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Matching slides 96,741
Current window 68,131-68,160
Pages 3,225
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68,131-68,160 of 96,741

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02
This is a text-only research note slide. It functions as a critique of the company's communication strategy, framing their verbal denials as evasive and incriminating.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Critique of dLocalLoop · Cost Of Inaction1 hit
03
This is a continuation of a previous paragraph, likely part of a short-seller research report.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Preemptive RebuttalLoop · Cost Of Inaction1 hit
06
The slide details specific adjustments to valuation inputs like panel degradation, default rates, and developer margins.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
07
The slide uses quotes from industry experts and former employees to undermine the credibility of the company's valuation models.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 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
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
11
The slide functions as a forensic accounting critique of a company's valuation methodology.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The slide uses a process diagram to illustrate how ITC proceeds are incorrectly categorized in some industry practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 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
17
The slide serves as a methodological disclosure for financial adjustments made to the company's reported figures.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
21
Includes a quote from a former executive and details on potential financial liabilities ($948 million).Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
The slide argues that insurance is insufficient due to potential fraud exclusions and valuation gaps between claimed FMV and market/cost approaches.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · 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
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
27
This appears to be a continuation of a sentence from a previous page, likely part of a larger argument regarding the company's liquidity or business model risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
28
Page 27 of 32Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
29
The slide argues that the partnership flip structure is used to circumvent tax regulations by inflating fair market value (FMV) for IRS audit purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The text performs a critical analysis of the valuation gap between RUN's reported FMV and Kroll's rated bond issuance, suggesting overvaluation by the company.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 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