slides · global inventory
Expose Contradiction
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 1,114
Current window 241-270
Pages 38
Rows per page 30
Framework
241-270 of 1,114
07
The slide uses a narrative approach to expose the contradiction between Carvana's original business model and its current operational reality.Carvana Co. (CVNA) · Kerrisdale Capital
Research note Short seller Beat · EvidenceLoop · Mece Breakdown1 hit
04
Uses a 'vs' visual comparison to contrast old-fashioned oxygen tanks with portable concentrators.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
14
The slide uses a rhetorical question to frame a potential contradiction in the company's business model or asset quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
08
The slide uses a list of specific quarterly guidance raises to support the thesis of a contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
13
Uses a quote from a former executive to undermine the company's current strategic messaging.Lumen Technologies (LUMN) · Kerrisdale Capital
Research note Short seller Beat · Agitate (Make it worse)Loop · Mece Breakdown1 hit
42
The chart uses a dot plot format to show two metrics over time; the text explicitly contrasts the management views of two companies.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
09
Uses photographic evidence to refute corporate narrative.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Before After1 hit
82
The slide uses a Q&A format to expose the 'left hand-right hand' relationship between listed companies and their subsidiaries.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 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
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
04
The slide uses a literary metaphor to highlight corporate deception regarding product definitions.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 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
09
The slide contains an embedded image of a company presentation slide from August 2018, which is then critiqued by the surrounding text.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
10
The slide contrasts a 2019 quote with a 2018 quote to show management's shifting stance on data validity.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
21
The slide uses a callout box for trial results and follows with a critical analysis of anemia as a side effect.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
06
This is a page from a short-seller research report (likely Muddy Waters) attacking NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
23
The slide uses a table to demonstrate that while EEGs are a small percentage of revenue, they represent a significant portion of net profit, challenging the company's public narrative.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
92
The slide uses a narrative structure to draw parallels between Enron's past behavior and Olam's current actions, specifically highlighting the contradiction between public ethical posturing and private misconduct.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
37
The slide presents qualitative evidence (interviews) to contradict a narrative of acquisition, suggesting the business remained under the TAL brand.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses comparative financial ratios to argue that Shujia's reported deferred revenue is inconsistent with industry norms, implying potential misrepresentation of business consolidation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
The slide uses a dialectic structure (MWC vs Ströer SE) to expose inconsistencies in corporate communication.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
05
The slide uses a 'before/after' or 'rebuttal' structure by showing an original claim followed by a 'close look' at the data that contradicts the initial interpretation.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)1 hit
07
The slide uses red trend lines to highlight the unexpected underperformance of the CR category in cardiac response.Prothena Corp PLC (PRTA) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
04
The slide uses a 'reconciliation' approach to test management's claims against a system of equations derived from historical disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Aha Moment1 hit
10
The slide presents two distinct calculation scenarios (Method 3) and compares them against reported data to expose discrepancies in ASP growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
02
This is a text-heavy page from a shareholder letter, likely an activist investor document.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Monster1 hit
46
Uses a 'claim vs. rebuttal' structure to undermine company credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
51
The slide uses a series of links to news articles to substantiate the claim that competitors are winning the business XL is targeting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
03
The document uses a Q&A format to verify specific technical claims made by a company under investigation.Orient Paper Inc. (ONP) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit