Matching slides 60,568
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22,651-22,680 of 60,568

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05
The slide uses a 'fraud-exposure' or 'preempt_rebuttal' logic to discredit management's TAM claims by recalculating the patient population using Medicare data.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
06
The slide uses a calculation to challenge management's market sizing claims, citing external sources to validate the author's estimate.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
08
The slide uses a table to demonstrate a -2.6% CAGR in the oxygen therapy patient population, directly challenging management's claims of 7-10% growth.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
15
The slide uses a table to illustrate the 'Sell-Side Capture' and the questionable assumptions behind INGN's market growth projections.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
16
This is a page from an activist short-seller research report exposing data manipulation by sell-side analysts.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
17
The slide uses a skeptical tone to deconstruct the math behind a company's market sizing claims.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
19
The slide includes a direct critique of Inogen's billing code interpretation, suggesting a double-counting error.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
20
The slide uses a table to demonstrate that excluding specific post-cap codes changes the ambulatory patient proportion to 67%, contradicting the company's 65% penetration claim.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
34
The table tracks specific financial movements sourced from TAL's SEC filings (20-F).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
44
The slide uses a financial table to support a forensic accounting argument about a specific transaction (GZ 1-1).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
45
The slide uses a quote from the CFO to contrast with the lack of evidence in financial statements, serving as a forensic accounting critique.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
Includes a company profile for Guangzhou Shujia Educational Technology Co and specific evidence regarding email addresses and domain registrations linking Shujia to TAL.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The slide presents evidence of corporate structure and personnel links between TAL and Shujia, specifically highlighting the role of Xiansuo Lin as a potential proxy.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Includes footnotes 145, 146, 147. Uses ASC 805 accounting standards as a basis for the argument.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
The slide uses a logical deduction framework to highlight a discrepancy in financial reporting between November and December 2016.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
This slide is part of a research note alleging financial manipulation by TAL Education Group.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide contains a table showing shareholder capital contributions, with specific emphasis on cash contributions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
The slide presents a primary source document (SAIC record) to verify corporate registration and shareholder capital details.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
66
The table includes a red arrow pointing to the 2016 total assets figure to emphasize the reconciliation result.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
Includes FX rates for each year and source attribution.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
Data presented in millions of RMB; source cited as SAIC financials and credit reports.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
Data presented in USD millions; includes source and FX rate notes at the bottom.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
05
The slide calculates the deferred revenue impact of a 4% monthly growth cohort model and applies a 30% discount based on ASC 805 fair value accounting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
07
Includes detailed footnotes regarding revenue sources and tuition assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
04
The slide uses a common-sizing approach to demonstrate the mathematical inconsistency in reported growth figures.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
07
The slide details a forensic accounting attempt to reconcile reported figures, concluding that management's representations are mathematically inconsistent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Analogy1 hit
08
The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
09
The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Iceberg1 hit
10
The slide presents two distinct calculation scenarios (Method 3) and compares them against reported data to expose discrepancies in ASP growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
11
The slide uses a 'Check' table format to highlight negative financial indicators (FALSE, negative percentages) as evidence of potential fraud or misrepresentation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit