slides · global inventory
Paragraph
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 2,431-2,460
Pages 3,950
Rows per page 30
Component
2,431-2,460 of 118,471
01
This is the first page of an activist investor letter. It establishes the antagonist (the trustees) and the proposed solution (board expansion and sale).UniFirst Corporation (UNF) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Situation & Context6 hits
03
This is a text-heavy research note page documenting specific instances of corporate fraud.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment6 hits
09
This is a page from a Muddy Waters research report alleging fraud. It uses investigative journalism techniques to expose operational and financial inconsistencies.Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The Monster6 hits
18
This is a research note from Muddy Waters Research regarding DGW (Duoyuan Global Water).Duoyuan Global Water Inc. (DGW) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction6 hits
02
The slide continues a list of scenarios (starting at 2) and provides a rationale for a short position in NHC shares.National Healthcare Corporation (NHC) · 26_Land_and_Buildings
Press release Activist investor Beat · Evidence6 hits
04
The slide uses a 'villain' framing for the CEO's compensation structure and cites a historical precedent to argue against it.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · Agitate6 hits
09
The slide uses a critical tone to challenge the attribution of success to the current CEO, contrasting it with the previous CEO's legacy.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Beat · AgitateLoop · Iceberg6 hits
17
The slide uses a table to demonstrate the historical expansion of the premium to NAV, supporting a sell recommendation.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor Loop · Cost Of Inaction6 hits
05
This is a page from a Muddy Waters research report on New Oriental Education (EDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter6 hits
12
The slide discusses the structural and regulatory challenges of NRRR schools, including ownership rights, MOE/CAB oversight, and the tax status of EDU's Beijing operations.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter6 hits
29
The slide uses a comparative analysis to expose the risks in EDU's corporate structure relative to the industry standard (BIDU).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction6 hits
64
This appears to be a formal government or legal correspondence document.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 6 hits
04
The slide contains footnotes referencing specific data sources for the claims made.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Call6 hits
29
The slide uses a table to contrast pre- and post-acquisition roles to highlight the change in control, and text to argue that FMCN's financial disclosures regarding Jingzhun are contradictory.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg6 hits
39
The slide is a page of text from a research report detailing financial improprieties and conflicts of interest.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Struggle6 hits
01
Short position disclosure included at the top.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 6 hits
08
This is a page from a short-seller research report (Muddy Waters Research).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster6 hits
22
The slide presents a critical investment thesis regarding Olam's operational sustainability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle6 hits
05
The slide uses a quote from Kenneth Lay (Enron) to frame the argument against Olam's reliance on E&Y.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In6 hits
04
This is a page from a short-seller report or activist investor letter questioning accounting practices.Spreadtrum Communications (SPRD) · Carson Block
Shareholder letter Short seller Beat · Expose Contradiction6 hits
14
This is a standard legal/regulatory form (Annual Return) for a Hong Kong company.Sino-Forest Corporation (TRE) · Muddy Waters, LLC
Research note Short seller Beat · The Victory6 hits
01
This is a text-heavy shareholder letter page acting as a rebuttal to a press release.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Situation & Context6 hits
04
This is a narrative-heavy slide serving as a direct response to specific allegations made by a third party (Pearson).Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication6 hits
07
The slide uses a Q&A format to expose red flags in a potential acquisition, with the author's internal commentary providing critical context.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof6 hits
08
This is a narrative text slide, likely part of a short-seller's report or case study.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof6 hits
09
The text serves as a founder's manifesto explaining the firm's origin story and investment philosophy regarding Chinese companies.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Impact & Next Steps6 hits
04
The slide presents a forensic analysis of financial reporting inconsistencies, specifically highlighting the gap between ONP's public claims and AIC/tax bureau data.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Iceberg6 hits
02
This is a classic short-seller research note summary, specifically from Muddy Waters Research.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 6 hits
29
The text describes a 'Potemkin village' scenario regarding production facilities.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 6 hits
02
This is a research note from Muddy Waters Research, likely a short-seller report.RINO International Corp. (RINO) · Carson C. Block
Research note Short seller Beat · The Monster6 hits