slides · global inventory
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Matching slides 118,471
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16,981-17,010 of 118,471
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Research note from Muddy Waters, LLC dated September 6, 2013.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
72
The slide functions as a critical disclosure page, highlighting potential governance issues and competitive threats.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
76
The text argues that the era of rapid revenue growth from network upgrades is ending for tower operators.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
77
The slide details a 9.5% discount factor used for the DCF analysis.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
78
The table highlights specific cells in yellow, likely indicating a base case or target valuation range.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
109
The table provides a comparative analysis of cost of debt, tax rates, and equity risk premiums across 10 countries.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
113
The slide critiques the company's accounting adjustments, specifically the add-back of depreciation, arguing that tower assets have a finite useful life and thus depreciation is a real economic cost.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
115
The text critiques the reliability of AFFO as a comparative metric for AMT due to non-standardized calculation methods and uncounted cash outflows.American Tower (AMT) · Carson C. Block
Research note Short seller 3 hits
06
The slide uses a forensic accounting approach to expose the discrepancy between reported revenue and actual business operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
07
The slide uses forensic accounting logic to expose inconsistencies between SAIC filings and NQ's public claims.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
17
Includes a network diagram of individuals and entities, followed by anecdotal evidence of personal relationships and a failed attempt to use the company's payment portal.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
38
The slide uses data to cast doubt on NQ's reported revenue and market strength, specifically contrasting US retail presence with reported ARPU.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
41
The slide uses anecdotal evidence and visual proof to undermine the credibility of the company's operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
50
The slide uses a corporate structure diagram to illustrate the complexity and potential for fund diversion in VIE structures.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
53
The slide argues that NQ Mobile's cash claims are inflated and that acquisitions are used to launder money back into the company as fake revenue.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
60
The slide highlights a specific accounting manipulation where R&D expenses increased by 10x during consolidation.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
74
The slide documents specific security vulnerabilities related to unencrypted HTTP traffic and data exfiltration to third-party providers like TalkingData and NetQin.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data3 hits
76
Includes Python code snippet for decryption logic.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Appendix Data3 hits
81
This appears to be a concluding page of a security research report detailing a specific exploit path.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 3 hits
02
This is a research note from Muddy Waters, LLC, focusing on forensic accounting/short-selling research.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
04
The slide uses a 'fraud-exposure' framework to systematically dismantle management's narrative.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment3 hits
05
This is a forensic research note exposing financial inconsistencies and alleged fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
06
This slide is part of a series of 'lies' identified by Muddy Waters regarding NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
07
Includes a transcript of a call between MW and Alipay customer service to verify the partnership claim.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
09
The slide presents evidence of corporate fraud allegations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Struggle (Muddy Waters' investigation)Loop · Cost Of Inaction3 hits
02
This is a short-seller research note page exposing a specific company's fraudulent business practices.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
03
The slide uses a screenshot of a website and a photo of an office lobby to contradict a corporate claim.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
06
The slide uses a forensic approach to highlight inconsistencies in corporate disclosures.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
11
The slide serves as an external validation of the research note's thesis by citing a third-party investigative report.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
12
The text functions as a forensic investigation into a potential shell company, highlighting discrepancies in the manager's knowledge and the company's actual operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits