Matching slides 110,355
Current window 39,391-39,420
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all

Component

39,391-39,420 of 110,355

filter-aware
02
Short-seller research note page focusing on valuation multiples and governance concerns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a research note page focusing on credit risk, market rent comparisons, and management transparency.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
This is a text-heavy research note page focusing on accounting irregularities and management transparency issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
73
This is a text-heavy research note page with extensive footnotes referencing specific economic data points for India, Brazil, and Colombia.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
74
Includes a specific critique of analyst modeling transparency and management's lack of disclosure regarding international business.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
75
The slide uses a skeptical tone to challenge corporate transparency and management incentives.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
76
The text argues that the era of rapid revenue growth from network upgrades is ending for tower operators.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
81
This slide serves as a methodological disclosure for financial modeling assumptions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
82
Page 82 of 118American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
88
The slide contains only a page number indicator in the bottom right corner.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
93
The table provides a granular breakdown of operational and financial metrics for the domestic business unit over a 14-year period.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
94
The table provides a longitudinal view of operational KPIs and financial performance metrics.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
96
The slide contains only a page number indicator in the bottom right corner.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
101
Includes JV ownership percentage and specific assumptions for CPI and currency exchange rates.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
102
Includes tower counts, tenant metrics, revenue breakdown, CPI/FX assumptions, P&L summary, and capital expenditure projections.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
104
Page 104 of a larger research deck.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
105
Page 105 of a larger financial model or research report.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
112
The slide highlights a discrepancy between company reporting and industry standards, noting that NAREIT does not provide a single definition for AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
113
The slide critiques the company's accounting adjustments, specifically the add-back of depreciation, arguing that tower assets have a finite useful life and thus depreciation is a real economic cost.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
114
The slide critiques specific accounting treatments of depreciation, stock-based compensation, and CapEx, suggesting they should be deducted from AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
115
The text critiques the reliability of AFFO as a comparative metric for AMT due to non-standardized calculation methods and uncounted cash outflows.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses a forensic accounting approach to expose the discrepancy between reported revenue and actual business operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
07
The slide uses forensic accounting logic to expose inconsistencies between SAIC filings and NQ's public claims.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The text highlights the discrepancy between NQ's claims about YDT's revenue contribution and the physical evidence of non-existent office operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
10
The slide serves as evidence of fraudulent or non-existent corporate presence at claimed addresses.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
This is a research note from Muddy Waters, LLC, focusing on forensic accounting/short-selling research.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
This is a forensic research note exposing financial inconsistencies and alleged fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
06
This slide is part of a series of 'lies' identified by Muddy Waters regarding NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
Includes a transcript of a call between MW and Alipay customer service to verify the partnership claim.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
02
This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit