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This is a research note from Muddy Waters regarding China MediaExpress Holdings, Inc. (CCME).China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
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This is a text-heavy rebuttal slide responding to a short-seller report (Muddy Waters).China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · The Reveal3 hits
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The slide uses a comparison of two tables to demonstrate that the Muddy Waters data does not match the company's internal records.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · The Reveal3 hits
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The slide uses a structured 'Allegation vs. Fact' format to systematically refute claims.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal3 hits
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The slide uses a 'fact vs allegation' structure to refute claims made by a short-seller report.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal3 hits
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This is a short-seller research note from Muddy Waters Research.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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Muddy Waters Research report page 8.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses photographic evidence to support the claim that CCME equipment is installed alongside, and often overridden by, third-party DVD players.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a primary research survey of media buyers to highlight a lack of market awareness for CCME, suggesting potential financial misrepresentation.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 3 hits
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Research note from Muddy Waters regarding CCME's alleged misrepresentations.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 3 hits
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Muddy Waters research note format; contains footnotes referencing specific company filings.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 3 hits
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China MediaExpress Holdings (CCME)China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 3 hits
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The slide is a continuation of a research note, focusing on forensic accounting discrepancies.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
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The slide uses a map to highlight the discrepancy between reported distributor counts and actual findings in the Shanghai region.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Anchor3 hits
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The slide uses a series of numbered points (II, III, IV) to build a case against the subject company's transparency and financial reporting.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Expose Contradiction3 hits
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This is a page from a short-seller report (likely Muddy Waters or similar) questioning the financial integrity of SPRD.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Expose Contradiction3 hits
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This page functions as a forensic narrative, using footnotes to substantiate claims of operational failure and financial mismanagement.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a combination of quantitative data (table) and qualitative evidence (quotes from annual reports and a termination letter) to highlight discrepancies in the EJV's operations.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a list of 'did not' statements to emphasize the lack of substance in the transactions.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a process diagram to illustrate the circular nature of the AI transactions, labeling them as 'Phantom Trees' and 'Phantom Money'.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The text describes a pattern of related-party transactions and potential circular fund flows between TRE and Hongji.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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Includes a business card for Lei Guangyu as context for the investigation.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide serves as a forensic audit note, highlighting a potential $800 million overstatement in reported purchase values.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses a photo of a dilapidated building to visually suggest a lack of legitimate operations, contrasting with the financial claims.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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The slide uses footnotes to cite specific pages of the Poyry report to undermine the credibility of the valuation.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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This is a research note from Muddy Waters Research exposing potential accounting fraud.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
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This slide is from a Muddy Waters research report exposing a potential fraud or governance issue.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
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The slide highlights a $156.5 million payable to Rino International that is flagged as problematic and subject to elimination.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
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The slide uses a forensic accounting approach to highlight potential fraud by comparing inventory advances to raw material consumption.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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This is a research note from Muddy Waters Research exposing potential fraud or misrepresentation by RINO.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Victory3 hits