Matching slides 18,554
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6,331-6,360 of 18,554

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The slide uses a critical, investigative tone to challenge the quality of Nidec's reported earnings.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The Monster2 hits
22
The slide uses a forensic accounting approach to challenge management's narrative on profitability improvements post-acquisition.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
32
The slide uses a short-seller research tone to challenge the company's financial health and auditor's assessment.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
13
The slide uses a bar chart to contrast historical cash injections with a large, singular 'Consideration Delta' in Q2 2011.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
25
Includes a quote from Jay Brown (Crown Castle) regarding international market risk/reward.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
32
Includes a table of international M&A performance metrics and qualitative commentary on the Indian telecom market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
63
Includes footnotes 114, 115, and 116.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 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 2 hits
112
The slide highlights a discrepancy between company reporting and industry standards, noting that NAREIT does not provide a single definition for AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 2 hits
32
The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth2 hits
04
The slide uses a narrative structure to expose potential financial fraud, citing Iceberg Research and Q&A transcripts.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
07
The text details a complex web of related-party transactions and potential accounting manipulation.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal2 hits
04
This is a research note page focusing on fraud allegations and investor skepticism.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
17
Includes a network diagram of individuals and entities, followed by anecdotal evidence of personal relationships and a failed attempt to use the company's payment portal.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
31
The slide highlights NQ security's low market share (1%) and includes a quote from NQ attempting to explain away discrepancies in market data.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 2 hits
04
The slide uses a 'fraud-exposure' framework to systematically dismantle management's narrative.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
09
Includes a transcript snippet and a detailed rebuttal of Gavin Kim's explanation of the Virus Broadcast feature.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
09
This is a text-heavy research note page from a short-seller report (likely Muddy Waters or similar) accusing NQ Mobile of fraudulent transaction records.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
26
Uses the Enron 'black box' analogy to frame Olam's investment risk.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
64
Includes a quote from Randal Rahal regarding SK Foods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory2 hits
89
The slide functions as a critical due diligence review, highlighting potential project failure points and financial exposure.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory2 hits
94
This page provides the underlying valuation logic for a recovery analysis, specifically discounting various asset classes based on recoverability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory2 hits
07
Includes footnotes 3 and 4 with Chinese text regarding the Macau office's purpose.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
13
The slide uses direct quotes from the company's annual reports to contrast with the author's interpretation of tax law.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
33
The text is a dense narrative block with extensive footnotes documenting corporate transactions and legal/operational issues.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
36
Includes anecdotal quotes from management and external observers regarding acquisition strategy and market perception.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
08
This is a research note page focusing on corporate governance concerns and potential insider trading/deception.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
02
This is a research note page from a report by MedSec/MWC regarding St. Jude Medical (STJ) device security.St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Myth Buster2 hits
03
This is a page from a research note/report by MedSec/Muddy Waters. It uses a numbered list to systematically dismantle STJ's claims.St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits