slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 12,001-12,030
Pages 619
Rows per page 30
Component
12,001-12,030 of 18,554
05
The slide uses a 'fraud-exposure' or 'preempt_rebuttal' logic to discredit management's TAM claims by recalculating the patient population using Medicare data.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
06
The slide uses a calculation to challenge management's market sizing claims, citing external sources to validate the author's estimate.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
11
The slide uses a narrative structure to highlight management's shifting market size estimates and questions the validity of external research sources.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
12
The slide highlights factual errors and misinterpretations in a WinterGreen Research report.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
14
The slide includes a screenshot of an Inogen investor deck page, which the author is critiquing for misrepresenting WHO data.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
17
The slide uses a skeptical tone to deconstruct the math behind a company's market sizing claims.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
21
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 1 hit
24
The charts are empty placeholders, likely indicating missing data or a template structure. The core argument is a critique of management's narrative regarding margin pressure.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
25
The slide uses a competitive table to highlight the price disparity between Inogen and Chinese alternatives.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
06
This is a text-heavy research note page, likely part of a short-seller report.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
22
The slide uses a forensic accounting argument, citing SAIC filings and historical patterns of Chinese corporate fraud to build a case for financial manipulation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
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 Inaction1 hit
25
The slide details the methodology for verifying financial amendments by comparing SAIC filings against third-party credit reports.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
27
Includes specific references to footnotes 67 and 68.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
30
Includes detailed footnotes regarding accounting practices (ASC 805) and specific CFO commentary.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
37
The slide presents qualitative evidence (interviews) to contradict a narrative of acquisition, suggesting the business remained under the TAL brand.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
38
The slide uses interview transcripts and SAIC filing discrepancies to challenge the narrative of an acquisition.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
39
The slide uses a comparison of two tables to show the reduction of learning centers in Guangzhou, supporting the argument of a 'short leash' control strategy.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
40
The slide uses a specific legal case (2017 粤 01 民终 18443 号) to contradict claims of asset disposal.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
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 Inaction1 hit
50
The slide includes a footnote explaining the historical context of the website and the company's former ticker symbol (XRS).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
Includes footnotes 126, 127, 128 explaining the corporate naming history and the source of the job posting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
This is a text-heavy research note page providing forensic accounting analysis.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Contains specific transaction amounts (604,350 RMB, 195,700 RMB, 16.5%) and signatures from July 13, 2015.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
02
This is a research note/investor letter. It uses aggressive, confrontational language to frame the company's management as fraudulent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
07
Includes detailed footnotes regarding revenue sources and tuition assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
04
The slide uses a common-sizing approach to demonstrate the mathematical inconsistency in reported growth figures.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
04
The slide uses a 'reconciliation' approach to test management's claims against a system of equations derived from historical disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Aha Moment1 hit
08
The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
09
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 · Iceberg1 hit