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 27,841-27,870
Pages 10,126
Rows per page 30
Component
27,841-27,870 of 303,780
03
This is a short-seller research note page alleging fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
09
The slide uses a 'fraud-exposure' framework to contrast company-reported figures with independent data collection results.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
15
Includes two screenshots of the BEKE platform showing store activity metrics (agents, clients, listings) at two different dates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
34
The slide uses a screenshot of a Chinese corporate registry (QCC) to highlight a discrepancy in employee numbers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
64
Includes a sensitivity analysis regarding Shanghai transaction data and introduces a methodology for connected brokerages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction2 hits
75
Evidence of potential fraudulent or inaccurate business registration data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
04
The slide serves as a section index followed by an introductory argument regarding financial misstatements.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
15
The chart uses a 'Rule of 120%+' framework to compare EBITDA margin vs. revenue growth.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
17
The slide highlights a potential discrepancy in DLO's financial reporting and management commentary regarding take rate drivers.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
23
Contains extensive footnotes referencing primary sources and DLO filings.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
28
Includes specific citations to DLO 20-F, Source A, Source E, and Central Bank reports.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
33
The slide highlights potential risks of fraudulent financial reporting and co-mingling of client and company funds.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
34
The slide uses a narrative structure to expose governance and operational failures.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
46
The slide uses a combination of financial analysis and personnel tracking to cast doubt on company stability.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
21
Includes two tables detailing the calculation logic for low-end and high-end estimates.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
02
Includes quotes from a former HASI executive to support the critique.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Critique of HASI2 hits
06
The slide uses a combination of expert interview commentary and formal financial statement footnotes to argue that the investment structure creates a misalignment of incentives.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
08
Includes annotations pointing out 'Real P&L from operations', 'Tax equity losses', and 'Non-cash offsetting profit attributed to sponsor (Vivint) & cash equity (HASI)'.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
07
The slide uses quotes from industry experts and former employees to undermine the credibility of the company's valuation models.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
10
Includes specific references to footnotes 19, 20, and 21. Contrasts RUN's accounting practices with Sunnova's.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter2 hits
15
Includes two tables comparing company-claimed values vs. analyst-adjusted values, with supporting text explaining the methodology for the adjustments.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
19
The chart compares Sunrun's creation cost against NREL residential PV installed cost benchmarks.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
05
This is a research note page focusing on forensic accounting and potential fraud.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
09
This is a text-heavy research note page detailing forensic accounting concerns regarding Vivion's financial statements.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal2 hits
07
The slide contains multiple footnotes referencing external legal and investigative sources.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg2 hits
09
The table includes columns for portfolio, date acquired, contribution methodology, seller, number of properties, total purchase price, acquisition financing, equity value, SHL portion of EV, and common equity portion of EV.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg2 hits
16
This is a legal document (Liste der Gesellschafter) showing the cap table structure at the time of incorporation/renaming.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
20
The slide is a page from a financial statement report, specifically Note 13 regarding investments.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits
36
This is a screenshot of a news article from The Marker, used as a source document.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction2 hits