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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 39,991-40,020
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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Component

39,991-40,020 of 110,355

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The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
04
The slide uses a reconciliation table to adjust reported cash receipts and highlight an overstatement, followed by a narrative critique of the company's cash flow reporting.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a research note page from a short-seller report (Muddy Waters Research).Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a table to highlight specific asset categories and narrative text to critique the company's reporting practices.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
09
The slide uses a combination of a data table to show accounting manipulation and narrative text to critique the valuation of a specific asset (Petersen).Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
10
This page functions as a rebuttal to Burford's narrative, specifically challenging their legal interpretation of YPF bylaws, their operational competence, and the legitimacy of their asset sales.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
07
The slide uses expert testimony to argue that the company's growth strategy relies on low-loyalty customers, creating a churn-heavy business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
08
The slide includes a screenshot of an EHTH TV advertisement and references footnotes 12 and 13.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
11
The slide uses direct quotes from earnings calls to highlight management's alleged dishonesty regarding operational costs.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
12
Contains detailed footnotes referencing former executive interviews and methodology for calculating revenue-sharing obligations.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Appendix with Data1 hit
15
The slide uses insider selling data to undermine the credibility of the company's leadership and business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
02
This is a research note from Muddy Waters Capital regarding NMC Health, focusing on financial irregularities and potential fraud.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)1 hit
03
This is a research note page from a short-seller report on NMC Health, focusing on potential financial irregularities and undisclosed related-party transactions.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
04
The slide uses investigative research to highlight potential conflicts of interest and undisclosed debt structures.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
05
This appears to be the final page of a short-seller research report.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
09
The slide uses visual evidence from corporate filings to highlight a discrepancy in drug pipeline reporting.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This slide functions as a critical investigative narrative, highlighting potential misalignments between company claims and partner actions.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide uses a 'before and after' comparison to highlight a reduction in disclosure transparency.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
13
The slide uses a red box and callout to highlight missed clinical trial milestones.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
15
The text uses a sarcastic analogy (Jaguar missing wheels) to critique the company's own marketing materials.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
19
The slide uses a narrative structure to dismantle the credibility of 'Analyst A' by comparing their projections against company guidance and industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
22
The slide argues that library size is not the primary driver of commercial success, contrasting PeptiDream with more focused competitors.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit