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21
Includes a price list table, a line chart comparing 2015 vs 2016 prices, and a text block explaining revenue growth.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
22
The author uses the table to cast doubt on management's narrative regarding volume growth by pointing to forex impacts.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
23
Includes a copy of a contractor price list as evidence of the price discrepancy.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
24
The slide uses a visual catalogue of product swatches to establish the product category before making a price comparison claim.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
25
The slide highlights the threat of low-cost IKEA alternatives to premium Caesarstone products.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
26
The slide highlights the 'elephant in the room' regarding unprovisioned class-action liabilities.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix DataLoop · Cost Of Inaction1 hit
27
The slide uses comparative financial analysis to argue that CSTE's reported figures are inconsistent with industry norms and competitor data.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
28
The text below the table argues that CSTE's maintenance capex should be similar to competitors due to shared machinery suppliers, but notes that it is not.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
29
Includes two tables (Figure 22 and 23) and qualitative analysis of EBITDA margins comparing CSTE and Silestone.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Appendix Data1 hit
31
The slide includes a red underline highlighting the 'Inmovilizado material' (PPE) line item for 2014.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
32
The slide uses a cash flow statement extract to highlight a discrepancy in capital expenditure, followed by a qualitative argument regarding maintenance costs and SEC scrutiny.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
34
Includes footnotes referencing external financial reports and prior research.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
36
The slide uses two pie charts to visually demonstrate the lack of significant growth in quartz market share, contradicting the company's narrative.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Loop · Mece Breakdown1 hit
37
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller Beat · Key Takeaways1 hit
38
The slide uses a chronological list format to contrast historical guidance with subsequent performance outcomes.Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
40
Caesarstone Ltd. (CSTE)Caesarstone Ltd. (CSTE) · 57_Viceroy_Research
Research note Short seller 1 hit
01
Slide 1
Includes a satirical painting of monkeys (simians) engaged in human-like activities, likely mocking the company's business model.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
03
This is a research note from a short-seller report.Quintis Limited (QIN) · Viceroy Research
Research note Short seller 1 hit
04
This is a short-seller research note highlighting corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
05
Includes a link to an external article on the risks of MIS and a footnote citation for biological claims.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
07
This slide functions as a 'villain gallery' or stakeholder mapping of entities involved in alleged corporate malfeasance.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Villain Critique1 hit
09
Includes a quote from Robert Maxwell and a specific excerpt from an accounting policy change.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide contains three distinct sections, each referencing a specific figure (6, 7, 8) and associated financial data points.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
13
The slide uses financial report excerpts to challenge the company's accounting treatment of land sales and receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
14
The slide uses a series of figures (14-17) to build a case of financial misrepresentation regarding 'Beyond Carbon' investment fund receivables.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
15
The slide uses financial note disclosures to argue that TFS is inflating asset valuations to offset bad debts.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
16
The slide uses financial disclosure excerpts to argue that the company's business model is potentially unsustainable, bordering on a Ponzi scheme.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
17
The slide uses investigative research to challenge the credibility of a counterparty.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
22
The slide uses a skeptical tone to discredit industry projections, citing a conference source and a comparative analogy to drug legalization.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses a bar chart to show historical price growth and a table to highlight the specific financial assumptions (e.g., 2% annual price escalation) that the author argues are economically illogical.Quintis Limited (QIN) · Viceroy Research
Research note Short seller Beat · Expose Contradiction1 hit