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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 40,081-40,110
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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40,081-40,110 of 110,355

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The slide contains a large blacked-out area, likely a redacted image or chart.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Victory1 hit
02
The slide uses a confrontational tone typical of short-seller research notes, framing the company's silence on specific points as an admission of guilt.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
04
This is a text-heavy research note page acting as a rebuttal to company management's defense.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
05
The slide functions as a rebuttal to XL's corporate response, focusing on customer testimonials vs. marketing claims and the financial implications of the SPAC deal.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Aha Moment1 hit
09
The slide uses a logo-grid to visually represent the 'claimed' customer base, which the activist report then attempts to debunk.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a visual 'X' overlay on company logos to signify inactivity.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses logos of specific customers (PGE, SDGE, Pepsi, CalVans) to anchor specific failure narratives.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a direct screenshot of the company's own marketing material to set up a later critique of the underlying assumptions.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
41
Uses a screenshot of a ProPublica PPP loan database entry to cast doubt on the company's financial health or valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
42
This is a page from a short-seller research report (Muddy Waters Research).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
43
The slide uses a red box to highlight a specific discrepancy in 'Long-term deposits'.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
45
The slide uses a forensic accounting approach to identify a discrepancy of RMB 1.326 billion, suggesting potential capital control violations or fabricated cash balances.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
46
This is a page from a short-seller research report (Muddy Waters Research).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
47
The slide uses a social media post as evidence to contrast the platform's 'Most Popular' award with the observed low-quality content.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
54
The slide uses a forensic accounting/investigative research tone to expose alleged fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The slide uses legal documentation to contrast the incorporation date (Sept 2014) with David Li's personal investment date (Dec 2014).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide uses legal documentation to frame a narrative of corporate malfeasance and financial manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
This slide functions as a forensic accounting narrative, citing specific SEC filings and financial restatements to support allegations of fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The page includes two footnotes detailing specific interview sources and clarifying bot audience numbers for the 'Livehouse' channel.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
The slide uses a before-and-after comparison of a user profile to highlight potential manipulation of platform statistics.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Includes a screenshot of a Bigo user profile and a critique of financial reporting discrepancies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
The slide uses investigative findings to challenge the nature of Bigo's PRC revenue, attributing it to specific apps rather than general Bigo Live usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
62
The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
64
The slide uses a screenshot of a 2017 blog post to demonstrate that Hello users were instructed to link their YY accounts for payment, suggesting common management.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
66
Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
69
Includes detailed footnotes regarding Sensor Tower's data collection practices.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
70
Includes references to Netflix migration documentation and Kingsoft Cloud constraints.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit