slides · global inventory
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Matching slides 79,264
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Pages 2,643
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66,451-66,480 of 79,264
02
This is a research note from Muddy Waters, LLC.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
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The slide uses a 'Breton Pulleys' metaphor to describe the circular ownership structure.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · ProblemLoop · Voice Of Customer1 hit
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The slide highlights the complexity of BOL's corporate structure, noting that it involves 'circles within circles' and requires specialized programming rather than standard spreadsheet tools.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · Market Size1 hit
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Includes historical narrative, a performance table, and a description of the CEO's investment philosophy.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
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Includes a footnote referencing a Redburn research report from 2014.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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Page 12 of 26. Contains multiple tables: Revenue, Growth, Financial Metrics, Estimated Ports performance, and Valuation multiples.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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The slide is a dense text-based research note detailing operational strategy, financial performance, and market dynamics for BOL's port and logistics business.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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Includes a historical financial table for the energy segment and valuation rationale.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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The table shows EBITDA multiples sensitivity. The text provides business descriptions for Bolloré Énergie, Blue Applications, Blue Car/Autolib, and Blue Storage.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
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Includes a table of public company holdings and detailed footnotes regarding Havas ownership history.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
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Data sourced from Bloomberg; includes adjustments for abnormal items to arrive at normalized income.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
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Data sourced from Bloomberg; includes revenue, operating income, goodwill, D&A, capex, and operational metrics like employee count and cargo handled.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
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Data sourced from Bloomberg.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 1 hit
02
The slide uses a strong narrative hook ('When Genius Fails') to frame the investment thesis.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
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The text outlines a 'short' thesis based on the discrepancy between reported and adjusted leverage ratios, and the consolidation of debt from partially-owned subsidiaries.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
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This is a research note page focusing on financial forensic analysis of Casino's accounting.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Problem1 hit
02
This is a research note from Muddy Waters Research.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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The slide serves as a critical assessment of JFT, characterizing it as a 'one-man band' rather than a scalable enterprise.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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The slide uses a forensic accounting approach to challenge the legitimacy of a corporate acquisition.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
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The slide uses a historical precedent (New Beida Group) to expose the unreliability of valuation projections in companies linked to Magic Stone Fund.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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This is a text-heavy page from a shareholder letter, likely an activist investor document.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Monster1 hit
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This is a page from an activist investor letter (likely Elliott Management) critiquing TeliaSonera's financial reporting practices.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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This page is part of a shareholder letter/activist report, focusing on financial and legal risks.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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This is a page from an activist investor letter (likely Muddy Waters or similar) criticizing corporate governance.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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This page serves as a disclosure/evidence page for a shareholder letter, focusing on investigative journalism reports regarding corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
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The slide serves as a case study of corporate governance failure and potential corruption involving the Aliyev family and TeliaSonera.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
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The slide documents potential corruption or irregular corporate governance regarding the privatization of Azercell.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
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Includes specific assumptions regarding Eurasia asset sales, FCPA fines, and net debt adjustments.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
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The slide provides a detailed breakdown of Net Sales and EBITDA by region, followed by a justification for the EV/EBITDA multiples used in the valuation.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
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The slide contains three distinct sub-tables, one for each company.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Victory1 hit