slides · global inventory
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Matching slides 118,471
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8,701-8,730 of 118,471
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The slide uses a skeptical, investigative tone to challenge management's narrative on international growth and capital allocation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment4 hits
13
The slide uses a bar chart to contrast historical cash injections with a large, singular 'Consideration Delta' in Q2 2011.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
16
The slide uses investigative journalism style to link a company (AMT) to potentially illicit actors and questionable internal governance.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
18
The text highlights a specific accounting discrepancy of 34 towers and $6-7 million between two companies, suggesting potential impropriety.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
20
This is a text-heavy research note page with extensive footnotes.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment4 hits
21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg4 hits
25
Includes a quote from Jay Brown (Crown Castle) regarding international market risk/reward.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg4 hits
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg4 hits
55
The slide provides a technical and market overview of small cell technology, including a photo of a device and deployment data comparing small cells to macro cells.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
59
The text discusses the strategic shift of cable companies into the wireless space via Wi-Fi hotspots to bypass expensive spectrum auctions.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
60
The slide discusses the impact of Wi-Fi based networks on traditional cellular infrastructure and highlights AMT's strategic missteps in the US market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
64
The slide uses a combination of industry expert quotes and analytical commentary to frame AMT's international strategy as value-destructive.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
70
The slide consists of four distinct paragraphs detailing specific regulatory disputes and legal precedents affecting AMT's infrastructure portfolio, followed by a list of footnotes.American Tower (AMT) · Carson C. Block
Research note Short seller 4 hits
73
This is a text-heavy research note page with extensive footnotes referencing specific economic data points for India, Brazil, and Colombia.American Tower (AMT) · Carson C. Block
Research note Short seller 4 hits
74
Includes a specific critique of analyst modeling transparency and management's lack of disclosure regarding international business.American Tower (AMT) · Carson C. Block
Research note Short seller 4 hits
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Page 82 of 118American Tower (AMT) · Carson C. Block
Research note Short seller 4 hits
108
Includes a specific formula for Country Total Equity Risk Premium and a table of WACC inputs for 10 countries.American Tower (AMT) · Carson C. Block
Research note Short seller 4 hits
112
The slide highlights a discrepancy between company reporting and industry standards, noting that NAREIT does not provide a single definition for AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 4 hits
03
The slide uses investigative research to link multiple entities to a single registered agent, suggesting a pattern of fraudulent activity.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Aha Moment4 hits
03
This is a classic short-seller research note (Muddy Waters style) exposing corporate malfeasance.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Villain Critique4 hits
09
The text highlights the discrepancy between NQ's claims about YDT's revenue contribution and the physical evidence of non-existent office operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
21
The slide uses field research/interviews to cast doubt on the legitimacy of the reported distribution network.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 4 hits
25
The slide discusses the volatility and regulatory risks associated with government grants, specifically EEGs in Nigeria and grant income in Gabon.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle4 hits
28
The slide uses a table to compare analyst estimates against management guidance to expose poor modeling practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle4 hits
55
The slide uses a combination of corporate reporting excerpts and investigative field interviews to build a case of asset obsolescence.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
66
The slide details the racketeering and fraud at SK Foods, providing context for Olam's acquisition strategy.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory4 hits
83
The slide uses expert consultation and industry yield data to cast doubt on the company's financial projections (IRR).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory4 hits
89
The slide functions as a critical due diligence review, highlighting potential project failure points and financial exposure.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory4 hits
94
This page provides the underlying valuation logic for a recovery analysis, specifically discounting various asset classes based on recoverability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory4 hits
02
This is a research note from Muddy Waters, LLC regarding Olam International.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits