slides · global inventory
CEO Quote Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
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Framework
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15
The slide uses direct quotes from earnings calls to expose management's potential manipulation of financial reporting.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
35
The slide highlights a contradiction between management's stated policy and subsequent actions, supported by share repurchase data.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
37
The slide uses a skeptical tone to contrast management's claims of a 'technological edge' with historical patterns of over-promising (e.g., haptic technology).Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
38
The slide uses a combination of a bar chart for market growth and an infographic for haptic applications to frame a narrative that is later contradicted by the text analysis of earnings calls.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses expert interviews to undermine the company's credibility regarding farm quality.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
07
Uses a sarcastic image of puppies and a rainbow to mock the company's denial of the issue.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
09
Includes a sarcastic image of a puppy with a rainbow, typical of Muddy Waters' aggressive/mocking style.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Solution (Provide relief)Loop · Analogy1 hit
12
Uses a sarcastic image of puppies under a rainbow to mock the company's optimistic stance.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Solution (Provide relief)1 hit
21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
04
The slide uses a quote from IMF Bentham to challenge the narrative that BUR's accounting is mandated by standards rather than being a strategic choice.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · The Reveal1 hit
13
The slide uses a table to juxtapose management quotes with the eventual reality of the companies (Bankrupt, -48% share price).Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Solution (Provide relief)1 hit
10
The slide uses direct quotes from Louis Hsieh to challenge the company's narrative regarding store growth and franchising.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
24
The charts are empty placeholders, likely indicating missing data or a template structure. The core argument is a critique of management's narrative regarding margin pressure.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
13
The slide uses a 'quote-analysis' structure to deconstruct the speaker's avoidance and aggression tactics.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
18
The slide uses a 'he-said-she-said' structure to highlight the discrepancy between internal allegations of rot and the official narrative of compliance.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
04
The text discusses corruption allegations involving TeliaSonera, citing specific financial figures and contrasting executive statements with external perspectives on crisis management.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
27
Uses a quote to undermine the credibility of the company's financial guidance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
06
The slide uses a Q&A format to highlight red flags in a potential investment.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Evidence & Proof1 hit
12
Uses a 'Management Says One Thing... But Then Does Another' framing to highlight hypocrisy.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
15
Uses a media clipping from The Globe and Mail to substantiate claims of a 'ransom' payment.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
25
The slide uses visual evidence (screenshots of legal letters) to support the claim of board entrenchment.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
28
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
30
Uses a classic 'He said / She said' or 'Claim vs. Fact' structure to discredit the board.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
32
Uses a side-by-side comparison of management quotes vs. market data to expose a contradiction.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The struggle for change1 hit
49
Includes a quote from CEO Matt Proud to contrast with the poor performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
54
The slide uses a two-column list format to categorize feedback, with specific callouts for 'trust' and 'inconsistent' actions.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victory1 hit
62
Uses a CEO quote to establish the target, then contrasts it with actual performance data.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
67
Uses a 'before-after' style layout to contrast public marketing claims with internal reality.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
75
The slide uses a bar chart to contrast historical focus (IPO through Q4 2024) with recent focus (Q1 2025).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
77
Uses a quote from Mr. Proud to contrast with the subsequent equity offering announcement.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit