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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 40,021-40,050
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

40,021-40,050 of 110,355

filter-aware
03
The slide uses a waterfall chart to visualize the gap between revenue booking and cash realization over a 24-year period.eHealth Inc. (EHTH) · Carson Block
Research note Short seller 1 hit
04
The slide compares modeled churn rates against company-stated churn rates to highlight aggressive revenue recognition assumptions.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Supporting data1 hit
05
The slide uses a critical tone to argue that EHTH is pulling forward future revenue to inflate growth metrics, contradicting management's public statements.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
06
Includes a detailed table showing quarterly churn metrics from FY16 to 1Q20.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
03
The slide functions as a short-seller research note exposing alleged fraud.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
04
The slide serves as a transition or supporting text page, referencing an appendix and introducing a classification of bot behaviors.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
06
Includes a footnote regarding the definition of 'same moment' and a summary table of linked users.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
12
The text describes a 'wash trading' or 'round-tripping' scheme where ad spend is converted into fake revenue via bot accounts.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
13
Includes a description of a 'brushing' model involving round-tripping RMB 1,000,000 for ad placements.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
14
Includes footnotes 8-11 and a table summarizing user distribution.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
17
The slide provides a step-by-step guide for data extraction from the platform.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
20
This slide describes a technical investigation process involving data scraping and analysis of JSON files.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
02
This is a research note from Muddy Waters Research regarding GSX Techedu.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
The slide uses a screenshot of a Chinese job posting alongside an English translation/interpretation to expose the company's illicit activities.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
06
The slide uses a 'cut-out' style box to mock a potential management response to the evidence presented.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
04
The text serves as a research note exposing potential flaws and hidden costs in MPLN's business model, supported by interviews with former executives.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
05
The text highlights a contradiction between MPLN's claims and executive feedback regarding their payment integrity capabilities.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses a decision tree to map the claim workflow and identifies specific segments (shaded) as MultiPlan's revenue drivers.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
07
This is a research note page focusing on competitive erosion and customer dissatisfaction.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
08
This slide functions as a short-seller research note, systematically dismantling the company's narrative of being a 'preferred partner' and 'cost-cutting savior'.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
09
The slide uses a 'villain' framing (Naviguard/UHC) to argue for a short thesis on MultiPlan (MPLN).MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
10
Contains two distinct tables: one modeling revenue attrition from Naviguard, and one comparing MultiPlan's guidance against S&P's estimates.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
13
Contains detailed footnotes referencing SEC filings and external news sources.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
04
The slide uses a strong investigative tone, drawing parallels to the Theranos and Nikola scandals.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses visual evidence (photos of phantoms) and expert testimony to undermine the credibility of the company's product demonstrations.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
07
This page contains footnotes and expert commentary regarding potential fraud in medical imaging demonstrations.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
08
The slide includes an X-ray image and text questioning the legitimacy of NNOX's image quality claims.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
09
The slide serves as a character investigation/due diligence disclosure regarding a key individual's past and current associations.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses public records to establish a connection between a shareholder and a controversial figure (Reifman) to imply hidden control.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit