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The slide uses a news clipping to establish a link between Anta Capital's Peng Qingqi and the GM of Henan Ruili Sports Products Co., which is later identified as part of a secret network.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
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The slide uses field investigation photos to corroborate SAIC registration data.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · AgitateLoop · The Reveal2 hits
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The slide serves as verification documentation for specific retail entities.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · AgitateLoop · The Reveal2 hits
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Contains photos of business licenses and FILA store interiors for Wangfujing and Heshenghui locations.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · AgitateLoop · The Reveal2 hits
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Includes English annotations for key fields like Legal Rep, GM, and Supervisor.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · AgitateLoop · The Reveal2 hits
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Contains images of Chinese business licenses (Yingye Zhizhao) and corresponding retail storefronts.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · SolutionLoop · The Reveal2 hits
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The slide serves as physical proof of business existence for two specific retail locations.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · SolutionLoop · The Reveal2 hits
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Contains images of business licenses and store facades for Jiyuan Ding Dong locations in Guorui and Chaoyangtianjie.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · SolutionLoop · The Reveal2 hits
02
The slide uses a 'liars lie' narrative to frame the company's denial as a predictable pattern of behavior.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
02
The slide uses investigative research to link a supplier (Henan Ruili) to an ANTA employee (Peng Qingqi) to suggest financial manipulation.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
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This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal rights case.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter2 hits
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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 Hunter2 hits
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Includes a step-by-step reconciliation of 'real' invested capital.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
02
The slide uses a strong accusatory tone, framing the subject as a 'villain' through comparisons to Enron and Noble Group.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Problem (Identify pain)2 hits
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The slide uses a combination of forensic accounting analysis and governance critique to build a case against the company's transparency.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
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This is a standard legal court filing header and initial jurisdictional statement.Burford Capital (BUR) · Carson C. Block
Research note Short seller 2 hits
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Legal document (court order) used as a precedent or evidence of a settled dispute.Burford Capital (BUR) · Carson C. Block
Research note Short seller 2 hits
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This is a continuation page (Page 7 of 9) of a research note focusing on management credibility.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg2 hits
04
The slide uses a comparative analysis of construction costs per square meter to highlight potential overstatement of assets.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
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The slide uses a comparative interest income yield table to highlight a red flag in financial reporting.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
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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 · Iceberg2 hits
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This is a research note page focusing on forensic accounting and investigative findings regarding undisclosed debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
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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 Struggle2 hits
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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 Victory2 hits
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 2 hits
11
The slide uses a comparative analogy to Sosei to frame PeptiDream's strategy as a failure-prone path.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 2 hits
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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 Inaction2 hits
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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 2 hits
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The slide uses a 'Figure K' table for internal modeling and a 'Figure L' table to critique external sell-side analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 2 hits
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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 2 hits