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Matching slides 118,471
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16,921-16,950 of 118,471
22
The slide uses a narrative about a BOC scheme to frame the argument that EDU's decreasing audit fees despite company growth are suspicious.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction3 hits
23
The slide uses a highly unconventional, provocative tone, blending financial analysis with pop culture references to allege potential obfuscation of share ownership.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction3 hits
24
The slide uses a narrative structure to link geopolitical pressure with questionable financial decisions by the company.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction3 hits
25
The slide uses a table to demonstrate that dividends are funded by capital raises rather than operational cash flow, supporting a fraud-preemption thesis.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction3 hits
32
The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth3 hits
42
This is a legal contract template page.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 3 hits
43
This appears to be a page from a legal contract or partnership agreement.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 3 hits
48
Legal document excerpt detailing compliance requirements.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 3 hits
61
Bilingual regulatory translation documentNew Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 3 hits
63
This is a page from a legal or financial research report containing bilingual regulatory citations.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 3 hits
06
The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster3 hits
11
The slide uses a table to demonstrate how NCAG inflates earnings and masks underlying performance, drawing a parallel to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
15
Includes footnotes referencing DLH annual reports.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
16
Includes two tables: one detailing DKK million assets/liabilities and another detailing historical margin account assets/liabilities in S$ '000s.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
19
The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
26
Uses the Enron 'black box' analogy to frame Olam's investment risk.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
27
This page is a text-heavy research note detailing why Olam is difficult to model, citing analyst estimate variance and opaque accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
29
The slide uses financial data to highlight lack of correlation and volatility, suggesting aggressive accounting or transfer pricing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
33
The slide uses a skeptical tone to challenge management's explanations for accounting discrepancies, framing them as potential indicators of fraud or incompetence.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
48
The slide highlights a suspicious accounting reclassification of assets and its impact on income statements.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
49
The text uses strong, emotive language ('degenerate gambler', 'delude others') to characterize management's financial strategy.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle3 hits
51
The slide uses a forensic accounting approach to identify discrepancies in financial reporting.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
53
This slide serves as a forensic accounting critique of Olam's acquisition practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
61
Includes a screenshot of a financial table with a 'Certified' stamp overlay and a table showing negative cash balances.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
62
The slide presents two tables: 'Crown Flour Mills Cash Flows' and 'CFM Cash Balances'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
68
The slide uses two tables to contrast book value vs. assessed value, suggesting Olam may have manipulated asset valuations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
70
The slide highlights a significant discrepancy between assessed property values and company-claimed values, alongside qualitative reports of unprofessional management.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
75
The slide uses a critical tone to highlight management's failure to execute on synergies and the questionable nature of their acquisitions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
76
The slide features a specific line item in a financial table that explicitly labels a depreciation adjustment as a 'fudge'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
78
The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits