Matching slides 110,471
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70,381-70,410 of 110,471

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This is an activist investor letter (Muddy Waters) demanding transparency on specific historical transactions.CPI Property Group (CPIPGR) · Carson Block
Shareholder letter Short seller Beat · ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a combination of quantitative data (percentages and store counts) and qualitative field research to expose fraudulent reporting practices.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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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
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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
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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
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The slide includes a strong introductory paragraph framing the report as an expose of fraudulent accounting and governance failures.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
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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
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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
46
The slide uses a combination of financial analysis and personnel tracking to cast doubt on company stability.dLocal (DLO) · Carson Block
Research note Short seller 1 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
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The slide uses a callout box for trial results and follows with a critical analysis of anemia as a side effect.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
33
Poster format including background, baseline/safety data, efficacy results, and conclusions.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
Includes detailed diagrams of disease pathophysiology and clinical trial design.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
09
The slide uses a table to adjust reported revenue and then provides a qualitative argument citing FASB standards to challenge the company's accounting method.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide highlights a discrepancy in accounting treatment between two joint ventures to suggest financial manipulation.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
02
The document is a short-seller research report.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller 1 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
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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
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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
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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
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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
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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
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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
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Page 27 of 32Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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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
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
02
This is a research note page critiquing a company's investor disclosures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
04
The document structure suggests a forensic accounting or short-seller research report.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Call1 hit
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The slide highlights potential misappropriation and conflicts of interest in property transactions.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide sets up a 'before/after' or 'reality vs. representation' critique typical of short-seller research notes.Vivion Investments · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit