Matching slides 79,264
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66,871-66,900 of 79,264

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34
The slide uses a screenshot of a Chinese corporate registry (QCC) to highlight a discrepancy in employee numbers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
35
The slide highlights a discrepancy between claimed figures and official government registration data for BEKE's Shanghai entities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide uses a combination of narrative text and a table excerpt from a SEC filing to build a case for data manipulation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a table to contrast official SEC claims with SAIC data to allege fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
38
The slide uses two tables to compare reported agent counts against regulatory limits and internal functional breakdowns.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
39
The slide uses two tables to contrast employee counts at different dates and provides narrative commentary on the volatility of these figures.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
40
Includes a critique of reported agent numbers and a stacked bar chart showing the composition of full-time vs. dispatched workers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
41
The slide uses a table to calculate the percentage of dispatched workers and follows with a narrative account of a store visit to support the claim of fraudulent agent reporting.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
42
The slide uses specific financial data and SAIC records to contradict company disclosures regarding the Zhonghuan acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
45
Includes a qualitative critique of the Shengdu acquisition citing an expert network interview.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
53
The slide details a data collection process over two 76-day periods to estimate quarterly GTV.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
54
Includes footnotes regarding estimation methodology for specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
55
The table provides granular transaction data for connected stores across various Chinese cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
56
The table breaks down GTV, transaction volume, and commission rates for Lianjia vs. Connected stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
57
The slide presents screenshots of a real estate data platform to support a claim of inflated GTV figures by BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses a forensic accounting approach to challenge the company's reported financial metrics.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
The table provides a granular breakdown of transaction counts, store counts, and pricing adjustments used to derive GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Includes a footnote regarding 3Q21 data adjustments.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
The table provides city-level breakdowns of store counts, transaction volumes, and average transaction values, with specific footnotes explaining estimation methodologies for missing data points.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
Includes a sensitivity analysis regarding Shanghai transaction data and introduces a methodology for connected brokerages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
Includes detailed calculation tables for transaction estimates in specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The table includes city-level transaction data and GTV estimates, with a final adjustment calculation at the bottom.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
69
The table contains 139 rows of city-level data with columns for store count, transaction volume, and GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
70
Includes specific footnotes referencing BEKE 20-F and F-1A filings.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
Includes footnotes 12-15. The table provides balance sheet and income statement data for multiple entities.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
07
Includes a table of PPA offtakers and detailed footnotes regarding financial statements and HLBV accounting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
08
Includes annotations pointing out 'Real P&L from operations', 'Tax equity losses', and 'Non-cash offsetting profit attributed to sponsor (Vivint) & cash equity (HASI)'.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
03
The slide uses a 'three pillars' framework to structure the short thesis. It includes direct quotes from a former employee to bolster credibility.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
04
The slide uses a combination of expert quotes, quantitative valuation adjustments, and a qualitative argument regarding ABS bankruptcy risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
09
Includes a chart on PV efficiency improvements to support the argument that existing systems will be obsolete by the time renewal contracts are due.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit