Matching slides 60,568
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2,881-2,910 of 60,568

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02
The slide uses a comparison to Luckin Coffee to frame the nature of the alleged fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 2 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
10
Includes two tables detailing revenue recognition accounting and commission rate comparisons.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment2 hits
11
The slide uses a combination of a revenue bridge table and a city-specific commission discount table to argue for systematic revenue inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
16
Includes photographic evidence of a business license and physical location, alongside tables of transaction and agent activity data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg2 hits
21
The slide uses a combination of qualitative field research (agent lists) and quantitative data (table of clone store percentages) to argue that BEKE's reported store count is misleading.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
35
The slide highlights a discrepancy between claimed figures and official government registration data for BEKE's Shanghai entities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
38
The slide uses two tables to compare reported agent counts against regulatory limits and internal functional breakdowns.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
39
The slide uses two tables to contrast employee counts at different dates and provides narrative commentary on the volatility of these figures.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
42
The slide uses specific financial data and SAIC records to contradict company disclosures regarding the Zhonghuan acquisition.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
45
Includes a qualitative critique of the Shengdu acquisition citing an expert network interview.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
65
Includes detailed calculation tables for transaction estimates in specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
68
Includes specific adjustments for Chengdu transactions and proxy city assignments for missing pricing data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
74
The slide uses a combination of corporate registration data and photographic evidence to prove a discrepancy.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
76
The slide uses two tables to contrast registered addresses with physical reality and ownership structures.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
27
Includes footnotes regarding revenue reporting and Ebanx financial analysis.dLocal (DLO) · Carson Block
Research note Short seller 2 hits
13
The slide uses a table to expose a math error/deception in the company's reported capacity figures.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 2 hits
15
The slide provides a detailed breakdown of income adjustments and methodology for calculating non-cash income inflation.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
20
The slide uses a forensic accounting approach to challenge the quality of earnings.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · 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
22
The slide uses a critical tone to argue that HASI's non-GAAP metrics overstate real-life performance by including unrealizable income.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
24
The slide uses a combination of a financial reconciliation table and a historical dividend source breakdown to support a short-thesis argument.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 2 hits
26
The slide uses a combination of a valuation adjustment table and a detailed financial breakdown to expose accounting discrepancies.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
14
Includes a quote from a former executive to support the thesis of aggressive accounting practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle2 hits
21
The slide highlights a specific case (Ruitiantian) where a performer and their top contributor share an IMEI, implying they are the same entity or closely linked, contradicting the platform's appearance of independent user-performer relationships.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits
44
The slide uses two tables to reconcile total cash balances against specific onshore WFOE credit report data to infer offshore cash holdings.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
68
The slide presents a forensic accounting argument by comparing third-party data against official company filings to highlight anomalies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction2 hits