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05 The Reveal
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10
Includes a Q&A excerpt regarding restructuring benefits and a table comparing reported vs. adjusted financial metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
The slide uses a 'before-after' framing to expose the company's tendency to miss projections even after adjusting for significant cost savings.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The slide combines corporate presentation slides (13 and 14) with a critical investor note questioning Nidec's accounting practices.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
This is a research note page focusing on accounting irregularities and potential manipulation of impairment charges.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
05
The slide uses investigative research and external reports to challenge the company's financial health and operational integrity.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
Includes references to Haaretz reporting and a credibility analysis conducted by a former CIA polygrapher.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
The slide uses a forensic linguistics approach to analyze corporate communication, specifically looking for non-answer statements and referral statements.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide uses linguistic analysis to identify 'Inappropriate Level of Concern' as a marker of potential deception in corporate communications.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
Uses the RPM (Rationalize, Project, Minimize) framework for deception detection.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
The slide uses forensic linguistic analysis to identify 'Referral Statement', 'Exclusionary Qualifier', and 'Failure-to-Answer' as indicators of deception.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
03
This is a text-heavy research note page from a short-seller report (Muddy Waters).Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
04
The slide uses a narrative structure to expose potential financial fraud, citing Iceberg Research and Q&A transcripts.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
05
This is a research note page focusing on forensic accounting analysis of Noble Group.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a narrative structure to expose potential financial manipulation (triple dipping) by Noble.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
The text details a complex web of related-party transactions and potential accounting manipulation.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The text functions as a forensic investigation of corporate transactions, highlighting potential fraud or shell company activity.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
This is a text-heavy research note page detailing allegations of sham transactions and lack of transparency.Noble Group (NOBL) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
02
The slide uses a comparative analysis of corporate disclosures to frame NQ's behavior as indicative of fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
03
This is a text-heavy research note page focusing on the failure of internal investigations to uncover fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
02
This is a research note from Muddy Waters, LLC, acting as a short-seller report.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Monster (NetQin's alleged fabrications)Loop · The Reveal1 hit
03
This slide documents a specific instance of corporate fraud exposure via media reporting and short-seller investigation.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Monster (NetQin's alleged fabrications)Loop · The Reveal1 hit
04
The slide documents a corporate credibility crisis where NetQin's claims of partnerships are explicitly denied by the named manufacturers.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Monster (NetQin's alleged fabrications)Loop · The Reveal1 hit
05
The slide highlights the failure of management to deliver on promised rebuttals, fueling investor skepticism.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · The Monster (NetQin's alleged fabrications)Loop · The Reveal1 hit
19
The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
20
The slide presents a conservative model of Olam's debt obligations and liquidity requirements, highlighting a high risk of financial distress.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
02
This is a research note from Muddy Waters, LLC regarding Olam International Ltd.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
03
This page serves as a continuation of a research note, focusing on critical due diligence findings regarding Olam's acquisitions and capital projects.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
04
The slide uses a skeptical tone to challenge management's claims regarding project costs and financial reporting.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
02
This is a short-seller research report page.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The CallLoop · The Reveal1 hit
03
This is a forensic research note exposing corporate fraud/misrepresentation.Superb Summit International Group Limited (1228.HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit