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Matching slides 18,554
Current window 11,671-11,700
Pages 619
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11,671-11,700 of 18,554
05
This is a text-heavy research note page focusing on forensic accounting and management credibility.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The text highlights potential financial irregularities and management's failure to address them.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
08
Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
09
The text serves as a forensic accounting critique of AMT's international acquisition practices, specifically alleging potential fraud or inflation of purchase prices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
This is a page from a Muddy Waters research report, likely a short-seller thesis.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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 Moment1 hit
17
The slide focuses on the governance history of AMT, specifically highlighting the roles of CEO Jim Taiclet and EVP William 'Hal' Hess during the 2006 backdating scandal.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
19
The slide critiques the accounting treatment of tower assets, specifically questioning why they remain on the balance sheet despite being sold.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
33
The slide functions as a critical research note challenging management assertions and market consensus regarding the Indian telecom infrastructure market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
50
The slide uses a structured argument format with three distinct headers followed by supporting evidence and citations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
51
The slide explains the shift from 'coverage' phase to 'capacity' phase in wireless infrastructure, arguing that this evolution reduces the need for multiple equipment generations on towers, thereby impacting amendment revenue.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
52
The slide uses a combination of technical arguments and a bar chart comparing mobile vs. Wi-Fi data consumption to support the thesis that Wi-Fi is a superior, disruptive technology.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
54
The text argues that AMT's business model is threatened by technological shifts toward Wi-Fi and small cells, which offer lower-cost alternatives to traditional tower infrastructure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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 Victory1 hit
68
The slide functions as a critical investment research note warning shareholders about potential risks in AMT's M&A strategy.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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 1 hit
71
The slide is a text-heavy page from a research report, citing various international examples of regulatory and operational challenges.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
99
Includes operational metrics (towers, tenants), revenue drivers, CPI/FX assumptions, P&L summary, and capital expenditure projections.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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 1 hit
113
The slide critiques the company's accounting adjustments, specifically the add-back of depreciation, arguing that tower assets have a finite useful life and thus depreciation is a real economic cost.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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 Moment1 hit
73
The text appears to be an excerpt from a larger research document or report.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
77
The text below the table provides a qualitative and quantitative assessment of the operational difficulties in Uruguay compared to New Zealand.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
78
The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
81
The slide functions as a critical investigative note, using external citations to challenge corporate risk management decisions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
86
The slide serves as a case study in poor due diligence, specifically focusing on the QCH acquisition and the subsequent loss of water rights from Twynam.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
88
This is a research note page focusing on due diligence and skepticism regarding a corporate announcement.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
92
The slide uses a narrative structure to draw parallels between Enron's past behavior and Olam's current actions, specifically highlighting the contradiction between public ethical posturing and private misconduct.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
93
Includes allegations of corporate misconduct and detailed breakdown of recovery assumptions for PP&E and other assets.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
04
The slide uses a skeptical tone to challenge management's claims regarding project costs and financial reporting.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit