slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 66,751-66,780
Pages 2,643
Rows per page 30
Component
66,751-66,780 of 79,264
04
The slide uses a reconciliation table to adjust reported cash receipts and highlight an overstatement, followed by a narrative critique of the company's cash flow reporting.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a research note page from a short-seller report (Muddy Waters Research).Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a table to highlight specific asset categories and narrative text to critique the company's reporting practices.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
09
The slide uses a combination of a data table to show accounting manipulation and narrative text to critique the valuation of a specific asset (Petersen).Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
02
This is a classic short-seller thesis summary slide, often referred to as a 'bear case' summary.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
03
The slide serves as a critical narrative piece in a research report, linking accounting changes to management behavior and operational metrics.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
06
The slide uses tables to demonstrate that eHealth's churn assumptions imply unrealistically long customer lives, leading to an overstated commissions receivable balance.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
09
Includes a detailed table of membership metrics and a critique of the churn formula.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
10
The slide argues that EHTH ignores ongoing service costs to justify booking multi-year commissions upfront.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
13
The slide uses a forensic accounting approach to re-calculate unit economics, contradicting management's growth narrative.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
14
The slide uses a 'villain_critique' tone, specifically targeting EHTH management's credibility and accounting practices.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
15
The slide uses insider selling data to undermine the credibility of the company's leadership and business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
02
The chart is a waterfall-style visualization showing the slow accumulation of cash over 9 years against booked revenue.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposing contradictions in EHTH's financial reporting1 hit
04
The slide compares modeled churn rates against company-stated churn rates to highlight aggressive revenue recognition assumptions.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Supporting data1 hit
06
Includes a detailed table showing quarterly churn metrics from FY16 to 1Q20.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
07
The slide uses a short table to demonstrate the impact of accounting adjustments on LTV.eHealth Inc. (EHTH) · Carson Block
Research note Short seller 1 hit
02
The slide uses a pie chart to visualize the alleged bot prevalence, supporting a short thesis.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
03
The slide functions as a short-seller research note exposing alleged fraud.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
05
The slide defines 'Precise Joiners' as users joining at the exact same second on the same day of different weeks.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
06
Includes a footnote regarding the definition of 'same moment' and a summary table of linked users.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
Includes footnotes 8-11 and a table summarizing user distribution.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
03
Includes a raw data snippet showing missing fields and a table comparing IP overlap metrics.GSX Techedu (GSX) · Carson C. Block
Research note Short seller 1 hit
02
This is a classic activist short research note. It uses a 'villain' narrative (PE firms, SPAC promoters) to frame the investment thesis.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit