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Matching slides 110,471
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9,781-9,810 of 110,471
13
Includes a specific call to action for shareholders to vote against the compensation committee members.Multiple REITs (21 underperformers) · Land and Buildings
Research note Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction4 hits
23
China MediaExpress Holdings (CCME)China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 4 hits
24
The slide uses a hybrid approach of a map and two descriptive boxes to explain the sales structure.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 4 hits
02
This is a classic 'short report' style document, specifically using the 'expose_contradiction' function to challenge management's stated priorities versus their actions.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · Problem4 hits
02
This is a page from a shareholder letter by Engine Capital.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
49
The slide uses a 'fraud-exposure' framework to characterize standard corporate transactions as deceptive accounting practices.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction4 hits
44
The slide uses a critical tone to expose a pattern of failed investments linked to Silvercorp.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 4 hits
03
Includes a logo grid of companies where Engine Capital has negotiated board representation.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)4 hits
04
The slide uses a bulleted list to summarize the investment thesis against the Veritas offer.Houghton Mifflin Harcourt (HMHC) · Engine Capital
Activist deck Activist investor Beat · The Monster (Undervaluation)4 hits
05
The document structure suggests a highly critical, investigative research note (short-seller style).Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The Monster4 hits
14
The slide uses direct quotes from management to highlight a discrepancy between past optimistic outlooks and later financial actions.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal4 hits
31
The slide uses a series of bullet points to highlight specific financial red flags, supported by numerous footnotes referencing annual and interim reports.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory4 hits
03
This is a research note page focusing on credit risk, market rent comparisons, and management transparency.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction4 hits
13
The slide emphasizes the representativeness of the sample data and the use of external CRE databases to estimate property-level metrics like vacancies and cap rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction4 hits
29
The text details the forensic accounting process used to reconcile merchant-related cash flows from consolidated financial statements.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction4 hits
44
The text contains specific contractual clauses (1.2.2.2 to 1.2.3) regarding brand usage, territory authorization, and penalties for non-compliance.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 4 hits
50
Contains clauses 3.2.4 through 3.2.7 of a cooperative agreement.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 4 hits
04
This is a research note page detailing a sequence of events regarding NQ Mobile's audit status and management's misleading statements.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
16
The slide uses a series of bullet points to systematically dismantle NQ's narrative about Ms. Xu's departure and role.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 4 hits
02
This is a research note from Muddy Waters, LLC, acting as a short-seller report.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Monster (NetQin's alleged fabrications)Loop · The Reveal4 hits
36
This page is part of a larger investigative report (Muddy Waters Research) alleging financial manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle4 hits
65
The slide serves as a critical investigation into Olam's due diligence and post-acquisition management of SK Foods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory4 hits
02
The slide uses a metaphor of the Titanic heading toward an iceberg to describe Olam's fiscal situation.Olam International (OLAM) · Muddy Waters
Research note Short seller 4 hits
12
The slide uses footnotes to build a case of financial irregularity regarding the disposal of DFRL.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg4 hits
58
The slide functions as a forensic accounting analysis, using bullet points to detail suspicious financial patterns and operational discrepancies.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction4 hits
62
The slide contains footnotes referencing specific media sources for the claims made about Ströer and Media Ventures.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Appendix Disclosure4 hits
11
The slide uses a narrative structure to build a case of fraud/misrepresentation regarding the beneficial ownership of JFT.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The Struggle4 hits
05
The slide uses aggressive, activist-style language to frame the company's weaknesses.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique4 hits
01
The slide uses a 'fraud-exposure' narrative, citing specific investigative findings regarding shell companies, tax discrepancies, and related party transactions.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Aha Moment4 hits
103
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 4 hits