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11,941-11,970 of 18,554

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The slide uses a forensic accounting approach to challenge the validity of financial write-offs.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
The slide contains footnotes referencing ASC 330-10-35-7 and clarifying the definition of 'profitable' as EBIT margin.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
20
Includes footnotes 48-51 referencing SEC filings and SAIC data.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses financial data to cast doubt on reported margins and supports this with qualitative interview evidence regarding channel stuffing.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
24
The slide presents qualitative evidence of aggressive sales practices and potential revenue recognition issues.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
25
Includes extensive footnotes referencing SEC filings and accounting standards.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
26
The slide uses a 'villain critique' approach to undermine the credibility of the company's financial oversight.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
28
The slide uses a strong metaphor comparing the auditor's failure rate to Michael Jordan's basketball success.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
29
The slide uses a critical tone to challenge the 'secret sauce' narrative of Nidec's M&A, citing lack of transparency and declining efficiency metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
30
The slide uses a combination of anecdotal evidence (quotes from former employees) and hard financial data to challenge the company's narrative of successful M&A.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
32
The slide uses a historical corporate presentation as a primary source to expose misleading management commentary.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
35
The slide highlights a contradiction between management's stated policy and subsequent actions, supported by share repurchase data.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
39
Includes a manga-style illustration used by Nidec to promote the CEO's management philosophy.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
41
The slide uses a narrative structure to expose a shift in management philosophy and potential conflicts of interest.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
07
The slide uses external investigator reports and court judgments to challenge the company's narrative regarding its agricultural operations.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
The chart uses a dual-axis line graph to show trends in production, herd size, and feed availability. The text explicitly accuses the company of 'yield fraud'.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
The slide uses a combination of financial analysis and investigative research to allege fraudulent reporting practices.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
17
The slide details discrepancies between reported construction costs and actual observed costs, highlighting that many farms are built but not fully equipped for milking.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The text uses investigative research to highlight a discrepancy between public filings and actual construction costs.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
25
The slide uses footnotes to cross-reference financial reports with government records to suggest potential asset stripping or misrepresentation.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
30
The slide uses a 'fraud-exposure' framework to highlight the discrepancy between the company's reported financial health and the reality of its operations.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
35
The slide serves as a critical investigation into the company's financial health, highlighting the reliance on asset liquidation and high-cost debt.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
39
The slide uses investigative research to challenge the company's claims about operational efficiency and asset valuation.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
42
The chart uses a dot plot format to show two metrics over time; the text explicitly contrasts the management views of two companies.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
43
Includes Q&A regarding upstream farm capacity and cow herd reduction.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses expert interviews to undermine the company's credibility regarding farm quality.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
10
The slide uses a screenshot of a T-mall store page to highlight low monthly sales volume (826 units) as evidence against the company's claims.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
06
The slide uses a 'red flag' argument to suggest potential transfer pricing manipulation.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
08
Includes transcript of Q&A with CFO regarding Macau entities and analysis of Panjiva export data discrepancies.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The slide uses a table to highlight a 'Diff %' between reported sales and import data, framing the company's explanation as a 'nonsensical excuse'.Man Wah Holdings (1999.HK) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit