slides · global inventory
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Matching slides 79,264
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66,691-66,720 of 79,264
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The slide uses a provocative title to frame the thesis of a short-seller report.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller 1 hit
12
The slide lists 23 entities and provides a narrative argument linking their low margins to potential financial fraud at the parent company level.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
13
The slide compares ANTA's distributor margins against public companies like Belle and Pousheng to highlight discrepancies.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
The slide highlights discrepancies in margins for Henan Ruili compared to other entities and reconciles 2018 revenue figures.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
02
The slide serves as an introduction to a short report, establishing the company profile and the core thesis of accounting fraud.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a 'fraud-exposure' framework to systematically dismantle the company's financial reporting integrity.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
06
The slide uses a specific case study (Napo) to illustrate accounting manipulation and unethical management practices.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
The narrative text discusses financial distress and potential conflicts of interest involving Burford Capital and Invesco.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
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The text functions as a forensic investigation into corporate financial maneuvers, specifically questioning the alignment of investment objectives with actual outcomes.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
09
The slide uses a Bloomberg terminal screenshot and a Burford Capital investment table to argue that Burford misrepresented the performance of the Napo investment.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
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This is a research note page focusing on financial reporting discrepancies and potential investor deception.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses specific case examples (Focus Intelligence, MagCorp) to argue that BUR's accounting practices inflate reported returns.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
12
This page is part of a research note criticizing Burford Capital's accounting practices, specifically focusing on the Akhmedova divorce case.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
14
This is a research note page focusing on accounting/valuation discrepancies in a litigation finance firm.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a specific case study (Petersen) to critique the company's financial reporting methodology.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
17
The slide uses specific investment examples to argue that the company aggressively marks fair value gains ahead of monetization.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
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Includes a table calculating fair value markups and a Bloomberg terminal screenshot showing stock price decline and insider selling.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
20
The slide uses a table to demonstrate the impact of including omitted costs on the company's reported return metrics.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
21
The slide uses a 'reality vs appearance' framing to suggest accounting manipulation via period-end transactions.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
22
The slide uses data from Burford's own reports to argue that the company's performance is driven by a small number of cases rather than broad portfolio strength.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide uses a critical tone to challenge the company's reported performance metrics.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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Includes a step-by-step reconciliation of 'real' invested capital.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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This is a text-heavy research note page detailing financial adjustments and solvency calculations.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
06
This slide functions as a forensic accounting critique, highlighting discrepancies between reported ROIC/IRR and actual outcomes, and questioning the motivations behind bailouts and subsequent capital raises.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
02
The slide uses a humorous image of a man in 90s attire (Zubaz pants, mesh shirt) to introduce a narrative about legacy insurance contracts from that era.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Situation & Context1 hit
13
The slide uses an expert witness's own testimony to frame the potential damage, effectively using their own source against them.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
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The text discusses specific financial modeling assumptions (yield curves, tax deductibility, and liability provisioning) used to estimate losses.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit
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The table highlights how changing the guaranteed rate and bond yield assumptions significantly alters the estimated financial loss.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit
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Contains detailed formulas for loss estimation and references to external expert testimony (Rehbeli) and regulatory standards (OSFI/LICAT).Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit
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The slide explains the mechanics of the LICAT ratio and applies it to a hypothetical scenario involving a $45M earnings hit and $70M increase in required capital.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit