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 22,801-22,830
Pages 2,019
Rows per page 30
Component
22,801-22,830 of 60,557
07
The slide uses a short-seller research style to expose discrepancies between company-reported figures and independent transaction data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
08
The table compares transaction counts for May-Aug 2021 vs June-Sept 2021. The text below the table provides a conclusion on GTV inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
12
Includes a transcript of an investigator interview with a Deyou store manager regarding a pilot program for commission inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
06
Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The slide uses inventory turnover and production capacity data to challenge the company's narrative regarding production bottlenecks and partnership demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
12
Uses a pop-culture reference (Chappelle's Show) to frame the critique of corporate management.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
02
The slide uses a table to demonstrate the downward adjustment of reported net income to an adjusted net income estimate.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
12
The slide includes a table detailing SunStrong's materiality to HASI's loan balance and commercial receivables.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
16
Includes detailed footnotes explaining the derivation of the 166.7% gross-up factor and the 59.8% ITC-related portion.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
23
The slide uses a forensic accounting approach to challenge the company's non-GAAP metric.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
25
The slide uses a short-seller research note style to critique accounting practices and credit rating agency oversight.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
27
The slide contains a balance sheet and income statement summary for specific entities, followed by a critical analysis of hedging losses and their impact on financial performance.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
03
The slide functions as a rebuttal tracker, listing specific allegations and the company's denial status.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
22
The slide uses a direct screenshot of the company's own marketing material to set up a later critique of the underlying assumptions.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a table to contrast company-provided figures with analyst estimates to highlight overstatement.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a comparison table to contrast XL Fleet's claims against actual production and customer base metrics of peers.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
37
The slide presents evidence of potentially fraudulent or manipulated user location data, suggesting YY-controlled FUs (Fake Users) are masking their true location.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
38
The slide uses a forensic research approach to expose fraudulent activity (bot farms) by analyzing IP patterns and gift-giving behavior.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
39
Includes forensic analysis of IP addresses in Heihe and specific user activity patterns indicating VPN usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
43
The slide uses a red box to highlight a specific discrepancy in 'Long-term deposits'.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
50
The slide uses tables to demonstrate circular flow of 'beans' (virtual currency) between accounts.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
53
The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
55
The slide uses legal documentation to contrast the incorporation date (Sept 2014) with David Li's personal investment date (Dec 2014).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
The slide uses investigative findings to challenge the nature of Bigo's PRC revenue, attributing it to specific apps rather than general Bigo Live usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
62
The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
64
The slide uses a screenshot of a 2017 blog post to demonstrate that Hello users were instructed to link their YY accounts for payment, suggesting common management.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit