Matching slides 110,471
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70,291-70,320 of 110,471

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The slide contrasts a 2019 quote with a 2018 quote to show management's shifting stance on data validity.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
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The slide includes a direct critique of Inogen's billing code interpretation, suggesting a double-counting error.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
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This is a short-seller research note page. The questions are designed to expose contradictions in the company's public narrative.Inogen, Inc. (INGN) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Anchor1 hit
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The slide presents a forensic accounting argument regarding asset transfers and IP licensing.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a forensic accounting approach to challenge the legitimacy of reported financial gains.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses financial statement excerpts to highlight the lack of economic substance in transactions between IQE and CSC.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a job posting as evidence to link CSC and IQE, specifically mentioning Robert Harper as a shared employee.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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This is a text-heavy research note page, likely part of a short-seller report.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide details a potential financial arbitrage strategy involving tax-exempt account timing.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide uses an expert witness's own testimony to frame the potential damage, effectively using their own source against them.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
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The slide outlines a legal framework for contract interpretation, specifically referencing Sattva, Ledcor, and Sabean cases.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit
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The slide discusses legal interpretation of insurance contracts and outlines specific contractual disputes.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit
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Legal analysis of a specific contract dispute involving 'Carrier Fund' and 'Fund Value' accounts.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness1 hit
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The slide functions as a legal brief excerpt, using specific contract clauses and numerical projections to argue against ambiguity.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
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Includes legal citations and references to Canadian law (Ledcor, Sabean, contra proferentem).Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
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This is a short-seller research note attacking the legitimacy of a company.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
03
Discusses Sino-Forest, SEC regulatory failures, and TAL Education Group.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
04
The slide uses a 'fraud playbook' narrative, comparing the subject to Enron's asset parking schemes.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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TAL Education Group (TAL)TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses a narrative timeline to expose potential fraud and misrepresentation regarding VIE agreements and investment amounts.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Includes detailed footnotes regarding accounting practices (ASC 805) and specific CFO commentary.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses a specific legal case (2017 粤 01 民终 18443 号) to contradict claims of asset disposal.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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The slide uses forensic accounting analysis to challenge the veracity of corporate financial disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
03
The slide uses these disclosures to set up a common-size model analysis that implies offline enrollment declines.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
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This slide presents a mathematical sensitivity analysis for a financial model.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
07
This slide uses a narrative of 'silence as admission' to imply the company was aware of the analyst's findings and chose to suppress them.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
07
The slide details a forensic accounting attempt to reconcile reported figures, concluding that management's representations are mathematically inconsistent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Analogy1 hit
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The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
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The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Iceberg1 hit
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The slide uses a 'Check' table format to highlight negative financial indicators (FALSE, negative percentages) as evidence of potential fraud or misrepresentation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit