slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,780
Current window 27,631-27,660
Pages 10,126
Rows per page 30
Component
27,631-27,660 of 303,780
04
The slide uses a skeptical, investigative tone to challenge management's narrative on international growth and capital allocation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
08
Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction2 hits
08
This is a research note page focusing on forensic accounting and corporate governance critique.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
10
The slide uses a scatter plot to visualize acquisition costs, then transitions into a forensic accounting narrative to challenge the disclosed purchase price.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
16
The slide uses investigative journalism style to link a company (AMT) to potentially illicit actors and questionable internal governance.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
22
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to challenge the company's reported financial metrics.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
28
The slide functions as a critical summary of the company's international strategy, framing it as value-destructive and misleading to investors.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
31
The slide uses a craps table metaphor to characterize AMT's international investments as a gamble.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
34
The slide discusses currency risk and competitive pressures as headwinds for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
41
The slide discusses structural integrity issues of acquired towers and the financial impact of BRL depreciation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
45
The slide contains two distinct sections: a valuation summary table for Ghana and a narrative analysis of the German market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
51
The slide explains the shift from 'coverage' phase to 'capacity' phase in wireless infrastructure, arguing that this evolution reduces the need for multiple equipment generations on towers, thereby impacting amendment revenue.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
57
Includes a chart showing the divergence of traffic and revenue over time, and a table of declining wireless margins for major US carriers.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
58
The slide includes two line charts showing market trends in India and text discussing the impact of VOIP/softphones on the telecommunications industry.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory2 hits
69
The slide uses a philosophical framing (Murphy's Law and Heraclitus) to introduce a critique of management's ability to navigate volatile emerging market environments.American Tower (AMT) · Carson C. Block
Research note Short seller 2 hits
67
Official government document cover page.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
74
Official government form for reporting organizational personnel and party member demographics.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
76
This appears to be a page from a formal government or institutional application form (likely for a school or organization).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
80
The slide contains two distinct financial tables: a balance sheet segment and a partial statement of business activities.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller 2 hits
89
This is a standardized government reporting form (likely for non-profit or social organizations) containing multiple tables for data entry.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion2 hits
93
The slide contains two distinct form sections: a project beneficiary/resource tracking table and a resource allocation table for public service projects.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Conclusion2 hits
02
This is a research note page detailing investigative findings regarding fraudulent financial practices.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · ComplicationLoop · Aha Moment2 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 Monster2 hits
10
Includes a footnote reference to Olam IPO prospectus.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
25
The slide discusses the volatility and regulatory risks associated with government grants, specifically EEGs in Nigeria and grant income in Gabon.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
26
Uses the Enron 'black box' analogy to frame Olam's investment risk.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
30
Discusses accounting standards (IFRS/GAAP fair value hierarchy) and specifically flags Level 3 derivatives as susceptible to management manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle2 hits
74
The charts appear to be missing their data series (lines/bars) in the provided image, showing only axes and labels.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory2 hits
80
This page is a research note excerpt focusing on financial and operational discrepancies in Olam's projects.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory2 hits
85
The text highlights failures in Olam's China initiatives, contrasting them with the company's stated goals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory2 hits