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The slide uses a provocative title to frame the thesis of a short-seller report.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller 4 hits
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Includes a table of Quanzhou provident fund participants and a table of SAIC registered capital changes for Guangzhou Anda Trade Development Co.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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Includes images of an ID card and an SAIC registration change notice.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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The slide uses a photo and a quote from a media source to link an individual to ANTA management, supporting an investigation into corporate control.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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Includes a transcript excerpt from an investigator interview and references to SAIC filings and ANTA prospectus.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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Includes a photo of a meeting, a Chinese text excerpt, and an interview transcript snippet regarding Su Weiqing and the Beijing subsidiary.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
38
The slide uses investigative research to link specific individuals (Mr. Hong Yanqing, Mr. Lin Sankuang) to ANTA leadership, suggesting they act as proxies for the company.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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The slide uses a screenshot of a Weibo profile to link a specific individual to a distributor, supporting the argument of hidden related-party transactions.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
87
The slide uses a Q&A transcript to expose a potential governance contradiction regarding ANTA's control over its distributors.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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Uses legal concept 'Mens Rea' to frame corporate actions as intentional fraud.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · The Monster4 hits
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The slide uses a Q&A transcript to highlight a contradiction between management statements and alleged business practices.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal4 hits
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The slide uses a specific case study (Napo) to illustrate accounting manipulation and unethical management practices.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
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This is a research note page focusing on financial reporting discrepancies and potential investor deception.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
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The slide uses a combination of forensic accounting analysis and governance critique to build a case against the company's transparency.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction4 hits
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This is a text-heavy research note page critiquing management's TAM methodology and financial reporting.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 4 hits
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The slide uses a table to demonstrate a -2.6% CAGR in the oxygen therapy patient population, directly challenging management's claims of 7-10% growth.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 4 hits
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The slide uses a table to illustrate the 'Sell-Side Capture' and the questionable assumptions behind INGN's market growth projections.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 4 hits
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The slide argues that INGN is approaching revenue saturation based on unit sales projections and replacement cycles.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 4 hits
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The slide explains the mechanics of the LICAT ratio and applies it to a hypothetical scenario involving a $45M earnings hit and $70M increase in required capital.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness4 hits
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Legal analysis of a specific contract dispute involving 'Carrier Fund' and 'Fund Value' accounts.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Loop · Expert Witness4 hits
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This is a page from a legal or research document (Page 25 of 26) containing numbered arguments and footnotes.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Impact & Next Steps4 hits
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Includes a WaybackMachine screenshot and a table of ICP registration data.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
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This is a page from a short-seller research report (Muddy Waters) alleging fraud at CIFS.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
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This is a page from a research report (short-seller style). It uses investigative narrative to expose potential malfeasance.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal4 hits
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The slide uses a forensic accounting narrative to challenge the legitimacy of TAL's financial reporting regarding Shunshun.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg4 hits
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The slide serves as a forensic accounting analysis identifying a specific 'Fraud Indicator'.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
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Includes a footnote reference (69) and a specific table comparing deferred revenue conversion rates.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
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The slide uses a series of logical arguments to challenge the validity of a corporate transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
03
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
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The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Iceberg4 hits