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 39,631-39,660
Pages 3,679
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Component
39,631-39,660 of 110,355
17
The slide uses a forensic accounting approach to challenge the validity of financial write-offs.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
The slide contains footnotes referencing ASC 330-10-35-7 and clarifying the definition of 'profitable' as EBIT margin.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
20
Includes footnotes 48-51 referencing SEC filings and SAIC data.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
22
The slide uses a forensic accounting approach to challenge management's narrative on profitability improvements post-acquisition.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses financial data to cast doubt on reported margins and supports this with qualitative interview evidence regarding channel stuffing.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
25
Includes extensive footnotes referencing SEC filings and accounting standards.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
26
The slide uses a 'villain critique' approach to undermine the credibility of the company's financial oversight.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
27
Contains extensive footnotes referencing external news sources and regulatory filings.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
28
The slide uses a strong metaphor comparing the auditor's failure rate to Michael Jordan's basketball success.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
29
The slide uses a critical tone to challenge the 'secret sauce' narrative of Nidec's M&A, citing lack of transparency and declining efficiency metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
31
Contains multiple source citations and a financial performance table for Sole Motors.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
32
The slide uses a historical corporate presentation as a primary source to expose misleading management commentary.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
33
The slide highlights potential reputational risks and conflicts of interest regarding Nidec's acquisition strategy.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
34
Contains qualitative feedback from former executives regarding Nidec's integration and due diligence processes, alongside a quantitative table of share swaps.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
36
The slide uses two specific examples of corporate marketing materials to illustrate the author's skepticism regarding Nidec's strategic focus.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
37
The slide uses a skeptical tone to contrast management's claims of a 'technological edge' with historical patterns of over-promising (e.g., haptic technology).Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
38
The slide uses a combination of a bar chart for market growth and an infographic for haptic applications to frame a narrative that is later contradicted by the text analysis of earnings calls.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
39
Includes a manga-style illustration used by Nidec to promote the CEO's management philosophy.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
40
The slide contains a Bloomberg stock chart for Sharp (2007-2013) and quotes regarding Nidec's demanding work culture.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
41
The slide uses a narrative structure to expose a shift in management philosophy and potential conflicts of interest.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
42
The slide uses a line chart to demonstrate historical EV/EBITDA multiples of HDD competitors to justify a lower valuation for Nidec's HDD segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
The slide uses a sensitivity table to derive an implied multiple for the non-HDD business segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
44
The table shows sensitivity analysis for Enterprise Value and Implied Share Price based on varying valuation multiples.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
Includes a sensitivity table for implied stock downside and specific peer group data for HDD and AACI sectors.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
47
The text highlights specific concerns regarding segment reporting, bundling of business units, and the use of 'All Others' to mask performance.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The slide uses a combination of historical text-based performance data and a visual chart from the company to expose a pattern of over-promising.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
The slide serves as an appendix of evidence for a broader argument regarding management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a 'before-after' or 'claim-vs-reality' structure to undermine management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
The slide serves as a record of failed projections across multiple business segments.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
53
The slide uses Nidec's own presentation materials to point out internal contradictions and forecasting failures.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit