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slides · global inventory

27 Cost Of Inaction

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57
The slide presents screenshots of a real estate data platform to support a claim of inflated GTV figures by BEKE.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide uses a forensic accounting approach to challenge the company's reported financial metrics.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
The table provides a granular breakdown of transaction counts, store counts, and pricing adjustments used to derive GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Includes screenshots of CRE data for Hangzhou and Nanjing as examples of the adjustment process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Includes detailed footnotes referencing external data sources for real estate market analysis.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Includes a footnote regarding 3Q21 data adjustments.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
The table provides city-level breakdowns of store counts, transaction volumes, and average transaction values, with specific footnotes explaining estimation methodologies for missing data points.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
Includes a sensitivity analysis regarding Shanghai transaction data and introduces a methodology for connected brokerages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
The slide uses a combination of narrative critique and a visual breakdown of DNMR's TAM claims to argue that the company's projections are unrealistic.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
18
Contains citations 45-50. Focuses on market skepticism regarding DNMR's TAM projections.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
19
The slide discusses the limitations of compostable plastics in waste streams, the high cost of PHAs compared to PLA/traditional plastics, and the policy shift toward reduction and reuse.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
17
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
This is a research note page from a short-seller report (likely Muddy Waters or similar) exposing potential fraud.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
Image file not present on disk; could not inspect.Nano-X Imaging Ltd. (NNOX) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
20
The slide uses a cost comparison table to establish a baseline for 'reasonable' costs, then pivots to a thesis about aggressive accounting and regulatory risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
21
Includes a quote from a former executive and details on potential financial liabilities ($948 million).Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
22
The slide uses a quote from a Norton Rose Fulbright memo to support the thesis that tax equity investors in solar may be viewed as lenders rather than partners.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
23
The slide argues that insurance is insufficient due to potential fraud exclusions and valuation gaps between claimed FMV and market/cost approaches.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
24
Includes a specific citation of a PPA agreement clause to support the argument of anti-consumer/anti-investor risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
05
This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a comparison to Wirecard to frame the severity of the situation.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
54
The slide uses a forensic accounting/investigative research tone to expose alleged fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The slide uses legal documentation to contrast the incorporation date (Sept 2014) with David Li's personal investment date (Dec 2014).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
The slide uses legal documentation to frame a narrative of corporate malfeasance and financial manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
This slide functions as a forensic accounting narrative, citing specific SEC filings and financial restatements to support allegations of fraud.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The page includes two footnotes detailing specific interview sources and clarifying bot audience numbers for the 'Livehouse' channel.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
The slide uses a before-and-after comparison of a user profile to highlight potential manipulation of platform statistics.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
Includes a screenshot of a Bigo user profile and a critique of financial reporting discrepancies.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit