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 27,781-27,810
Pages 10,126
Rows per page 30
Component
27,781-27,810 of 303,780
02
The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy2 hits
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy2 hits
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 Inaction2 hits
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 2 hits
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 · Iceberg2 hits
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 · Iceberg2 hits
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 EHTH2 hits
03
The slide uses a waterfall chart to visualize the gap between revenue booking and cash realization over a 24-year period.eHealth Inc. (EHTH) · Carson Block
Research note Short seller 2 hits
05
The slide uses a critical tone to argue that EHTH is pulling forward future revenue to inflate growth metrics, contradicting management's public statements.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Further exposing contradictions2 hits
09
The slide discusses methodology for identifying bots based on 'Precise Joiners', 'Burst' patterns, and 'GSX IP' addresses.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
10
The slide uses a pie chart to segment user behavior into bot categories, specifically highlighting the 'Early Joiner' segment.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
17
The slide provides a step-by-step guide for data extraction from the platform.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain2 hits
21
GSX Techedu (GSX)GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain2 hits
24
The slide provides evidence of identity verification by cross-referencing user IDs, IP addresses, and avatar URLs against public teacher profiles.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Logic Chain2 hits
02
This is a research note from Muddy Waters Research regarding GSX Techedu.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
04
The slide uses a logical argument structure to dismantle the counter-party's claims regarding user behavior and operational transparency.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal2 hits
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 2 hits
02
This is a research note from Muddy Waters Capital regarding NMC Health, focusing on financial irregularities and potential fraud.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)2 hits
03
This is a research note page from a short-seller report on NMC Health, focusing on potential financial irregularities and undisclosed related-party transactions.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal2 hits
04
The slide uses investigative research to highlight potential conflicts of interest and undisclosed debt structures.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Loop · The Reveal2 hits
06
Includes table of contents snippets at the top and detailed footnotes regarding methodology.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
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 Contradiction2 hits
20
The slide uses data tables to demonstrate fraudulent revenue inflation through shared device IDs (IMEIs) between performers and top paying users.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
30
Includes a table of top 11 channel owners and a case study on 'Killing Time' (Dafashijian) bot activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
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 Contradiction2 hits
45
The slide uses a forensic accounting approach to identify a discrepancy of RMB 1.326 billion, suggesting potential capital control violations or fabricated cash balances.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
46
This is a page from a short-seller research report (Muddy Waters Research).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
58
The page includes two footnotes detailing specific interview sources and clarifying bot audience numbers for the 'Livehouse' channel.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
60
Includes a screenshot of a Bigo user profile and a critique of financial reporting discrepancies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
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 Contradiction2 hits