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Matching slides 118,471
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76,621-76,650 of 118,471
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 Hunter1 hit
09
The slide is a direct excerpt from financial statements (Note 17).dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
10
The slide uses a 'fraud-exposure' framework to contrast initial loan agreements with subsequent, contradictory disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
13
Contains two Citi Funds Transfer records with payment amounts of 11,026,599.00 and 20,478,843.00.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
15
The chart uses a 'Rule of 120%+' framework to compare EBITDA margin vs. revenue growth.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
19
The table highlights the shift toward low take-rate cohorts and the impact of large clients like Google on profitability.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
31
The slide presents a forensic accounting reconciliation table to support an allegation of financial impropriety.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
32
Includes explanatory footnotes detailing specific balance sheet movements related to merchant funds and receivables.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
33
The slide highlights potential risks of fraudulent financial reporting and co-mingling of client and company funds.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
39
The slide uses a comparative analysis between Wise Plc and DLO to highlight potential accounting irregularities at DLO.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
42
The slide uses Wayback Machine screenshots to demonstrate historical growth.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
45
Includes a table detailing specific share sales by management executives.dLocal (DLO) · Carson Block
Research note Short seller 1 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
01
Sunrun Inc. (RUN)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
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
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
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
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
01
Page 1 of 2Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Disclaimer1 hit
09
The table includes columns for portfolio, date acquired, contribution methodology, seller, number of properties, total purchase price, acquisition financing, equity value, SHL portion of EV, and common equity portion of EV.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
11
Contains two tables detailing portfolio metrics including vacancy rates, market value, and net initial yields.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
The slide aggregates disparate data points from financial statements, presentations, and prospectuses to support an argument about overvaluation.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
16
This is a legal document (Liste der Gesellschafter) showing the cap table structure at the time of incorporation/renaming.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
17
Source: Drastemo Limited (Cyprus), Republic of Cyprus Companies SectionVivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
18
Contains two figures: Figure 1 (Dorata Limited loan table) and Figure 2 (Vivion shareholder loan structure diagram).Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
19
The table lists 12 entities across Cyprus and Germany with varying ownership stakes.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
23
The document shows two share transfer entries to ECOMONDUS LIMITED, dated 11/02/2019.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
24
Form shows transfer of 50 shares from KKLAW NOMINEES LIMITED and NDOLAN LTD to ECOMONDUS LIMITED on 11/02/2019.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit