slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 40,231-40,260
Pages 3,679
Rows per page 30
Component
40,231-40,260 of 110,355
02
This is the cover/introductory page of a short-seller research report by Muddy Waters.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
04
The slide serves as a section index followed by an introductory argument regarding financial misstatements.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
08
The slide uses a table to illustrate sensitivity analysis of net monetary positions and text to detail the contradiction between UK and Malta subsidiary filings.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
14
The slide contains a table of share counts and a narrative analysis of potential financial impropriety.dLocal (DLO) · Carson Block
Research note Short seller Loop · Pattern Hunter1 hit
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
19
The table highlights the shift toward low take-rate cohorts and the impact of large clients like Google on profitability.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
20
The slide uses a mix of narrative text and expert testimony to challenge the company's growth story regarding margin compression and competitive advantage.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
21
Contains extensive footnotes citing former DLocal executives and public data sources.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
23
Contains extensive footnotes referencing primary sources and DLO filings.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
24
The slide uses qualitative expert testimony to contrast DLocal's volume-chasing strategy with Ebanx's profitability-focused approach.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
25
Includes primary source interview transcript and secondary source citation from a 2021 investment bank report and Brazil Central Bank study.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
26
The slide uses a quote from a former executive to frame the FX revenue as suspicious or 'magic'.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
27
Includes footnotes regarding revenue reporting and Ebanx financial analysis.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
28
Includes specific citations to DLO 20-F, Source A, Source E, and Central Bank reports.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
32
Includes explanatory footnotes detailing specific balance sheet movements related to merchant funds and receivables.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
34
The slide uses a narrative structure to expose governance and operational failures.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
35
Includes a highlighted excerpt from 2020 financial statements regarding capital management and a critique of 2021 capital shortfalls post-IPO.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
36
The slide uses a narrative structure to accuse the company of regulatory arbitrage. It includes specific footnotes referencing SEC filings and financial statements.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
37
The slide uses footnotes to support claims about staffing levels and regulatory status compared to competitors like Adyen and Ebanx.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
38
Focuses on auditor independence concerns, specifically PwC Argentina and MHA MacIntyre Hudson.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
41
This slide functions as a forensic research note detailing related-party transactions and ownership overlaps.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
43
The slide combines a visual timeline of market entry with a text-heavy critique of related party transactions.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
44
The slide uses a direct quote from DLocal's 2021 20-F to highlight the contradiction between their growth narrative and their business associations.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
45
Includes a table detailing specific share sales by management executives.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
46
The slide uses a combination of financial analysis and personnel tracking to cast doubt on company stability.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
47
The slide uses a simple table to present a list of names, titles, and tenure dates for departed executives.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The text performs a critical analysis of the valuation gap between RUN's reported FMV and Kroll's rated bond issuance, suggesting overvaluation by the company.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit