slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type composition
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
118,501-118,560 of 319,975
01
Lemonade, Inc. (LMND)Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
02
This is the first page of the actual letter content, serving as the primary thesis statement for the short report.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
03
This is a page from a short-seller report (Muddy Waters) attacking Lemonade's security posture.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Monster (Problem)Loop · The Reveal1 hit
04
This appears to be a page from a security research report or a short-seller disclosure document rather than a traditional corporate shareholder letter.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Monster (Problem)Loop · The Reveal1 hit
05
This appears to be a page from a vulnerability disclosure report or a short-seller report exposing a security flaw.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The StruggleLoop · The Reveal1 hit
06
Likely a placeholder for an image or chart that was redacted or not yet inserted.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
07
Likely a placeholder for an image or chart to be inserted later.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
08
The slide contains no text other than the page number '7'.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
09
Likely a placeholder for an image or chart to be inserted.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller 1 hit
10
The slide contains a large blacked-out area, likely a redacted image or chart.Lemonade, Inc. (LMND) · Carson Block
Shareholder letter Short seller Beat · The Victory1 hit
01
Page 1 of 5XL Fleet (XL) · Carson C. Block
Research note Short seller 1 hit
02
The slide uses a confrontational tone typical of short-seller research notes, framing the company's silence on specific points as an admission of guilt.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
03
The slide functions as a rebuttal tracker, listing specific allegations and the company's denial status.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
04
This is a text-heavy research note page acting as a rebuttal to company management's defense.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
05
The slide functions as a rebuttal to XL's corporate response, focusing on customer testimonials vs. marketing claims and the financial implications of the SPAC deal.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Aha Moment1 hit
01
The slide uses testimonials to establish a narrative of corporate malfeasance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
28
The slide uses data from three specific IP addresses (59.45.170.206, 59.45.170.213, 59.45.170.216) to show consistent gifting patterns to the same performers.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
29
This slide is a narrative-heavy research note detailing allegations of corporate fraud and revenue manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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 · Iceberg1 hit
31
The slide uses screenshots of internal data dashboards to contrast normal gifting patterns with those originating from a localhost IP, suggesting bot activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
32
Includes screenshots of dashboard metrics and raw transaction logs highlighting IP address anomalies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
33
Includes a data table showing IP address logs and a profile screenshot of the 'Orange Juice' account.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
34
Includes a recruitment ad for room managers and a dashboard screenshot showing high-volume gifting activity from a single user.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
35
Includes a screenshot of a dashboard and a data table highlighting local host IP usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide presents evidence of bot-like behavior through IP address switching and local host IP usage in transaction logs.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
38
The slide uses a forensic research approach to expose fraudulent activity (bot farms) by analyzing IP patterns and gift-giving behavior.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
39
Includes forensic analysis of IP addresses in Heihe and specific user activity patterns indicating VPN usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
40
This page is a text-heavy research note detailing fraudulent activity (bots, circular revenue) in YY's dating channels.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
41
The slide provides evidence of high-earning performers and estimates total revenue potential for the dating channel category.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
42
This is a page from a short-seller research report (Muddy Waters Research).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
43
The slide uses a red box to highlight a specific discrepancy in 'Long-term deposits'.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
47
The slide uses a social media post as evidence to contrast the platform's 'Most Popular' award with the observed low-quality content.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
48
The slide uses screenshots as evidence of 'non-performance' (e.g., filming a wall/ceiling) to suggest fraudulent or artificial activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
49
The slide documents fraudulent behavior (circular economy) within the Bigo platform ecosystem.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
50
The slide uses tables to demonstrate circular flow of 'beans' (virtual currency) between accounts.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
51
The slide uses screenshots of the Bigo Live app to demonstrate a 'swap' of profiles, implying potential manipulation or fraudulent activity.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
52
Includes a screenshot of Bigo's FAQ regarding Bigo ID changes as evidence of policy contradiction.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
53
The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
54
The slide uses a forensic accounting/investigative research tone to expose alleged fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The slide uses legal documentation to contrast the incorporation date (Sept 2014) with David Li's personal investment date (Dec 2014).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide uses legal documentation to frame a narrative of corporate malfeasance and financial manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
This slide functions as a forensic accounting narrative, citing specific SEC filings and financial restatements to support allegations of fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
59
The slide uses a before-and-after comparison of a user profile to highlight potential manipulation of platform statistics.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
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 Contradiction1 hit
62
The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
63
Includes screenshots of the Hello app interface and a SAIC corporate registration record for Baiguoyuan Networks.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
64
The slide uses a screenshot of a 2017 blog post to demonstrate that Hello users were instructed to link their YY accounts for payment, suggesting common management.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
65
Joyy Inc. (YY)Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
66
Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
69
Includes detailed footnotes regarding Sensor Tower's data collection practices.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
70
Includes references to Netflix migration documentation and Kingsoft Cloud constraints.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
71
The slide explains how internal IP addresses are exposed when a VPN connection fails, revealing the bot's origin.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit