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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 66,901-66,930
Pages 2,643
Rows per page 30
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18 30 60

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66,901-66,930 of 79,264

filter-aware
02
This is the cover/introductory page of a short-seller research report by Muddy Waters.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
05
The slide uses a 'fraud-exposure' or 'expose_contradiction' framework to undermine the credibility of the company's financial disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide uses a waterfall chart and a line chart to visually demonstrate the inconsistency in reported financial figures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
07
The slide uses red boxes to highlight inconsistent data points across three different source documents.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
15
The chart uses a 'Rule of 120%+' framework to compare EBITDA margin vs. revenue growth.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
The slide uses a comparative table to set up a 'fraud-exposure' argument regarding DLO's financial reporting.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide highlights a potential discrepancy in DLO's financial reporting and management commentary regarding take rate drivers.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
19
The table highlights the shift toward low take-rate cohorts and the impact of large clients like Google on profitability.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
21
Contains extensive footnotes citing former DLocal executives and public data sources.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
25
Includes primary source interview transcript and secondary source citation from a 2021 investment bank report and Brazil Central Bank study.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
26
The slide uses a quote from a former executive to frame the FX revenue as suspicious or 'magic'.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
27
Includes footnotes regarding revenue reporting and Ebanx financial analysis.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
28
Includes specific citations to DLO 20-F, Source A, Source E, and Central Bank reports.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
31
The slide presents a forensic accounting reconciliation table to support an allegation of financial impropriety.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
45
Includes a table detailing specific share sales by management executives.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
10
Includes specific references to footnotes 19, 20, and 21. Contrasts RUN's accounting practices with Sunnova's.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
14
Includes a quote from a former executive to support the thesis of aggressive accounting practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
15
Includes two tables comparing company-claimed values vs. analyst-adjusted values, with supporting text explaining the methodology for the adjustments.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
16
The slide uses a critical tone to challenge the company's valuation methodology, specifically citing IRS guidelines and comparing their findings to a Kroll report.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The slide argues that Sunrun's reported costs are inflated, leading to an overstated Fair Market Value (FMV) for tax purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
19
The chart compares Sunrun's creation cost against NREL residential PV installed cost benchmarks.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
24
Includes a specific citation of a PPA agreement clause to support the argument of anti-consumer/anti-investor risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
33
The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
02
This is a classic short-seller 'thesis' slide, framing the company as a 'shell game' involving fraudulent loans and inflated property values.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
05
The slide is a text-heavy research note page with footnotes referencing financial filings.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Iceberg1 hit
11
Contains two tables detailing portfolio metrics including vacancy rates, market value, and net initial yields.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
The slide aggregates disparate data points from financial statements, presentations, and prospectuses to support an argument about overvaluation.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
15
Includes two tables (Figure 1 and 2) modeling high-end and low-end estimates of Rent24's contribution to Vivion's rental income.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit