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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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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
118,741-118,800 of 319,975
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 Contradiction1 hit
77
The slide uses photographic evidence and a comparison table to highlight that a Lianjia-registered location is physically occupied by a Deyou franchise.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
01
dLocal (DLO)dLocal (DLO) · Carson Block
Research note Short seller 1 hit
02
This is the cover/introductory page of a short-seller research report by Muddy Waters.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
03
The slide includes a strong introductory paragraph framing the report as an expose of fraudulent accounting and governance failures.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
04
The slide serves as a section index followed by an introductory argument regarding financial misstatements.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
05
The slide uses a 'fraud-exposure' or 'expose_contradiction' framework to undermine the credibility of the company's financial disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide uses a waterfall chart and a line chart to visually demonstrate the inconsistency in reported financial figures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
07
The slide uses red boxes to highlight inconsistent data points across three different source documents.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
08
The slide uses a table to illustrate sensitivity analysis of net monetary positions and text to detail the contradiction between UK and Malta subsidiary filings.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
01
dLocal (DLO)dLocal (DLO) · Carson C. Block
Research note Short seller 1 hit
02
This is a text-only research note slide. It functions as a critique of the company's communication strategy, framing their verbal denials as evasive and incriminating.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Critique of dLocalLoop · Cost Of Inaction1 hit
03
This is a continuation of a previous paragraph, likely part of a short-seller research report.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Preemptive RebuttalLoop · Cost Of Inaction1 hit
01
Standard legal disclaimer page.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 HASI1 hit
03
The slide provides a narrative analysis of financial data points (investments, losses, equity changes, debt increases) to support a thesis about asset harvesting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Background Research1 hit
04
The table provides comparative financial statements for Engie Brasil, Engie Peru, Gaztransport & Technigaz, and Engie Jupiter Group.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
05
Includes footnotes 12-15. The table provides balance sheet and income statement data for multiple entities.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 1 hit
07
Includes a table of PPA offtakers and detailed footnotes regarding financial statements and HLBV accounting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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 1 hit
09
The slide uses a critical tone to challenge the nature of HASI's financial reporting regarding its Vivint 3 investment.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
10
The slide uses a transcript format to expose a discrepancy in loan figures ($140M vs $340M) provided by HASI investor relations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
11
The slide is a transcript of an interview with a former HASI executive, focusing on financial engineering and potential accounting/valuation concerns.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Exposing Contradictions1 hit
12
Hannon Armstrong Sustainable Infrastructure Capital (HASI)Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Conclusion and Call to Action1 hit
01
Sunrun Inc. (RUN)Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller 1 hit
02
The document is a short-seller research report.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller 1 hit
03
The slide uses a 'three pillars' framework to structure the short thesis. It includes direct quotes from a former employee to bolster credibility.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
04
The slide uses a combination of expert quotes, quantitative valuation adjustments, and a qualitative argument regarding ABS bankruptcy risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
05
This is a research note page focusing on financial modeling critique.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
The slide details specific adjustments to valuation inputs like panel degradation, default rates, and developer margins.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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 Hunter1 hit
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 Hunter1 hit
09
Includes a chart on PV efficiency improvements to support the argument that existing systems will be obsolete by the time renewal contracts are due.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
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 Hunter1 hit
11
The slide functions as a forensic accounting critique of a company's valuation methodology.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
12
The slide argues that current industry practice regarding ITC calculation is aggressive and potentially subject to future IRS challenge.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The slide uses a process diagram to illustrate how ITC proceeds are incorrectly categorized in some industry practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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 Struggle1 hit
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 Struggle1 hit
16
The slide uses a critical tone to challenge the company's valuation methodology, specifically citing IRS guidelines and comparing their findings to a Kroll report.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
17
The slide serves as a methodological disclosure for financial adjustments made to the company's reported figures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
18
The slide argues that Sunrun's reported costs are inflated, leading to an overstated Fair Market Value (FMV) for tax purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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 Struggle1 hit
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Includes a quote from a former executive and details on potential financial liabilities ($948 million).Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
The slide argues that insurance is insufficient due to potential fraud exclusions and valuation gaps between claimed FMV and market/cost approaches.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
24
Includes a specific citation of a PPA agreement clause to support the argument of anti-consumer/anti-investor risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
26
The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
27
This appears to be a continuation of a sentence from a previous page, likely part of a larger argument regarding the company's liquidity or business model risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
28
Page 27 of 32Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
29
The slide argues that the partnership flip structure is used to circumvent tax regulations by inflating fair market value (FMV) for IRS audit purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The text performs a critical analysis of the valuation gap between RUN's reported FMV and Kroll's rated bond issuance, suggesting overvaluation by the company.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
01
Page 1 of 2Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Disclaimer1 hit
02
This is a research note page critiquing a company's investor disclosures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit