Matching slides 79,264
Current window 66,301-66,330
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all

Component

66,301-66,330 of 79,264

filter-aware
01
Slide 1
This is a classic Muddy Waters short-seller research note cover page.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
04
This is a page from a short-seller research report (Muddy Waters style).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
14
The slide highlights a discrepancy between the reported 'Other Expenses' (which should be 25% for EIT) and the actual reported figures (less than 1%), implying the entity is falsely claiming tax-exempt status.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
17
The slide uses a dual-axis line chart to contrast EDU's rising revenue against the declining revenue of its subsidiaries (Hewstone & Decision).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
18
The slide uses two line charts to demonstrate that online user growth is flat despite massive growth in the underlying market and in-person enrollments.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
19
Includes a table of historical operating metrics and a Google Trends line chart showing declining traffic.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
22
The slide uses a narrative about a BOC scheme to frame the argument that EDU's decreasing audit fees despite company growth are suspicious.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
25
The slide uses a table to demonstrate that dividends are funded by capital raises rather than operational cash flow, supporting a fraud-preemption thesis.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
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 Truth1 hit
33
Includes specific allegations against AMBO and CAST management; table compares gross margins across five companies from 2007-2011.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
34
The slide contains a table of operating margins for EDU and competitors, followed by a qualitative assessment of the company's financial and legal risks.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
37
The slide contains a raw transcript of a business inquiry call.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
82
The document includes a partial table at the top and a detailed cash flow statement at the bottom.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 1 hit
49
Contains three distinct financial tables with currency conversion notes.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
54
Includes a footnote regarding the transfer of Jiahua entities to FMCN.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
55
Contains two distinct tables: one for historical financials (2006-2010) and one for disposal metrics.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
57
Contains two distinct tables: one detailing individual insider trades and another summarizing annual goodwill impairments.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
71
Page 4 of a legal document, likely an acquisition or service agreement.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
80
The slide presents financial data related to corporate acquisitions and subsequent disposals, highlighting significant losses.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
03
The slide uses a table to highlight the discrepancy between FMCN's reported figures and external industry reports, specifically calling out a 1,758.2% market share claim.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Expose Contradiction1 hit
05
This is a page from a research note (likely a short-seller report) analyzing FMCN's financial disclosures.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Expose Contradiction1 hit
03
This is a page from a Muddy Waters research note exposing corporate fraud.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
09
The slide highlights a discrepancy between CTR's research (128 buses) and the company's website (32 buses).Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
11
The slide uses a table to present CTR's findings and a screenshot of the company website to contradict it.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
The slide uses a 'villain' framing by comparing Olam to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
06
The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
07
The slide uses a skeptical, investigative tone, referencing Enron as a comparative precedent for lack of transparency.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
09
The slide uses a 'villain' narrative style, framing Olam as an 'emperor with no clothes' and justifying a short position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
04
The slide uses a narrative of 'exposing' management's claims by contrasting them with external market data and government policy changes.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The slide uses red boxes to highlight discrepancies in financial reporting between two different statements.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose Contradiction1 hit