Matching slides 118,471
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The slide uses two tables to compare reported agent counts against regulatory limits and internal functional breakdowns.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction5 hits
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Page 51 of 77KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction5 hits
76
The slide uses two tables to contrast registered addresses with physical reality and ownership structures.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction5 hits
02
This is the cover/introductory page of a short-seller research report by Muddy Waters.dLocal (DLO) · Carson Block
Research note Short seller 5 hits
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Contains extensive footnotes referencing primary sources and DLO filings.dLocal (DLO) · Carson Block
Research note Short seller 5 hits
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 Inaction5 hits
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain5 hits
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 Chain5 hits
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 5 hits
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 5 hits
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 5 hits
17
This slide functions as a forensic accounting critique, highlighting potential aggressive revenue recognition.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 5 hits
25
The slide critiques the visual representation of clinical trial data, specifically the 'time-distorting' nature of the x-axis in the provided graph.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 5 hits
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 5 hits
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Contains detailed footnotes referencing SEC filings and external news sources.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 5 hits
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 Reveal5 hits
04
The slide uses a combination of expert quotes, quantitative valuation adjustments, and a qualitative argument regarding ABS bankruptcy risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster5 hits
06
The slide details specific adjustments to valuation inputs like panel degradation, default rates, and developer margins.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter5 hits
24
Includes a specific citation of a PPA agreement clause to support the argument of anti-consumer/anti-investor risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction5 hits
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 Moment5 hits
07
The slide uses financial disclosure data to argue that loans were never actually made, highlighting a discrepancy between Vivion's claims and Matanya's capitalization.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal5 hits
10
The slide uses a calculation table to demonstrate that shareholder loans are being repaid, contradicting S&P's view that they are permanent equity.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Monster5 hits
12
The slide uses investigative research, including site visits and analysis of third-party listing platforms (Immo Scout 24), to challenge company-reported metrics.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · Iceberg5 hits
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Includes footnotes referencing external sources and valuation calculations.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory5 hits
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 Moment5 hits
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 Statement5 hits
06
Includes table of contents snippets at the top and detailed footnotes regarding methodology.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction5 hits
30
Includes a table of top 11 channel owners and a case study on 'Killing Time' (Dafashijian) bot activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg5 hits
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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 Inaction5 hits
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 Inaction5 hits