justifying a short position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
10
Includes a footnote reference to Olam IPO prospectus.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
12
The text argues that Olam's negative goodwill is not 'real' income and expresses skepticism regarding asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The text discusses specific acquisitions (SK Foods, tt Timber, NZFSU) and critiques the booking of negative goodwill and re-measurement gains.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
14
The slide serves as a forensic accounting critique of Olam's acquisition accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
15
Includes footnotes referencing DLH annual reports.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
16
Includes two tables: one detailing DKK million assets/liabilities and another detailing historical margin account assets/liabilities in S$ '000s.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
Includes a visual metaphor of a house of cards branded with Olam's logo.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
20
The slide presents a conservative model of Olam's debt obligations and liquidity requirements, highlighting a high risk of financial distress.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Includes a roller coaster illustration symbolizing the precarious nature of the company's debt situation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
22
The slide presents a critical investment thesis regarding Olam's operational sustainability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
23
The slide uses a table to demonstrate that while EEGs are a small percentage of revenue, they represent a significant portion of net profit, challenging the company's public narrative.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
24
This is a page from a research report (likely Muddy Waters or similar short-seller report) exposing Olam's contradictory statements regarding government subsidies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
25
The slide discusses the volatility and regulatory risks associated with government grants, specifically EEGs in Nigeria and grant income in Gabon.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
26
Uses the Enron 'black box' analogy to frame Olam's investment risk.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
27
This page is a text-heavy research note detailing why Olam is difficult to model, citing analyst estimate variance and opaque accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a table to compare analyst estimates against management guidance to expose poor modeling practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
29
The slide uses financial data to highlight lack of correlation and volatility, suggesting aggressive accounting or transfer pricing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
31
The text discusses the reclassification of Level 2 to Level 3 derivatives and its impact on the net asset position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
32
Critique of accounting practices regarding fair value model assumptions and their impact on reported earnings.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
33
The slide uses a skeptical tone to challenge management's explanations for accounting discrepancies, framing them as potential indicators of fraud or incompetence.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
36
This page is part of a larger investigative report (Muddy Waters Research) alleging financial manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
37
This slide is part of a larger research note (Muddy Waters report on Olam). It uses forensic accounting analysis to identify discrepancies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
42
The slide highlights a significant unexplained difference of S$1.0 billion in FY2011 COGS.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
46
The slide argues that Olam recognizes future income as current profit, drawing a parallel to Enron's accounting.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
47
The slide highlights a specific reclassification of office equipment into biological assets in the 2009 AR.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit