slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 66,361-66,390
Pages 2,643
Rows per page 30
Component
66,361-66,390 of 79,264
02
This is a text-heavy research note page. It includes specific allegations regarding the Site Sharing transaction and cites analyst reactions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
03
The slide uses two charts to demonstrate that acquisition costs per site are trending upward while operating profit margins are volatile and trending downward, supporting the thesis that AMT's growth is driven by overpaying for assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
02
The slide uses a photo of a nondescript building in Brazil to visually undermine the valuation of a $585.4 million acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
06
This is a classic activist short-seller research note (likely from a firm like Muddy Waters or similar). It focuses on fraud allegations, management ethics, and accounting irregularities.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
08
This is a research note page focusing on forensic accounting and corporate governance critique.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The slide uses a scatter plot to visualize acquisition costs, then transitions into a forensic accounting narrative to challenge the disclosed purchase price.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide uses direct quotes from a conference call and financial analysis to highlight a discrepancy in valuation multiples.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Includes analysis of AMT's purchase price allocation and reconciliation with Central Bank of Brazil records.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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 Moment1 hit
21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
23
The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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 · Iceberg1 hit
26
The slide uses a stacked bar chart to decompose the value of tower acquisitions into PP&E, Customer Relationship, Network Location, and Goodwill components to identify 'lending' behavior.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
29
The slide highlights a discrepancy between analyst models (which lack FX forecasts) and actual market movements in currencies like the Indian Rupee and Brazilian Real.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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 · Iceberg1 hit
33
The slide functions as a critical research note challenging management assertions and market consensus regarding the Indian telecom infrastructure market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
40
Discusses the impact of market rent abatements and carrier infrastructure sharing on tower company revenue models.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
42
Includes a line chart showing stock performance with acquisition annotations and a detailed valuation table.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
44
The slide presents a forensic financial argument questioning the due diligence and valuation of an acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
45
The slide contains two distinct sections: a valuation summary table for Ghana and a narrative analysis of the German market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
46
Includes specific valuation metrics and impairment calculation for AMT's German tower assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
52
The slide uses a combination of technical arguments and a bar chart comparing mobile vs. Wi-Fi data consumption to support the thesis that Wi-Fi is a superior, disruptive technology.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
53
Includes a bar chart comparing LTE download/upload speeds for AT&T, Sprint, and Verizon in 2012.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
93
Includes allegations of corporate misconduct and detailed breakdown of recovery assumptions for PP&E and other assets.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
112
The table highlights adjustments made to the 2005 financial results, specifically impacting 'Other income', 'COGS', and 'Employee benefit expenses'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
117
The table compares 2010 AR vs Q4 2010, showing a discrepancy of 20 in taxation and non-controlling interests.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
121
The slide presents a waterfall-style recovery analysis for unsecured creditors based on varying discount rates and time horizons.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
02
This is a research note from Muddy Waters, LLC regarding Olam International Ltd.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit