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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 39,811-39,840
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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39,811-39,840 of 110,355

filter-aware
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This is a short-seller research note page. It uses a quote to frame the narrative of management deception.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
04
This is a text-heavy research note page critiquing management's TAM methodology and financial reporting.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
05
The slide uses a 'fraud-exposure' or 'preempt_rebuttal' logic to discredit management's TAM claims by recalculating the patient population using Medicare data.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
46
The slide uses forensic accounting analysis to challenge the veracity of corporate financial disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a series of logical arguments to challenge the validity of a corporate transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses investigative research to challenge the legitimacy of a related party transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
The slide includes a footnote explaining the historical context of the website and the company's former ticker symbol (XRS).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
The slide uses a screenshot of a job posting as primary evidence to expose a contradiction regarding corporate independence.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
Includes footnotes 126, 127, 128 explaining the corporate naming history and the source of the job posting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
Includes a company profile for Guangzhou Shujia Educational Technology Co and specific evidence regarding email addresses and domain registrations linking Shujia to TAL.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The slide presents evidence of corporate structure and personnel links between TAL and Shujia, specifically highlighting the role of Xiansuo Lin as a potential proxy.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
This is a text-heavy research note page providing forensic accounting analysis.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses comparative financial ratios to argue that Shujia's reported deferred revenue is inconsistent with industry norms, implying potential misrepresentation of business consolidation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
The slide uses a logical deduction framework to highlight a discrepancy in financial reporting between November and December 2016.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
This slide is part of a research note alleging financial manipulation by TAL Education Group.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
This is a text-heavy research note page focusing on forensic accounting/fraud allegations.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The table includes a red arrow pointing to the 2016 total assets figure to emphasize the reconciliation result.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
Data presented in millions of RMB; source cited as SAIC financials and credit reports.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
02
This is a research note/investor letter. It uses aggressive, confrontational language to frame the company's management as fraudulent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
Includes three tables: BJ Lebai financials, monthly student enrollment projections, and a summary calculation of deferred revenue.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
05
The slide calculates the deferred revenue impact of a 4% monthly growth cohort model and applies a 30% discount based on ASC 805 fair value accounting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
07
Includes detailed footnotes regarding revenue sources and tuition assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
08
Includes a footnote regarding sensitivity to tuition rate assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
02
This is a research note page focusing on fraud exposure and management credibility.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
03
The slide details a system of linear equations used to back-calculate segment-level metrics from aggregate company disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
04
The slide uses a 'reconciliation' approach to test management's claims against a system of equations derived from historical disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Aha Moment1 hit
08
The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
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The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Iceberg1 hit
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The slide presents two distinct calculation scenarios (Method 3) and compares them against reported data to expose discrepancies in ASP growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit