slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 22,771-22,800
Pages 2,019
Rows per page 30
Component
22,771-22,800 of 60,568
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
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
09
Includes a detailed table of membership metrics and a critique of the churn formula.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
10
The slide argues that EHTH ignores ongoing service costs to justify booking multi-year commissions upfront.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
14
The slide uses a 'villain_critique' tone, specifically targeting EHTH management's credibility and accounting practices.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
15
The slide uses insider selling data to undermine the credibility of the company's leadership and business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
04
The slide compares modeled churn rates against company-stated churn rates to highlight aggressive revenue recognition assumptions.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Supporting data1 hit
06
Includes a detailed table showing quarterly churn metrics from FY16 to 1Q20.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions1 hit
07
The slide uses a short table to demonstrate the impact of accounting adjustments on LTV.eHealth Inc. (EHTH) · Carson Block
Research note Short seller 1 hit
02
The slide uses a pie chart to visualize the alleged bot prevalence, supporting a short thesis.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Logic Chain1 hit
07
The slide uses a pie chart to segment bot users and a table to detail the relationship between student users and teacher/tutor IPs.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
Includes a scatter plot visualization of user join times relative to class start time, with specific callouts for burst events.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
Includes footnotes 8-11 and a table summarizing user distribution.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
15
Document appears to be a standard legal disclosure or registration form for a security interest.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
16
Document appears to be a page from a legal charge or security agreement prepared by Walkers.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain1 hit
03
Includes a raw data snippet showing missing fields and a table comparing IP overlap metrics.GSX Techedu (GSX) · Carson C. Block
Research note Short seller 1 hit
09
The slide uses a 'villain' framing (Naviguard/UHC) to argue for a short thesis on MultiPlan (MPLN).MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
11
Includes a quote from a former executive regarding the company's focus on cost-cutting over innovation.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
02
The slide uses a 'villain' framing technique to discredit the company by associating it with other high-profile corporate scandals.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
03
The slide uses photographic evidence of a partner's office to cast doubt on their legitimacy, alongside a table summarizing partner deficiencies.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses public records to establish a connection between a shareholder and a controversial figure (Reifman) to imply hidden control.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
02
The slide uses a confrontational tone to frame the company as a fraudulent entity, contrasting it with Baidu's public ethics statement.Joyy Inc. (YY) · Carson Block
Research note Short seller 1 hit
09
The slide uses a table to quantify identified FUs and a visual case study to demonstrate how the platform incentivizes fake activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
15
The slide combines a dashboard visualization of gift data with a text-based case study exposing fraudulent revenue practices.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
22
Includes a case study of performer ShenMan and a table detailing net cash outflows for a specific user group.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit