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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 39,541-39,570
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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39,541-39,570 of 110,355

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02
The slide uses a 'preempt_rebuttal' and 'expose_contradiction' strategy by comparing Casino's response to a previous short case (Noble Group).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
03
The slide uses a table to highlight the divergence between declining market share and declining 'real' EBITDA, questioning the sustainability of the business.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide includes a specific accounting query (item 4) regarding the classification of property sales proceeds in cash flow statements.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
08
This is a page from a short-seller report (Muddy Waters Research).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
09
This is a page from a shareholder letter, likely an activist investor report, focusing on governance and accounting transparency.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
03
Includes a table of 'RESULTAT EXCEPTIONNEL' comparing 2014 and 2013 financial data.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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 Inaction1 hit
05
The slide uses investigative research and external reports to challenge the company's financial health and operational integrity.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
Includes references to Haaretz reporting and a credibility analysis conducted by a former CIA polygrapher.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
The slide argues that accounting consolidation practices lead to an 'egregious misrepresentation' of financial health, misleading credit analysts.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Elimination1 hit
09
The slide functions as a forensic research note exposing management's inconsistent financial guidance and the failure of asset sales to reduce net debt.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Agitate1 hit
10
The slide uses a narrative structure to expose the conflict of interest between Rallye's debt service and Casino's long-term health.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
11
The slide uses a short-seller perspective to critique management's financial reporting practices.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
12
Includes a table detailing the reconciliation of real estate gains and a footnote regarding an earnings call inquiry.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
13
The slide uses direct quotes from company statements and earnings calls to highlight a discrepancy between stated accounting policy and actual financial reporting practices.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses financial statement data to argue that Casino's EBITDA is inflated by including gains on asset disposals that are otherwise categorized as 'Other operating income'.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
15
Includes specific critique of EBITDA adjustments related to real estate sales and joint ventures, and a comparison of debt calculation methodologies.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
16
Includes detailed table comparing S&P and MWC financial adjustments for 2014 and LTM, followed by qualitative justification for MWC's adjustments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
19
The slide uses a complex network diagram to show equity stakes and financial data across multiple entities; includes specific notes on TRS (Total Return Swap) instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
03
The slide uses a maturity model to frame media evolution, then pivots to a skeptical financial analysis of Ströer's business model.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
07
The slide uses a forensic accounting approach to highlight a discrepancy between the company's stated 11.4% organic growth and the implied inorganic growth figures.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
The slide uses a short table to calculate implied growth and follows with a detailed critique of management's accounting practices.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The slide is used to support an argument about aggressive organic growth accounting practices.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
10
The slide functions as a critical analysis of corporate reporting practices, specifically focusing on the misuse of the term 'organic growth' in the context of M&A.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
03
The slide is a continuation of a research note, likely from an activist short-seller report, focusing on accounting discrepancies and governance concerns.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
04
Includes a screenshot of a website as evidence of a past investment.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
05
This is a research note page focusing on forensic accounting analysis and contradiction exposure.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
This is a page from a research note (likely a short-seller report) detailing specific grievances against company management.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The text highlights specific instances of perceived dishonesty by management and raises questions about share transactions.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
This is a text-heavy research note page focusing on forensic accounting and reconciliation of organic growth metrics.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Analogy1 hit