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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 66,721-66,750
Pages 2,643
Rows per page 30
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18 30 60

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66,721-66,750 of 79,264

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This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal rights case.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
03
The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
04
The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
This is a text-heavy research note page focusing on financial discrepancies and governance concerns.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
06
The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
02
The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
08
The slide uses a confrontational tone to challenge management's transparency and accounting practices regarding the Petersen claim.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
02
This is a text-heavy research note page. It uses specific financial figures to argue against the company's accounting methodology.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
02
The slide serves as an opening summary for a short-seller research report.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller 1 hit
04
The slide uses a comparative analysis of construction costs per square meter to highlight potential overstatement of assets.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
05
Includes table of hospital costs, qualitative evidence of potential fraud/overpayment, and identification of Modular Concepts as a related party.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
14
The slide uses a comparative interest income yield table to highlight a red flag in financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
15
Includes two tables detailing debt refinancing by year and interest rates on total debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
16
The slide uses a comparative table to highlight a performance anomaly and then provides qualitative evidence from interviews to support a thesis of financial misrepresentation.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
17
Includes a sensitivity table modeling EBITDA margin impact based on varying rejection rates.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
18
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging financial fraud.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
20
The text argues that NMC misclassified Aspen leases as operating rather than finance leases, leading to a $320M debt understatement, and further questions the validity of the $352.2M lease commitment disclosure.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
21
The slide contains a financial reconciliation table followed by investigative commentary on accounting practices.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
25
The slide details the structure of a supply chain finance transaction involving NMC Healthcare LLC and Channel Finance S.A.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
26
The slide presents evidence of potential accounting manipulation by NMC, specifically regarding off-balance sheet financing and misleading public statements.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
32
The table shows a net negative impact of over £1 billion from insider transactions, contrasting with the typical positive signaling of insider buying.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide presents evidence of aggressive share selling/pledging alongside compensation metrics that favor short-term EBITDA targets over cash-based performance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
34
The slide includes a table of management compensation and a narrative critique of corporate governance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
02
The slide uses a visual metaphor of a wheel-less Jaguar to critique the company's business model.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The slide uses a 'Figure K' table for internal modeling and a 'Figure L' table to critique external sell-side analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
19
The slide uses a narrative structure to dismantle the credibility of 'Analyst A' by comparing their projections against company guidance and industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
20
The slide highlights a significant discrepancy between analyst estimates and historical industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit