slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 22,741-22,770
Pages 2,019
Rows per page 30
Component
22,741-22,770 of 60,557
03
The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
04
The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
06
The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
04
The slide uses a reconciliation table to adjust reported cash receipts and highlight an overstatement, followed by a narrative critique of the company's cash flow reporting.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a research note page from a short-seller report (Muddy Waters Research).Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a table to highlight specific asset categories and narrative text to critique the company's reporting practices.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
09
The slide uses a combination of a data table to show accounting manipulation and narrative text to critique the valuation of a specific asset (Petersen).Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
02
This is a classic short-seller thesis summary slide, often referred to as a 'bear case' summary.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
16
The slide uses a comparative table to highlight a performance anomaly and then provides qualitative evidence from interviews to support a thesis of financial misrepresentation.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
17
Includes a sensitivity table modeling EBITDA margin impact based on varying rejection rates.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
18
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging financial fraud.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
21
The slide contains a financial reconciliation table followed by investigative commentary on accounting practices.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
23
Part of an audited annual report; lists specific corporate debt instruments (Newell Brands, Nissan North America, NMC Healthcare).NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
24
The slide contains a table of financial holdings and text referencing external reports and specific debt instruments.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
25
The slide details the structure of a supply chain finance transaction involving NMC Healthcare LLC and Channel Finance S.A.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
32
The table shows a net negative impact of over £1 billion from insider transactions, contrasting with the typical positive signaling of insider buying.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
34
The slide includes a table of management compensation and a narrative critique of corporate governance.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
02
The slide uses a visual metaphor of a wheel-less Jaguar to critique the company's business model.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
05
The slide argues that technology does not equal a viable business, citing a lack of clinical candidates from long-standing partnerships.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
06
The slide details the methodology and findings of two external research firms investigating partnership activity.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide uses a 'before and after' comparison to highlight a reduction in disclosure transparency.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
13
The slide uses a red box and callout to highlight missed clinical trial milestones.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
17
Includes a funnel diagram for the drug discovery process and a detailed table of assumptions for revenue modeling.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
20
The slide highlights a significant discrepancy between analyst estimates and historical industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
22
The slide argues that library size is not the primary driver of commercial success, contrasting PeptiDream with more focused competitors.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit