slides · global inventory
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Matching slides 118,471
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8,641-8,670 of 118,471
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Uses a CEO quote to contrast with the bar chart data, demonstrating a failure to meet stated goals.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
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The slide uses investigative research to debunk claims made by Chairman Cheng regarding the legitimacy of certain license plates.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment4 hits
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This is a research note from Muddy Waters Research dated February 3, 2011.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 4 hits
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The slide uses a narrative structure to systematically dismantle the company's claims using two primary arguments: the advertiser kit data and the 2008 CTR report inaccuracies.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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The slide uses primary research (surveys) to discredit the company's claims about its client base.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 4 hits
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This is a page from a Muddy Waters research report, specifically focusing on forensic accounting discrepancies.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Struggle4 hits
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This is a research note from Muddy Waters Research regarding DGW Langfang.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
01
The document lists five candidates despite the title claiming six nominations.Dye & Durham Limited (DND) · Engine Capital LP
Press release Activist investor 4 hits
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This is a standard activist investor press release structure.Parkland Corporation (PKI) · Engine Capital
Press release Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction4 hits
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Uses a bar chart to compare historical performance against recent performance and mid-term targets to refute management's narrative.Smiths Group plc (SMIN) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter4 hits
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The slide uses a series of investigative claims to challenge the company's public disclosures, supported by footnotes referencing SEC filings and analyst conversations.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
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The slide uses a sarcastic title to frame the impossibility of the company's claims.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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The slide uses a forensic accounting approach to expose a 'capital hole' in the company's reported financials.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
33
The slide discusses valuation methodology and risk adjustments, specifically questioning the impact of systemic fraud on discount rates.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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This is a text-heavy research note page focusing on corporate governance and potential fraud/undisclosed conflicts of interest.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The MonsterLoop · The Reveal4 hits
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The slide uses a Q&A format to highlight red flags in a potential investment.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof4 hits
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This is a page from a Muddy Waters research report exposing potential fraud at ONP.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Iceberg4 hits
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This is a research note from Muddy Waters, LLC, exposing potential fraud at Orient Paper, Inc.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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This is a page from a Muddy Waters research note exposing potential financial irregularities at Orient Paper, Inc. (ONP).Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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The slide uses a forensic accounting approach to highlight discrepancies between SEC filings and PRC tax/audited filings.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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The text uses investigative due diligence to challenge the validity of ONP's reported customer revenue.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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This is a research note from Muddy Waters, LLC, focusing on corporate governance and accounting transparency issues.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
02
This is page 2 of a shareholder letter. It focuses on fiduciary duty, conflicts of interest (Michael Patrick), and lack of strategic direction.UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Pattern Hunter4 hits
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The slide uses investigative research to contradict company-reported customer relationships and revenue figures.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
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The slide uses a series of 'X relationship is fabricated' headers to structure the evidence against the company.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
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The slide uses investigative research to discredit the company's reported revenue and operational success.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Struggle4 hits
02
The slide uses a combination of bar charts to show forecast vs reality and a table to show relative shareholder returns.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter4 hits
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Includes a valuation table and a footnote detailing forecast assumptions.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Cost Of Inaction4 hits
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The slide uses a combination of a performance table and qualitative narrative to argue for management failure.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
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This is a continuation of a shareholder letter, focusing on governance and compensation reform.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade4 hits