slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,391-6,420
Pages 619
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Component
6,391-6,420 of 18,554
12
Includes a transcript of an investigator interview with a Deyou store manager regarding a pilot program for commission inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
45
Includes a qualitative critique of the Shengdu acquisition citing an expert network interview.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 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 Contradiction2 hits
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 Contradiction2 hits
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 Contradiction2 hits
22
The slide uses expert interview transcripts and secondary sources to analyze the business model dynamics of DLocal's largest clients.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
09
This is a page from a research report (likely short-seller report) detailing specific financial transactions between HASI and SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
14
The slide uses a quote from an investor relations representative to support the claim that HLBV income is non-cash and eventually reverses.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
05
Includes footnotes 12-15. The table provides balance sheet and income statement data for multiple entities.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
06
The slide uses a combination of expert interview commentary and formal financial statement footnotes to argue that the investment structure creates a misalignment of incentives.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
11
Includes a quote from a former executive regarding the company's focus on cost-cutting over innovation.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 2 hits
02
The slide uses a 'villain' framing technique to discredit the company by associating it with other high-profile corporate scandals.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Monster2 hits
21
Includes a 'From/To' comparison graphic used by the company to position their product as a successor to traditional CT scanners.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
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 Hunter2 hits
14
Includes a quote from a former executive to support the thesis of aggressive accounting practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
21
Includes a quote from a former executive and details on potential financial liabilities ($948 million).Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 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 Inaction2 hits
03
The slide uses direct quotes from audit disclaimers to expose the contradiction between company claims and report reality.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Aha Moment2 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 Moment2 hits
34
The slide highlights a discrepancy between reported valuation stability and the reliance on internal assessments.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory2 hits
03
Uses a Charlie Munger quote as an anchor for the critique of SPACs.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique2 hits
11
Uses logos of specific customers (PGE, SDGE, Pepsi, CalVans) to anchor specific failure narratives.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
13
The slide uses a direct quote from a former employee to undermine the credibility of a specific company case study.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction2 hits
27
Uses a quote to undermine the credibility of the company's financial guidance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
37
Uses a highlight on the quote to emphasize the 'co-op' nature of the hardware team.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
46
Uses a 'claim vs. rebuttal' structure to undermine company credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 2 hits
02
The slide uses a confrontational tone to frame the company as a fraudulent entity, contrasting it with Baidu's public ethics statement.Joyy Inc. (YY) · Carson Block
Research note Short seller 2 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 Inaction2 hits