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Matching slides 79,264
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66,481-66,510 of 79,264
03
The slide uses a table to highlight the divergence between declining market share and declining 'real' EBITDA, questioning the sustainability of the business.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide includes a specific accounting query (item 4) regarding the classification of property sales proceeds in cash flow statements.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
08
This is a page from a short-seller report (Muddy Waters Research).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
02
This is a research note from Muddy Waters Capital LLC, dated March 8, 2016.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
03
Includes a table of 'RESULTAT EXCEPTIONNEL' comparing 2014 and 2013 financial data.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
05
The slide highlights the discrepancy between accounting consolidation and actual economic ownership.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
06
The slide provides a breakdown of EBITDA ownership for specific entities, noting that 100% owned entities are excluded.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
07
The slide argues that accounting consolidation practices lead to an 'egregious misrepresentation' of financial health, misleading credit analysts.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Elimination1 hit
08
The slide contains two tables: one detailing ownership percentages by business segment and another allocating debt and cash between parent and listed entities.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Agitate1 hit
10
The slide uses a narrative structure to expose the conflict of interest between Rallye's debt service and Casino's long-term health.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
11
The slide uses a short-seller perspective to critique management's financial reporting practices.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
12
Includes a table detailing the reconciliation of real estate gains and a footnote regarding an earnings call inquiry.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses financial statement data to argue that Casino's EBITDA is inflated by including gains on asset disposals that are otherwise categorized as 'Other operating income'.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
15
Includes specific critique of EBITDA adjustments related to real estate sales and joint ventures, and a comparison of debt calculation methodologies.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
16
Includes detailed table comparing S&P and MWC financial adjustments for 2014 and LTM, followed by qualitative justification for MWC's adjustments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
17
The slide critiques S&P's lease accounting methodology and details the sum-of-the-parts valuation approach for Casino's assets.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
18
Detailed SOTP breakdown including operating assets, non-operating assets, liabilities, and hybrid instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Aha Moment1 hit
19
The slide uses a complex network diagram to show equity stakes and financial data across multiple entities; includes specific notes on TRS (Total Return Swap) instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
20
The table breaks down EBITDA by geography (France, Latam, Asia, Ecommerce) and applies economic ownership percentages to arrive at proportional EBITDA figures.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
21
The table provides a breakdown of reported cash, economic ownership, and proportional cash, culminating in a total proportional cash figure for the parent company.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
22
The table provides a granular breakdown of debt by region (France, Latam, Asia) and business unit, showing the impact of ownership percentages and recent adjustments on total debt figures.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
02
The slide serves as the opening page of a research note, establishing the author's short position and the company's background.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller 1 hit
07
The slide uses a forensic accounting approach to highlight a discrepancy between the company's stated 11.4% organic growth and the implied inorganic growth figures.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
The slide uses a short table to calculate implied growth and follows with a detailed critique of management's accounting practices.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The slide is used to support an argument about aggressive organic growth accounting practices.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
11
The slide uses a forensic accounting approach to challenge reported financial metrics.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
12
Includes two tables: one detailing intangible asset movements and one calculating Days Payable Outstanding (DPO) to justify OCF adjustments.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
13
The slide highlights specific accounting concerns regarding balance sheet additions vs cash flow statement reporting.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
14
The slide uses a table to demonstrate the analyst's flawed logic and provides a detailed textual breakdown of the errors.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
This is a text-heavy research note page focusing on forensic accounting and reconciliation of organic growth metrics.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Analogy1 hit