Matching slides 18,554
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12,211-12,240 of 18,554

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The slide uses a combination of a data table, photographic evidence, and a transcript of a field interview to expose data discrepancies.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
23
The slide uses a chat transcript and a table of data across five cities to demonstrate the 'clone store' phenomenon.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
35
The slide highlights a discrepancy between claimed figures and official government registration data for BEKE's Shanghai entities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide uses a combination of narrative text and a table excerpt from a SEC filing to build a case for data manipulation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
37
The slide uses a table to contrast official SEC claims with SAIC data to allege fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
40
Includes a critique of reported agent numbers and a stacked bar chart showing the composition of full-time vs. dispatched workers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
43
The slide presents corporate registry data to argue that Tianjin Yunju was a proxy entity for BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
46
The slide uses a quote-like structure to frame the critique of the acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
65
Includes detailed calculation tables for transaction estimates in specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The table includes city-level transaction data and GTV estimates, with a final adjustment calculation at the bottom.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
70
Includes specific footnotes referencing BEKE 20-F and F-1A filings.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
This is the cover/introductory page of a short-seller research report by Muddy Waters.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
03
The slide includes a strong introductory paragraph framing the report as an expose of fraudulent accounting and governance failures.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
11
The slide highlights discrepancies in financial reporting between different versions of prospectuses.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
15
The chart uses a 'Rule of 120%+' framework to compare EBITDA margin vs. revenue growth.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
21
Contains extensive footnotes citing former DLocal executives and public data sources.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
23
Contains extensive footnotes referencing primary sources and DLO filings.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
24
The slide uses qualitative expert testimony to contrast DLocal's volume-chasing strategy with Ebanx's profitability-focused approach.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
25
Includes primary source interview transcript and secondary source citation from a 2021 investment bank report and Brazil Central Bank study.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
02
This is a text-only research note slide. It functions as a critique of the company's communication strategy, framing their verbal denials as evasive and incriminating.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Critique of dLocalLoop · Cost Of Inaction1 hit
03
The slide provides a narrative analysis of financial data points (investments, losses, equity changes, debt increases) to support a thesis about asset harvesting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Background Research1 hit
10
The slide uses a transcript format to expose a discrepancy in loan figures ($140M vs $340M) provided by HASI investor relations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
11
The slide is a transcript of an interview with a former HASI executive, focusing on financial engineering and potential accounting/valuation concerns.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
04
The slide uses a combination of expert quotes, quantitative valuation adjustments, and a qualitative argument regarding ABS bankruptcy risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
10
Includes specific references to footnotes 19, 20, and 21. Contrasts RUN's accounting practices with Sunnova's.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
17
The slide serves as a methodological disclosure for financial adjustments made to the company's reported figures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit