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slides · global inventory

10 Iceberg

Loop collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 1,212
Current window 481-510
Pages 41
Rows per page 30
Loop: 10 Icebergclear collectionreset all
18 30 60

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481-510 of 1,212

filter-aware
05
The slide serves as visual evidence for a research note, likely highlighting operational or maintenance failures at specific farm sites.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 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
The slide uses photographic evidence to diagnose environmental stressors in livestock housing.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
08
The slide uses photographic evidence to support qualitative observations about facility maintenance and construction standards.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
09
The slide uses visual evidence to support claims of poor farm management and infrastructure quality.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 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
10
The use of the 'puppies and rainbow' image is a rhetorical device intended to frame the company's behavior as childish or deceptive.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Solution (Provide relief)Loop · Iceberg1 hit
26
The slide uses a stacked bar chart to decompose the value of tower acquisitions into PP&E, Customer Relationship, Network Location, and Goodwill components to identify 'lending' behavior.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
27
The slide argues that AMT is booking loan repayments as rental revenue, creating tax and EBITDA reporting issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
28
The slide functions as a critical summary of the company's international strategy, framing it as value-destructive and misleading to investors.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
29
The slide highlights a discrepancy between analyst models (which lack FX forecasts) and actual market movements in currencies like the Indian Rupee and Brazilian Real.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
30
The text critiques AMT's reliance on CPI-linked escalators as a substitute for currency hedging, specifically highlighting the mismatch in Brazil, South Africa, and India.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
31
The slide uses a craps table metaphor to characterize AMT's international investments as a gamble.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 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
33
The slide functions as a critical research note challenging management assertions and market consensus regarding the Indian telecom infrastructure market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
34
The slide discusses currency risk and competitive pressures as headwinds for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
35
The slide details structural headwinds including counterparty risk, infrastructure competition, zoning issues, non-linear revenue growth due to rent abatements, and regulatory/legal hurdles.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
36
Discusses diesel reduction mandates, $128m estimated capex, 13% CAGR decline in ARPU, and Reliance 4G rollout impact.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
37
Contains footnotes 66-71 referencing specific market data and news sources.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
40
Discusses the impact of market rent abatements and carrier infrastructure sharing on tower company revenue models.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
10
The slide uses a 'fraud-exposure' or 'alter-ego theory' narrative to suggest corporate obfuscation.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
11
The slide uses screenshots of a video and a LinkedIn profile to link Chris Meadows to both CSC and IQE, followed by a transcript of an inquiry confirming the joint venture nature.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
12
The slide uses a job posting as evidence to link CSC and IQE, specifically mentioning Robert Harper as a shared employee.IQE plc (IQE) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
05
This is a forensic research note exposing financial inconsistencies and alleged fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
06
This slide is part of a series of 'lies' identified by Muddy Waters regarding NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
Includes a transcript of a call between MW and Alipay customer service to verify the partnership claim.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
06
The slide uses investigative findings to challenge the legitimacy of reported financial transactions.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
The slide uses investigative findings to expose sham counterparties and fake loans.China Internet Nationwide Financial Services Inc. (CIFS) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit