slides · global inventory
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Matching slides 118,471
Current window 4,621-4,650
Pages 3,950
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4,621-4,650 of 118,471
47
Uses historical analogy to argue against the current investment thesis for AMT (American Tower).American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory5 hits
53
Includes a bar chart comparing LTE download/upload speeds for AT&T, Sprint, and Verizon in 2012.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory5 hits
54
The text argues that AMT's business model is threatened by technological shifts toward Wi-Fi and small cells, which offer lower-cost alternatives to traditional tower infrastructure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory5 hits
69
The slide uses a philosophical framing (Murphy's Law and Heraclitus) to introduce a critique of management's ability to navigate volatile emerging market environments.American Tower (AMT) · Carson C. Block
Research note Short seller 5 hits
71
The slide is a text-heavy page from a research report, citing various international examples of regulatory and operational challenges.American Tower (AMT) · Carson C. Block
Research note Short seller 5 hits
75
The slide uses a skeptical tone to challenge corporate transparency and management incentives.American Tower (AMT) · Carson C. Block
Research note Short seller 5 hits
79
Page 79 of 118American Tower (AMT) · Carson C. Block
Research note Short seller 5 hits
08
Includes historical narrative, a performance table, and a description of the CEO's investment philosophy.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 5 hits
11
Includes a footnote referencing a Redburn research report from 2014.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown5 hits
13
Includes references to specific port concessions and revenue breakdown (THC, port entry, services).Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown5 hits
14
The slide is a dense text-based research note detailing operational strategy, financial performance, and market dynamics for BOL's port and logistics business.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown5 hits
09
This is a text-heavy research note page detailing allegations of sham transactions and lack of transparency.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal5 hits
06
This is a page from a short-seller research report (likely Muddy Waters) attacking NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 5 hits
04
This is a page from a short-seller research report (likely Muddy Waters or similar) exposing corporate malfeasance.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Villain Critique5 hits
18
This is a text-heavy research note page detailing investigative findings regarding NQ Mobile's alleged fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 5 hits
29
The slide uses a skeptical tone to challenge the credibility of NQ's market share reports and suggests potential manipulation of retail installations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 5 hits
34
Includes Wireshark packet capture screenshots as evidence of insecure data transmission to Chinese servers.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 5 hits
40
This slide serves as a critical assessment of NQ Mobile's business model and market positioning.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 5 hits
59
This is a research note page detailing forensic accounting concerns.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 5 hits
69
This slide is part of a short-seller research report (likely Muddy Waters or similar) alleging accounting fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data5 hits
71
Includes a Wireshark packet capture screenshot and WHOIS registration details for nqsrv.com.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data5 hits
75
Contains two Wireshark screenshots demonstrating data exfiltration of IMSI/IMEI and browsing history.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data5 hits
78
The slide contains a screenshot of an XML response from a server, with specific fields highlighted (BOKU chargeId, Price, Currency).NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data5 hits
05
The slide highlights the failure of management to deliver on promised rebuttals, fueling investor skepticism.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Monster (NetQin's alleged fabrications)Loop · The Reveal5 hits
07
This slide documents a specific corporate crisis event involving Muddy Waters and NetQin.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction5 hits
06
This is a page from a research note, likely a short-seller report, focusing on exposing corporate malfeasance.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction5 hits
05
Includes a table of corporate officers and a metaphorical image comparing a Bentley to a bus.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster5 hits
07
The slide serves as a critical assessment of JFT, characterizing it as a 'one-man band' rather than a scalable enterprise.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster5 hits
04
The text discusses corruption allegations involving TeliaSonera, citing specific financial figures and contrasting executive statements with external perspectives on crisis management.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The MonsterLoop · Pattern Hunter5 hits
07
This is a page from an activist investor letter (likely Elliott Management) critiquing TeliaSonera's financial reporting practices.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter5 hits