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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 66,661-66,690
Pages 2,643
Rows per page 30
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18 30 60

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66,661-66,690 of 79,264

filter-aware
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This is a classic short-seller research note summary page.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
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This is a short-seller research note page. It uses a quote to frame the narrative of management deception.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
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This is a text-heavy research note page critiquing management's TAM methodology and financial reporting.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
05
The slide uses a 'fraud-exposure' or 'preempt_rebuttal' logic to discredit management's TAM claims by recalculating the patient population using Medicare data.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
06
The slide uses a calculation to challenge management's market sizing claims, citing external sources to validate the author's estimate.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
07
Includes two tables: one showing BETOS product spending 2011-2017, and one showing per-patient spending calculations.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
08
The slide uses a table to demonstrate a -2.6% CAGR in the oxygen therapy patient population, directly challenging management's claims of 7-10% growth.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
09
The slide contains an embedded image of a company presentation slide from August 2018, which is then critiqued by the surrounding text.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
10
The slide contrasts a 2019 quote with a 2018 quote to show management's shifting stance on data validity.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
15
The slide uses a table to illustrate the 'Sell-Side Capture' and the questionable assumptions behind INGN's market growth projections.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
16
This is a page from an activist short-seller research report exposing data manipulation by sell-side analysts.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
17
The slide uses a skeptical tone to deconstruct the math behind a company's market sizing claims.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
18
The slide uses external survey data to contradict management's claims regarding market size and patient suitability.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
19
The slide includes a direct critique of Inogen's billing code interpretation, suggesting a double-counting error.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
20
The slide uses a table to demonstrate that excluding specific post-cap codes changes the ambulatory patient proportion to 67%, contradicting the company's 65% penetration claim.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
21
The slide argues that INGN is approaching revenue saturation based on unit sales projections and replacement cycles.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
23
The slide serves as a critical research note arguing that management is using accounting adjustments to mask business pressure and that growth is slowing.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
24
The charts are empty placeholders, likely indicating missing data or a template structure. The core argument is a critique of management's narrative regarding margin pressure.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
26
Includes detailed income statement line items and key operational metrics like units sold and ASP.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
27
The table highlights a significant negative return (-67%) for Inogen based on the peer average forward P/E multiple.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
02
This is a short-seller research note page. The questions are designed to expose contradictions in the company's public narrative.Inogen, Inc. (INGN) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Anchor1 hit
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The slide uses a direct, confrontational tone to force a response on specific market assumptions.Inogen, Inc. (INGN) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Anchor1 hit
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This slide presents a mathematical sensitivity analysis for a financial model.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
05
The slide presents two distinct 'tests' (Method 1 and Method 2) to expose inconsistencies in reported financial metrics.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
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The slide uses a 'check' methodology to validate company claims against derived models, highlighting inconsistencies in FY2018 Q3 data.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
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The slide details a forensic accounting attempt to reconcile reported figures, concluding that management's representations are mathematically inconsistent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Analogy1 hit
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The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
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The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Iceberg1 hit
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The slide presents two distinct calculation scenarios (Method 3) and compares them against reported data to expose discrepancies in ASP growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
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The slide uses a 'Check' table format to highlight negative financial indicators (FALSE, negative percentages) as evidence of potential fraud or misrepresentation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit