slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 68,101-68,130
Pages 3,225
Rows per page 30
Component
68,101-68,130 of 96,741
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
60
Includes screenshots of CRE data for Hangzhou and Nanjing as examples of the adjustment process.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
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
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
71
The slide uses red boxes and lines to highlight the cross-city agent relationship.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
72
The slide uses screenshots of BEKE's platform to demonstrate that different branch numbers share the same location description, suggesting fraudulent store reporting.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
73
The slide documents legal entity changes and physical location verification for a specific real estate branch.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
74
The slide uses a combination of corporate registration data and photographic evidence to prove a discrepancy.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
75
Evidence of potential fraudulent or inaccurate business registration data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
76
The slide uses two tables to contrast registered addresses with physical reality and ownership structures.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
77
The slide uses photographic evidence and a comparison table to highlight that a Lianjia-registered location is physically occupied by a Deyou franchise.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
02
Includes quotes from a former HASI executive to support the critique.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Critique of HASI1 hit
03
The slide provides a narrative analysis of financial data points (investments, losses, equity changes, debt increases) to support a thesis about asset harvesting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Background Research1 hit
04
The table provides comparative financial statements for Engie Brasil, Engie Peru, Gaztransport & Technigaz, and Engie Jupiter Group.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 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
06
The slide uses a combination of expert interview commentary and formal financial statement footnotes to argue that the investment structure creates a misalignment of incentives.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
09
The slide uses a critical tone to challenge the nature of HASI's financial reporting regarding its Vivint 3 investment.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
10
The slide uses a transcript format to expose a discrepancy in loan figures ($140M vs $340M) provided by HASI investor relations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
11
The slide is a transcript of an interview with a former HASI executive, focusing on financial engineering and potential accounting/valuation concerns.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
12
Hannon Armstrong Sustainable Infrastructure Capital (HASI)Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Conclusion and Call to Action1 hit
02
The document is a short-seller research report.Sunrun Inc. (RUN) · Carson C. 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
05
This is a research note page focusing on financial modeling critique.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit