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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 66,541-66,570
Pages 2,643
Rows per page 30
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66,541-66,570 of 79,264

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23
The slide uses financial data to cast doubt on reported margins and supports this with qualitative interview evidence regarding channel stuffing.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
29
The slide uses a critical tone to challenge the 'secret sauce' narrative of Nidec's M&A, citing lack of transparency and declining efficiency metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
30
The slide uses a combination of anecdotal evidence (quotes from former employees) and hard financial data to challenge the company's narrative of successful M&A.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
31
Contains multiple source citations and a financial performance table for Sole Motors.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
42
The slide uses a line chart to demonstrate historical EV/EBITDA multiples of HDD competitors to justify a lower valuation for Nidec's HDD segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
43
The slide uses a sensitivity table to derive an implied multiple for the non-HDD business segment.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
44
The table shows sensitivity analysis for Enterprise Value and Implied Share Price based on varying valuation multiples.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
Includes a sensitivity table for implied stock downside and specific peer group data for HDD and AACI sectors.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
46
The slide includes a specific call to action regarding Nidec's U.S. ADS sponsorship termination.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
51
The slide uses a 'before-after' or 'claim-vs-reality' structure to undermine management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
Nidec Corp. (6594 JP)Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
02
This is a classic activist short report summary page.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
04
The slide uses a visual process flow to illustrate the company's claims, which the text then refutes as fraudulent.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
05
The slide uses financial data and investigative findings to argue that Huishan's reported margins are fraudulent.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
09
The chart uses a dual-axis line graph to show trends in production, herd size, and feed availability. The text explicitly accuses the company of 'yield fraud'.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
The slide uses a combination of financial analysis and investigative research to allege fraudulent reporting practices.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide uses a table to contrast projected vs. actual allocation of IPO proceeds to cast doubt on the company's transparency.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide uses forensic accounting to challenge the company's reported capital expenditure figures by comparing them against external environmental impact reports.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The methodology involves deducting specific segment CapEx (liquid milk, milk powder, motor vehicles) from total cash flow, then adjusting for construction in process and plantation buildings to arrive at a per-farm average.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
The slide uses a forensic accounting approach to reconcile cash flow data with reported farm investments, alleging fraud.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
16
The slide uses expert testimony and environmental impact reports to challenge the company's reported CapEx figures.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The text uses investigative research to highlight a discrepancy between public filings and actual construction costs.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
20
The slide argues that reported costs are inflated compared to industry expert and internal bidding estimates.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
21
The slide uses a table to compare cost estimates from three sources (China Dairy Expert A, Huishan Deputy Farm Manager, China Dairy Expert B) to calculate total PPE inflation.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
28
The slide uses investigative field research and digital evidence to challenge the official narrative regarding farm ownership and asset transfers.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
29
The slide uses public registry data to challenge the legitimacy of asset transfers and financial disclosures by Huishan.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
31
The slide uses a series of bullet points to highlight specific financial red flags, supported by numerous footnotes referencing annual and interim reports.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The slide uses a short-seller research tone to challenge the company's financial health and auditor's assessment.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide uses a red arrow to draw attention to the 'Guaranteed by intra-group entities' line item, which increased from 8.6B to 11.0B.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
34
Includes a table of debt components and narrative regarding failed financing transactions.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit