Matching slides 79,264
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This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
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This is a page from a short-seller research report. It uses a bulleted list to summarize key points of contention.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
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The slide functions as a critical research note debunking company claims regarding market size and product demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Preempt Rebuttal1 hit
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Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
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The slide uses inventory turnover and production capacity data to challenge the company's narrative regarding production bottlenecks and partnership demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
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The slide uses a table to expose a math error/deception in the company's reported capacity figures.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
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The slide uses a table to demonstrate the downward adjustment of reported net income to an adjusted net income estimate.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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This is a research note page detailing accounting manipulation allegations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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This is a research note page focusing on forensic accounting analysis of HASI's financial statements.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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This slide functions as a short-seller research note, highlighting governance concerns and financial discrepancies.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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This is a research note page detailing accounting concerns regarding HASI's relationship with SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide includes a table detailing SunStrong's materiality to HASI's loan balance and commercial receivables.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Uses direct quotes from former employees to substantiate the claim of fraudulent reporting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a list format to systematically dismantle the company's performance claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a contrast-based approach to set up a later debunking of the claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a direct screenshot of the company's own marketing material to set up a later critique of the underlying assumptions.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a table to contrast company-provided figures with analyst estimates to highlight overstatement.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a stacked bar chart to visualize the 'hockey stick' growth projection, highlighting the reliance on future, non-existent products.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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The slide uses a comparison table to contrast XL Fleet's claims against actual production and customer base metrics of peers.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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The slide uses rhetorical questions and negative framing to undermine the company's market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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The slide uses a 'fraud-exposure' narrative style, highlighting secrecy and a discrepancy between private funding and public market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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Uses a screenshot of a ProPublica PPP loan database entry to cast doubt on the company's financial health or valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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The slide uses a forensic accounting approach to identify a discrepancy of RMB 1.326 billion, suggesting potential capital control violations or fabricated cash balances.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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This is a page from a short-seller research report (Muddy Waters Research).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a screenshot of Bigo's FAQ regarding Bigo ID changes as evidence of policy contradiction.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a before-and-after comparison of a user profile to highlight potential manipulation of platform statistics.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit