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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 40,111-40,140
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

40,111-40,140 of 110,355

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02
This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
03
This is a page from a short-seller research report. It uses a bulleted list to summarize key points of contention.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
04
This is a page from a short-seller research report criticizing Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Complication1 hit
05
The slide functions as a critical research note debunking company claims regarding market size and product demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Preempt Rebuttal1 hit
06
Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
10
The slide is part of a short-seller report (likely) critiquing Danimer Scientific's marketing claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
11
The slide functions as a short-seller research note, highlighting operational inconsistencies and potential management deception.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
14
This is a text-heavy research note page containing critical due diligence findings on Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
15
This page functions as a deep-dive investigative note, likely part of a short-seller or critical research report.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
16
The slide uses expert testimony to challenge the company's claims regarding low-CapEx and production costs.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
17
The slide uses a combination of narrative critique and a visual breakdown of DNMR's TAM claims to argue that the company's projections are unrealistic.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
18
Contains citations 45-50. Focuses on market skepticism regarding DNMR's TAM projections.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
19
The slide discusses the limitations of compostable plastics in waste streams, the high cost of PHAs compared to PLA/traditional plastics, and the policy shift toward reduction and reuse.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
20
The slide highlights a specific case study involving WinCup Phade straws and their regulatory compliance issues in Maryland and Washington.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
02
The slide uses a table to demonstrate the downward adjustment of reported net income to an adjusted net income estimate.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
03
This is a research note page detailing accounting manipulation allegations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
05
This slide functions as a short-seller research note, highlighting governance concerns and financial discrepancies.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
06
The text serves as a forensic accounting critique of HASI's relationship with SunStrong Capital Holdings, LLC.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
07
This page functions as a forensic accounting narrative, detailing specific loan amounts, impairments, and the mechanics of HLBV income recognition.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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This is a research note page detailing accounting concerns regarding HASI's relationship with SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
09
This is a page from a research report (likely short-seller report) detailing specific financial transactions between HASI and SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
10
The slide details specific financial transactions involving 'Replacement Loan' and 'HA Helix LLC' to argue that HASI engaged in circular debt recycling to inflate operating cash flow.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
11
The slide uses a forensic accounting approach to highlight potential misclassification of investment proceeds and interest payments.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
13
This slide provides a technical critique of HASI's accounting practices, specifically focusing on HLBV (Hypothetical Liquidation at Book Value) and its impact on reported income and cash flow classification.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
02
Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses direct quotes from audit disclaimers to expose the contradiction between company claims and report reality.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
04
This is a page of text from a research note, likely part of a short-seller report or investigative piece.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
05
This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
46
Uses a 'claim vs. rebuttal' structure to undermine company credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
52
The title 'What Blue Skies?' is ironic, suggesting the company's optimistic outlook is unfounded due to regulatory headwinds.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit