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 12,181-12,210
Pages 619
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12,181-12,210 of 18,554
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The slide uses a comparison to Luckin Coffee to frame the nature of the alleged fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
06
The slide includes a diagram of the BEKE platform architecture and a detailed text description of the data collection and verification process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a combination of a revenue bridge table and a city-specific commission discount table to argue for systematic revenue inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
03
This is a page from a short-seller research report. It uses a bulleted list to summarize key points of contention.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
05
The slide functions as a critical research note debunking company claims regarding market size and product demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Preempt Rebuttal1 hit
06
Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The slide uses inventory turnover and production capacity data to challenge the company's narrative regarding production bottlenecks and partnership demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
10
The slide is part of a short-seller report (likely) critiquing Danimer Scientific's marketing claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
11
The slide functions as a short-seller research note, highlighting operational inconsistencies and potential management deception.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
12
Uses a pop-culture reference (Chappelle's Show) to frame the critique of corporate management.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
14
This is a text-heavy research note page containing critical due diligence findings on Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
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The slide discusses the limitations of compostable plastics in waste streams, the high cost of PHAs compared to PLA/traditional plastics, and the policy shift toward reduction and reuse.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
10
The slide details specific financial transactions involving 'Replacement Loan' and 'HA Helix LLC' to argue that HASI engaged in circular debt recycling to inflate operating cash flow.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
11
The slide uses a forensic accounting approach to highlight potential misclassification of investment proceeds and interest payments.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
15
The slide provides a detailed breakdown of income adjustments and methodology for calculating non-cash income inflation.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
17
This slide functions as a forensic accounting critique, highlighting potential aggressive revenue recognition.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
18
The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
23
The slide uses a forensic accounting approach to challenge the company's non-GAAP metric.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
27
The slide contains a balance sheet and income statement summary for specific entities, followed by a critical analysis of hedging losses and their impact on financial performance.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
02
Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)1 hit
05
This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
04
This is a text-heavy research note page acting as a rebuttal to company management's defense.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
54
The slide uses a forensic accounting/investigative research tone to expose alleged fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide uses legal documentation to frame a narrative of corporate malfeasance and financial manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
This slide functions as a forensic accounting narrative, citing specific SEC filings and financial restatements to support allegations of fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
The slide uses a before-and-after comparison of a user profile to highlight potential manipulation of platform statistics.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
The slide uses investigative findings to challenge the nature of Bigo's PRC revenue, attributing it to specific apps rather than general Bigo Live usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
66
Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
69
Includes detailed footnotes regarding Sensor Tower's data collection practices.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit