slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 2,851-2,880
Pages 2,019
Rows per page 30
Component
2,851-2,880 of 60,568
13
The slide compares ANTA's distributor margins against public companies like Belle and Pousheng to highlight discrepancies.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
19
Includes a table of Quanzhou provident fund participants and a table of SAIC registered capital changes for Guangzhou Anda Trade Development Co.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
26
The slide presents a list of names and email addresses as proof of shared infrastructure.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
39
The slide highlights a discrepancy between public corporate records and ANTA's official prospectus, suggesting undisclosed related-party relationships.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
61
Includes a footnote regarding Hong Yanqing's historical interest and association with Anta.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
64
Includes business registration data and shareholder list with English translations provided in red text.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
82
The slide uses a Q&A format to expose the 'left hand-right hand' relationship between listed companies and their subsidiaries.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
04
The slide highlights discrepancies in margins for Henan Ruili compared to other entities and reconciles 2018 revenue figures.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter2 hits
20
The slide uses public records (Provident Fund) and corporate registry data to establish control relationships.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Appendix DataLoop · Iceberg2 hits
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction2 hits
21
The slide uses a 'reality vs appearance' framing to suggest accounting manipulation via period-end transactions.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction2 hits
22
The slide uses data from Burford's own reports to argue that the company's performance is driven by a small number of cases rather than broad portfolio strength.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction2 hits
23
The slide uses a critical tone to challenge the company's reported performance metrics.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction2 hits
24
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
06
Includes a footnote regarding the definition of 'same moment' and a summary table of linked users.GSX Techedu (GSX) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)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
07
Includes two tables: one showing BETOS product spending 2011-2017, and one showing per-patient spending calculations.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 2 hits
22
The slide uses a bottom-up calculation starting from total patient populations, applying penetration and market share assumptions, and dividing by device replacement cycles (years used).Inogen, Inc. (INGN) · Carson Block
Research note Short seller 2 hits
27
The table highlights a significant negative return (-67%) for Inogen based on the peer average forward P/E multiple.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 2 hits
10
Contains two distinct tables: one modeling revenue attrition from Naviguard, and one comparing MultiPlan's guidance against S&P's estimates.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 2 hits
12
Includes investigative commentary on the company's small scale and low patient volume.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Monster2 hits
15
Includes two tables detailing debt refinancing by year and interest rates on total debt.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Iceberg2 hits
26
The slide presents evidence of potential accounting manipulation by NMC, specifically regarding off-balance sheet financing and misleading public statements.NMC Health plc (NMC.LN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
18
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
08
Includes a footnote regarding sensitivity to tuition rate assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits
05
The slide presents two distinct 'tests' (Method 1 and Method 2) to expose inconsistencies in reported financial metrics.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology2 hits
06
The slide uses a 'check' methodology to validate company claims against derived models, highlighting inconsistencies in FY2018 Q3 data.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology2 hits
12
The slide uses a combination of quantitative data tables and qualitative analysis of bot behavior to support a fraud thesis.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
18
The slide uses forensic accounting on IMEI data to link specific user accounts to a performer, exposing a net cash outflow discrepancy.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