Matching slides 60,568
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Includes current market cap, enterprise value, and key financial metrics (Revenue, NOI, FFO, EPS) from 2017A to 2019E.Healthcare Trust of America, Inc. (HTA) · Ben Axler
Activist deck Short seller 3 hits
46
Contains two primary tables: '2015 Top Ten Programs Based On New Student Enrollment' and '2015 Revenues per Program Estimates'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
47
Contains two primary tables: '2016 Top Ten Programs Based On New Student Enrollment' and '2016 Revenues per Program Estimates'.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
48
Includes two primary tables: Top 15 programs by enrollment and 2017 revenue estimates by program, plus a summary table of revenues by school.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller 3 hits
12
Spruce Point Capital Management activist short report slide.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
30
The slide uses red boxes to highlight USCR's outlier status in three different comparative tables.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · Evidence3 hits
20
The slide uses data from an external survey to undermine the investment thesis for iRobot (IRBT).iRobot Corp (IRBT) · Spruce Point Management
Activist deck Short seller Beat · Expose Contradiction3 hits
15
The slide provides evidence of future progress payments for specific real estate units, sourced from realtor websites.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg3 hits
15
Includes a callout box explaining the specific adjustments to EBITDA and CFO guidance.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Solution (Provide relief)Loop · Hypothesis Test3 hits
53
The slide uses corporate registry data to challenge the independence of Anta distributors.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
59
The slide documents corporate links between entities, specifically identifying Ding Xiaozheng as a common representative.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
62
Includes English annotations for Chinese legal documents.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
63
The slide uses corporate registry data and interview transcripts to establish a familial and business connection between ANTA-related parties.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
08
Includes business registration info, shareholder list, and key personnel.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · The StruggleLoop · Expert Witness3 hits
18
The slide displays three separate tables containing registration data for REEDO Sports Products Limited, REEDO International Limited, and REEDO (HONG KONG) LIMITED.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Appendix DataLoop · Iceberg3 hits
43
The slide presents corporate registry data to argue that Tianjin Yunju was a proxy entity for BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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 Hunter3 hits
06
The slide uses tables to demonstrate that eHealth's churn assumptions imply unrealistically long customer lives, leading to an overstated commissions receivable balance.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In3 hits
13
The slide uses a forensic accounting approach to re-calculate unit economics, contradicting management's growth narrative.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Valuation TableLoop · Cost Of Inaction3 hits
19
Includes two tables calculating non-cash gains and one table showing historical securitization margins.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 3 hits
33
The slide presents evidence of aggressive share selling/pledging alongside compensation metrics that favor short-term EBITDA targets over cash-based performance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
10
The slide uses a series of logical deductions to expose potential financial fraud in related party transactions.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
15
The slide uses a deductive reasoning approach to isolate the impact of a specific contract on overall division margins.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction3 hits
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 Struggle3 hits
04
Includes three tables: BJ Lebai financials, monthly student enrollment projections, and a summary calculation of deferred revenue.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction3 hits
08
The slide uses forensic accounting analysis to flag potential irregularities in financial reporting.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal3 hits
27
Includes three distinct tables detailing portfolio assets and financial performance.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory3 hits
14
Contains two figures (Figure 1 and Figure 2) showing financial statement notes regarding group companies, intangible assets, and investment property.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction3 hits
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 Inaction3 hits
28
The slide uses data from three specific IP addresses (59.45.170.206, 59.45.170.213, 59.45.170.216) to show consistent gifting patterns to the same performers.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits