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This is a research note from Muddy Waters Capital LLC, dated March 8, 2016.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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Includes a table of 'RESULTAT EXCEPTIONNEL' comparing 2014 and 2013 financial data.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide focuses on the lack of transparency in Casino's EBITDA reporting compared to Tesco and Carrefour, and raises concerns about stretched payables in H2 2015.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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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
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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
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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
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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
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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
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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
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The slide uses forensic linguistic analysis to interpret corporate press releases as defensive posturing rather than substantive rebuttal.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide critiques specific corporate communication patterns, labeling them as 'Failure to Answer', 'Non-Specific Denial', and 'Convincing Statements'.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide serves as a critical commentary on corporate communication, specifically analyzing the reliability of management's responses to credit rating agency actions.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide functions as a forensic audit of corporate rhetoric, specifically calling out 'non-answers' and attempts to reframe negative performance.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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This is a text-heavy transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Transcript of a speech delivered at an AGM.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a verbatim transcript page from a corporate meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a text-heavy transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This page is a verbatim transcript of a shareholder's questions and comments during a general meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a text-heavy transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a transcript page from a corporate meeting document.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This page appears to be part of a Q&A or disclosure document from an Ordinary General Meeting.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide is a continuation of a Q&A or inquiry document, specifically focusing on Evolution Media Net, Digital Partners, and Infoscreen.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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Transcript from Ströer SE & Co. KGaA Ordinary general meeting on June 22, 2016.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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This is a verbatim transcript of a meeting, not a standard presentation slide.Stroer SE & Co. KGaA (SAX) · Muddy Waters Capital
Other Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The chart appears to be a screenshot from a financial data terminal (e.g., Bloomberg).St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide combines historical data for Boston Scientific with a forward-looking DCF sensitivity analysis for St. Jude Medical.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide outlines specific adjustments to management guidance for various segments (CRM, Heart Failure, AF, Cardiovascular, Neuromodulation) and financial metrics (Margins, SG&A, R&D, Capex) to reflect a stress-test scenario.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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Includes a line chart for revenue segments, a list of DCF assumptions, a data table for EPS/Revenue metrics, and a bar chart for Adj. EPS change.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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The tables represent a sensitivity analysis for St. Jude Medical (STJ) based on a hypothetical market share loss scenario.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
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Includes four sensitivity tables and a paragraph detailing a bank loan covenant breach calculation.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit