Matching slides 645
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Framework: Preempt Rebuttalclear collectionreset all

Framework

151-180 of 645

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This is a classic 'short-seller defense' document, framing the attackers as biased and lacking due diligence.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · The Reveal1 hit
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This is a text-heavy rebuttal slide responding to a short-seller report (Muddy Waters).China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · The Reveal1 hit
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The slide uses a structured 'Allegation vs. Fact' format to systematically refute claims.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
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The slide uses a 'fact vs allegation' structure to refute claims made by a short-seller report.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
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The slide uses a structured 'ALLEGATION' vs 'FACT' format to systematically refute claims made by short-sellers (Muddy Waters).China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
21
This is a text-heavy research note slide from Muddy Waters Research.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Paradox Resolver1 hit
03
Uses a red dashed box to highlight the activist's counter-argument against a specific slide from the company's presentation.Taubman Centers, Inc. (TCO) · Jonathan Litt
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a table of director compensation followed by a narrative critique of the compensation committee's governance and decision-making process.Welltower Inc. (WELL) · Jonathan Litt
Research note Activist investor 1 hit
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The slide justifies the conservative nature of the financial estimates by detailing specific accounting assumptions regarding PP&E, land leases, and CIP allocations.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
08
Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
32
Includes a table of international M&A performance metrics and qualitative commentary on the Indian telecom market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
91
The slide presents a dialogue between an interviewer (Q) and a source (Mr. C) to establish the existence and function of a private management entity.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller 1 hit
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This page functions as a rebuttal to Burford's narrative, specifically challenging their legal interpretation of YPF bylaws, their operational competence, and the legitimacy of their asset sales.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
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This is a text-heavy research note page. It uses a 'preempt_rebuttal' strategy by framing the company's defense as a predictable pattern of behavior seen in other fraudulent entities.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Solution (Provide relief)1 hit
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The slide highlights the pattern of companies issuing strong denials to Muddy Waters reports, followed by fraud findings or delisting.Burford Capital (BUR) · Carson Block
Research note Short seller Beat · Solution (Provide relief)1 hit
02
The slide uses a narrative structure to expose alleged deception by Burford Capital regarding their financial reporting of the Napo litigation asset.Burford Capital (BUR) · Carson C. Block
Research note Short seller 1 hit
02
The slide uses a 'preempt_rebuttal' and 'expose_contradiction' strategy by comparing Casino's response to a previous short case (Noble Group).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
06
The slide uses a 'cut-out' style box to mock a potential management response to the evidence presented.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Preempt Rebuttal1 hit
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Includes legal citations and references to Canadian law (Ledcor, Sabean, contra proferentem).Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
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This page is a continuation of a legal brief or research note, focusing on rebutting counter-arguments (points 4, 5, and 6).Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller 1 hit
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This is a text-heavy research note page from a short-seller report (Muddy Waters). It uses a 'preempt_rebuttal' strategy to defend its survey methodology.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
13
The slide is a raw transcript of a conference call or investor Q&A session.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction1 hit
18
The slide captures a series of questions from users and responses from NQ Yu Lin, serving as a defensive communication piece.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Victory (exposing NetQin's fabrications)Loop · Cost Of Inaction1 hit
08
This slide functions as a rebuttal to management's public statements, using a 'he-said-she-said' framing to highlight potential governance risks.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Preempt Rebuttal1 hit
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The slide uses a numbered list format to systematically address and refute specific claims made by Muddy Waters Capital, while also providing meta-commentary on the nature of the accusations.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
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Includes two tables (Figure 1 and 2) modeling high-end and low-end estimates of Rent24's contribution to Vivion's rental income.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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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
03
The text serves as a narrative defense against accusations of bias and a factual attack on the target company's operations.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication1 hit
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The slide serves as a preemptive rebuttal to accusations of bias or financial vendetta.Orient Paper Inc. (ONP) · Carson Block and Sean Regan
Shareholder letter Short seller Beat · Problem & Complication1 hit
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The slide uses a callout box to point out that activity has slowed since the activist investor (Engine Capital) became involved.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failures1 hit