slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 17,251-17,280
Pages 3,950
Rows per page 30
Component
17,251-17,280 of 118,471
19
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 · Iceberg3 hits
20
The slide presents evidence of active listings for stores that should have been closed, comparing transaction volumes against store averages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg3 hits
24
The slide uses a combination of quantitative data (percentages and store counts) and qualitative field research to expose fraudulent reporting practices.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
32
The slide uses screenshots of a government website to validate the discrepancy.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
33
The slide uses screenshots of agent profiles and registry data to contrast platform listings with actual employment status.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
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 Contradiction3 hits
41
The slide uses a table to calculate the percentage of dispatched workers and follows with a narrative account of a store visit to support the claim of fraudulent agent reporting.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
45
Includes a qualitative critique of the Shengdu acquisition citing an expert network interview.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
56
The table breaks down GTV, transaction volume, and commission rates for Lianjia vs. Connected stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
59
The table provides a granular breakdown of transaction counts, store counts, and pricing adjustments used to derive GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
64
Includes a sensitivity analysis regarding Shanghai transaction data and introduces a methodology for connected brokerages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
05
The slide uses a 'fraud-exposure' or 'expose_contradiction' framework to undermine the credibility of the company's financial disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter3 hits
17
The slide highlights a potential discrepancy in DLO's financial reporting and management commentary regarding take rate drivers.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction3 hits
20
The slide uses a mix of narrative text and expert testimony to challenge the company's growth story regarding margin compression and competitive advantage.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction3 hits
22
The slide uses expert interview transcripts and secondary sources to analyze the business model dynamics of DLocal's largest clients.dLocal (DLO) · Carson Block
Research note Short seller 3 hits
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 3 hits
29
The text details the forensic accounting process used to reconcile merchant-related cash flows from consolidated financial statements.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction3 hits
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 Research3 hits
07
Includes a table of PPA offtakers and detailed footnotes regarding financial statements and HLBV accounting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 3 hits
09
The slide uses a critical tone to challenge the nature of HASI's financial reporting regarding its Vivint 3 investment.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions3 hits
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 Contradictions3 hits
03
The slide uses a 'three pillars' framework to structure the short thesis. It includes direct quotes from a former employee to bolster credibility.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster3 hits
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter3 hits
11
The slide functions as a forensic accounting critique of a company's valuation methodology.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
15
Includes two tables comparing company-claimed values vs. analyst-adjusted values, with supporting text explaining the methodology for the adjustments.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
19
The chart compares Sunrun's creation cost against NREL residential PV installed cost benchmarks.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction3 hits
28
Page 27 of 32Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits
33
The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory3 hits