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This is a text-heavy research note page. It includes specific allegations regarding the Site Sharing transaction and cites analyst reactions.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
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Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
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This is a text-heavy research note page detailing grievances against AMT management.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction3 hits
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The text serves as a forensic accounting critique of AMT's international acquisition practices, specifically alleging potential fraud or inflation of purchase prices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment3 hits
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The slide uses a scatter plot to visualize acquisition costs, then transitions into a forensic accounting narrative to challenge the disclosed purchase price.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment3 hits
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The slide uses visual evidence (Google Maps Street View) to cast doubt on the legitimacy of an appraisal firm.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment3 hits
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The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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The slide argues that AMT is booking loan repayments as rental revenue, creating tax and EBITDA reporting issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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The slide highlights a discrepancy between analyst models (which lack FX forecasts) and actual market movements in currencies like the Indian Rupee and Brazilian Real.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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Includes a table of international M&A performance metrics and qualitative commentary on the Indian telecom market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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Contains footnotes 66-71 referencing specific market data and news sources.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
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The slide discusses structural integrity issues of acquired towers and the financial impact of BRL depreciation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide functions as a critical research note detailing specific regional operational risks for AMT.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide contains two distinct sections: a valuation summary table for Ghana and a narrative analysis of the German market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide uses a honeycomb diagram to represent a homogeneous network structure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide uses a structured argument format with three distinct headers followed by supporting evidence and citations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide includes two line charts showing market trends in India and text discussing the impact of VOIP/softphones on the telecommunications industry.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide uses a narrative of 'opacity' and 'leverage' to frame AMT's business model as vulnerable to landlord negotiations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The text discusses specific mechanisms of profit repatriation (loans, management fees, dividends) and mentions SOFOMs in Mexico as a case study.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
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The slide critiques AMT's investment logic, suggesting that their acquisition multiples are unsustainable and that their deal-making process is flawed.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
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Includes detailed footnotes referencing SEC filings and news sources.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
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The slide functions as a critical investment research note warning shareholders about potential risks in AMT's M&A strategy.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
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This page is a research note excerpt focusing on financial and operational discrepancies in Olam's projects.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
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The slide functions as a critical investigative note, using external citations to challenge corporate risk management decisions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
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The text highlights failures in Olam's China initiatives, contrasting them with the company's stated goals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
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The slide uses a skeptical, narrative-driven tone to critique Olam's management and project viability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
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Includes allegations of corporate misconduct and detailed breakdown of recovery assumptions for PP&E and other assets.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory3 hits
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The slide uses a skeptical tone to challenge management's claims regarding project costs and financial reporting.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal3 hits