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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 12,121-12,150
Pages 619
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Component
12,121-12,150 of 18,554
02
This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal rights case.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
04
The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
08
The slide uses a table to highlight specific asset categories and narrative text to critique the company's reporting practices.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
09
The slide uses a combination of a data table to show accounting manipulation and narrative text to critique the valuation of a specific asset (Petersen).Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
10
This page functions as a rebuttal to Burford's narrative, specifically challenging their legal interpretation of YPF bylaws, their operational competence, and the legitimacy of their asset sales.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
12
Contains detailed footnotes referencing former executive interviews and methodology for calculating revenue-sharing obligations.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Appendix with Data1 hit
14
The slide uses a 'villain_critique' tone, specifically targeting EHTH management's credibility and accounting practices.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
05
The slide uses a critical tone to argue that EHTH is pulling forward future revenue to inflate growth metrics, contradicting management's public statements.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
06
Includes a detailed table showing quarterly churn metrics from FY16 to 1Q20.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
The slide presents a Q&A transcript between an interviewer and a former manager, alleging that GSX has operated a bot farm since 2015 to simulate student activity.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
12
The text describes a 'wash trading' or 'round-tripping' scheme where ad spend is converted into fake revenue via bot accounts.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
13
Includes a description of a 'brushing' model involving round-tripping RMB 1,000,000 for ad placements.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
15
Document appears to be a standard legal disclosure or registration form for a security interest.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
16
Document appears to be a page from a legal charge or security agreement prepared by Walkers.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
02
This is a research note from Muddy Waters Research regarding GSX Techedu.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
The slide uses a logical argument structure to dismantle the counter-party's claims regarding user behavior and operational transparency.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
06
The slide uses a 'cut-out' style box to mock a potential management response to the evidence presented.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
04
The text serves as a research note exposing potential flaws and hidden costs in MPLN's business model, supported by interviews with former executives.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
05
The text highlights a contradiction between MPLN's claims and executive feedback regarding their payment integrity capabilities.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
02
This is a research note from Muddy Waters Capital regarding NMC Health, focusing on financial irregularities and potential fraud.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses investigative research to highlight potential conflicts of interest and undisclosed debt structures.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
03
This is a text-heavy research note page, likely part of a short report.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The slide uses a red box and callout to highlight missed clinical trial milestones.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
15
The text uses a sarcastic analogy (Jaguar missing wheels) to critique the company's own marketing materials.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
19
The slide uses a narrative structure to dismantle the credibility of 'Analyst A' by comparing their projections against company guidance and industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
22
The slide argues that library size is not the primary driver of commercial success, contrasting PeptiDream with more focused competitors.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit