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

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

118,621-118,680 of 319,975

filter-aware
01
Slide 1
Standard legal boilerplate for investment research firm.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
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 1 hit
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 Moment1 hit
04
The slide uses photographic evidence and site visit reports to challenge the integrity of BEKE's reported store count.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
This is a page from a short-seller research report (Muddy Waters/similar style).KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The slide includes a diagram of the BEKE platform architecture and a detailed text description of the data collection and verification process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
07
The slide uses a short-seller research style to expose discrepancies between company-reported figures and independent transaction data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
08
The table compares transaction counts for May-Aug 2021 vs June-Sept 2021. The text below the table provides a conclusion on GTV inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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 Moment1 hit
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 Moment1 hit
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 Contradiction1 hit
12
Includes a transcript of an investigator interview with a Deyou store manager regarding a pilot program for commission inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
13
The slide highlights a discrepancy between public reporting (SAIC registries showing equity stakes) and the 'pilot program' described by the manager, which avoids equity reporting.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
14
Includes a table comparing claimed vs. collected store data and references to 'ghost' and 'clone' stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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 · Iceberg1 hit
03
This is a page from a short-seller research report. It uses a bulleted list to summarize key points of contention.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
04
This is a page from a short-seller research report criticizing Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Complication1 hit
05
The slide functions as a critical research note debunking company claims regarding market size and product demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Preempt Rebuttal1 hit
06
Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The slide uses inventory turnover and production capacity data to challenge the company's narrative regarding production bottlenecks and partnership demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
08
This is a text-heavy research note slide focusing on debunking company claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
09
The slide contrasts corporate R&D realities with investor expectations.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
10
The slide is part of a short-seller report (likely) critiquing Danimer Scientific's marketing claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
11
The slide functions as a short-seller research note, highlighting operational inconsistencies and potential management deception.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
12
Uses a pop-culture reference (Chappelle's Show) to frame the critique of corporate management.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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 1 hit
14
This is a text-heavy research note page containing critical due diligence findings on Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
15
This page functions as a deep-dive investigative note, likely part of a short-seller or critical research report.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
16
The slide uses expert testimony to challenge the company's claims regarding low-CapEx and production costs.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
17
The slide uses a combination of narrative critique and a visual breakdown of DNMR's TAM claims to argue that the company's projections are unrealistic.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
18
Contains citations 45-50. Focuses on market skepticism regarding DNMR's TAM projections.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
19
The slide discusses the limitations of compostable plastics in waste streams, the high cost of PHAs compared to PLA/traditional plastics, and the policy shift toward reduction and reuse.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
20
The slide highlights a specific case study involving WinCup Phade straws and their regulatory compliance issues in Maryland and Washington.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
01
Slide 1
Standard legal boilerplate for investment research firm.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
02
The slide uses a table to demonstrate the downward adjustment of reported net income to an adjusted net income estimate.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
03
This is a research note page detailing accounting manipulation allegations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
04
This is a research note page focusing on forensic accounting analysis of HASI's financial statements.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
05
This slide functions as a short-seller research note, highlighting governance concerns and financial discrepancies.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
06
The text serves as a forensic accounting critique of HASI's relationship with SunStrong Capital Holdings, LLC.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
07
This page functions as a forensic accounting narrative, detailing specific loan amounts, impairments, and the mechanics of HLBV income recognition.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
08
This is a research note page detailing accounting concerns regarding HASI's relationship with SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
09
This is a page from a research report (likely short-seller report) detailing specific financial transactions between HASI and SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
10
The slide details specific financial transactions involving 'Replacement Loan' and 'HA Helix LLC' to argue that HASI engaged in circular debt recycling to inflate operating cash flow.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
11
The slide uses a forensic accounting approach to highlight potential misclassification of investment proceeds and interest payments.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
12
The slide includes a table detailing SunStrong's materiality to HASI's loan balance and commercial receivables.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
13
This slide provides a technical critique of HASI's accounting practices, specifically focusing on HLBV (Hypothetical Liquidation at Book Value) and its impact on reported income and cash flow classification.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
14
The slide uses a quote from an investor relations representative to support the claim that HLBV income is non-cash and eventually reverses.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 1 hit
16
Includes detailed footnotes explaining the derivation of the 166.7% gross-up factor and the 59.8% ITC-related portion.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
17
This slide functions as a forensic accounting critique, highlighting potential aggressive revenue recognition.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
18
The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
19
Includes two tables calculating non-cash gains and one table showing historical securitization margins.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 1 hit
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 1 hit
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 1 hit
23
The slide uses a forensic accounting approach to challenge the company's non-GAAP metric.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 1 hit
25
The slide uses a short-seller research note style to critique accounting practices and credit rating agency oversight.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 1 hit
27
The slide contains a balance sheet and income statement summary for specific entities, followed by a critical analysis of hedging losses and their impact on financial performance.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit