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slides · global inventory

Table

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 60,568
Current window 22,411-22,440
Pages 2,019
Rows per page 30
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22,411-22,440 of 60,568

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02
The slide uses a photo of a nondescript building in Brazil to visually undermine the valuation of a $585.4 million acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
19
The slide critiques the accounting treatment of tower assets, specifically questioning why they remain on the balance sheet despite being sold.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
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 · Iceberg1 hit
25
Includes a quote from Jay Brown (Crown Castle) regarding international market risk/reward.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
29
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 · Iceberg1 hit
31
The slide uses a craps table metaphor to characterize AMT's international investments as a gamble.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
32
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 · Iceberg1 hit
38
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 · Iceberg1 hit
42
Includes a line chart showing stock performance with acquisition annotations and a detailed valuation table.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
45
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 Victory1 hit
46
Includes specific valuation metrics and impairment calculation for AMT's German tower assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
56
The slide argues that technological shifts (small cells/Wi-Fi) and regulatory pressure are enabling carriers to bypass traditional tower companies.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
57
Includes a chart showing the divergence of traffic and revenue over time, and a table of declining wireless margins for major US carriers.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
74
Includes a specific critique of analyst modeling transparency and management's lack of disclosure regarding international business.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
77
The slide details a 9.5% discount factor used for the DCF analysis.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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 1 hit
03
The slide uses investigative research to link multiple entities to a single registered agent, suggesting a pattern of fraudulent activity.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Aha Moment1 hit
119
The table demonstrates data consistency between two reporting periods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
120
This is a financial recovery model breakdown, likely used for insolvency or valuation analysis.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
123
Handwritten annotation at the bottom reads 'Applicant opinion of value = $7M'Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
124
Form BOE-305-AH (S1) REV. 6 (2-06). Contains handwritten applicant details and property valuation figures.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
126
The document is a standard California BOE-305-AH form. It includes handwritten entries for applicant details, property address, and valuation figures.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
127
This is a scanned government form (BOE-305-AH) for property tax appeals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
128
This is a scanned government form (BOE-305-AH) with handwritten annotations and stamps.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
129
The document is a formal government form (BDE-305-AH) used for property tax appeals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
130
Handwritten annotations include 'Rec'd ck #11145 $1,500' and a date stamp 'SEP 13 2012'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
131
This is a scanned legal document (BOE-305-AH) used as evidence for a tax appeal.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
132
This is a scanned government form (BOE-305-AH) used for tax appeals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
133
The document is a standard government form (BOE-305-AH) with handwritten entries for applicant details, property values, and certification.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit