Matching slides 79,264
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66,841-66,870 of 79,264

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02
The slide uses a comparison to Luckin Coffee to frame the nature of the alleged fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
03
This is a short-seller research note page alleging fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses photographic evidence and site visit reports to challenge the integrity of BEKE's reported store count.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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This is a page from a short-seller research report (Muddy Waters/similar style).KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a short-seller research style to expose discrepancies between company-reported figures and independent transaction data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The table compares transaction counts for May-Aug 2021 vs June-Sept 2021. The text below the table provides a conclusion on GTV inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
09
The slide uses a 'fraud-exposure' framework to contrast company-reported figures with independent data collection results.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes two tables detailing revenue recognition accounting and commission rate comparisons.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a combination of a revenue bridge table and a city-specific commission discount table to argue for systematic revenue inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a transcript of an investigator interview with a Deyou store manager regarding a pilot program for commission inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
14
Includes a table comparing claimed vs. collected store data and references to 'ghost' and 'clone' stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
20
The slide presents evidence of active listings for stores that should have been closed, comparing transaction volumes against store averages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
21
The slide uses a combination of qualitative field research (agent lists) and quantitative data (table of clone store percentages) to argue that BEKE's reported store count is misleading.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a chat transcript and a table of data across five cities to demonstrate the 'clone store' phenomenon.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a combination of quantitative data (percentages and store counts) and qualitative field research to expose fraudulent reporting practices.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a table comparing claimed vs. collected agent data and a screenshot of BEKE's own marketing metrics.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses screenshots of a government website to validate the discrepancy.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
14
The slide uses a quote from an investor relations representative to support the claim that HLBV income is non-cash and eventually reverses.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
15
The slide provides a detailed breakdown of income adjustments and methodology for calculating non-cash income inflation.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Includes detailed footnotes explaining the derivation of the 166.7% gross-up factor and the 59.8% ITC-related portion.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
18
The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Includes two tables calculating non-cash gains and one table showing historical securitization margins.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
20
The slide uses a forensic accounting approach to challenge the quality of earnings.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Includes two tables detailing the calculation logic for low-end and high-end estimates.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
22
The slide uses a critical tone to argue that HASI's non-GAAP metrics overstate real-life performance by including unrealizable income.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide uses a forensic accounting approach to challenge the company's non-GAAP metric.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide uses a combination of a financial reconciliation table and a historical dividend source breakdown to support a short-thesis argument.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide uses a short-seller research note style to critique accounting practices and credit rating agency oversight.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide uses a combination of a valuation adjustment table and a detailed financial breakdown to expose accounting discrepancies.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide contains a balance sheet and income statement summary for specific entities, followed by a critical analysis of hedging losses and their impact on financial performance.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit