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Matching slides 78,129
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50,551-50,580 of 78,129
03
This is a short-seller research note page alleging fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
40
Includes a critique of reported agent numbers and a stacked bar chart showing the composition of full-time vs. dispatched workers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
57
The slide presents screenshots of a real estate data platform to support a claim of inflated GTV figures by BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
15
The chart uses a 'Rule of 120%+' framework to compare EBITDA margin vs. revenue growth.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
17
The slide highlights a potential discrepancy in DLO's financial reporting and management commentary regarding take rate drivers.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 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
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
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
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
02
The chart is a waterfall-style visualization showing the slow accumulation of cash over 9 years against booked revenue.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposing contradictions in EHTH's financial reporting1 hit
03
The slide uses a waterfall chart to visualize the gap between revenue booking and cash realization over a 24-year period.eHealth Inc. (EHTH) · Carson Block
Research note Short seller 1 hit
02
The slide uses a pie chart to visualize the alleged bot prevalence, supporting a short thesis.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
The slide defines 'Precise Joiners' as users joining at the exact same second on the same day of different weeks.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
09
The slide discusses methodology for identifying bots based on 'Precise Joiners', 'Burst' patterns, and 'GSX IP' addresses.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
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 Chain1 hit
18
The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
06
The slide uses data from the RADAR trial to challenge the validity of UACR as a reliable surrogate endpoint for kidney function.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
The slide argues that the drug Atrasentan acts as a 'band-aid' by masking symptoms via surrogate endpoints without providing long-term structural benefit.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
The slide uses Kaplan-Meier survival curves to illustrate the convergence of outcomes between placebo and Atrasentan groups.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide uses bar charts to show baseline vs treatment effects on GFR, ERBF, EFF, and ERVR, suggesting these metrics are influenced by blood dilution.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
Includes a chart on PV efficiency improvements to support the argument that existing systems will be obsolete by the time renewal contracts are due.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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The chart compares Sunrun's creation cost against NREL residential PV installed cost benchmarks.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a stacked bar chart to visualize the 'hockey stick' growth projection, highlighting the reliance on future, non-existent products.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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The slide uses a comparison table to contrast XL Fleet's claims against actual production and customer base metrics of peers.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
34
Includes a recruitment ad for room managers and a dashboard screenshot showing high-volume gifting activity from a single user.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide presents evidence of bot-like behavior through IP address switching and local host IP usage in transaction logs.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide presents evidence of potentially fraudulent or manipulated user location data, suggesting YY-controlled FUs (Fake Users) are masking their true location.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes forensic analysis of IP addresses in Heihe and specific user activity patterns indicating VPN usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit