slides · global inventory
03 Aha Moment
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03
The slide argues that the valuation increase is not justified by the minor increase in GLA (square footage) and suggests the valuations are unrealistic.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
10
The slide uses a simple table to demonstrate a financial gap, framing it as a 'cash hole' in the company's accounts.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
11
The slide uses a rhetorical question to imply potential hidden assets or misallocation of debt.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
12
The slide uses the Panama Papers as a visual metaphor for exposing hidden financial systems.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
The slide uses a narrative approach to link a specific asset transaction to broader governance and financial integrity concerns.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Includes a screenshot of the original French auditor's report alongside an English translation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a snippet of a French financial document and its English translation to point out the seller's privilege.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
03
This is a short-seller research note page alleging fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses photographic evidence and site visit reports to challenge the integrity of BEKE's reported store count.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
This is a page from a short-seller research report (Muddy Waters/similar style).KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide includes a diagram of the BEKE platform architecture and a detailed text description of the data collection and verification process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
07
The slide uses a short-seller research style to expose discrepancies between company-reported figures and independent transaction data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
08
The table compares transaction counts for May-Aug 2021 vs June-Sept 2021. The text below the table provides a conclusion on GTV inflation.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
09
The slide uses a 'fraud-exposure' framework to contrast company-reported figures with independent data collection results.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
10
Includes two tables detailing revenue recognition accounting and commission rate comparisons.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
02
This is a research note from Muddy Waters Capital regarding their short position on Burford Capital.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
03
Burford Capital (BUR)Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This is page 4 of 9 of a research note. It focuses on behavioral analysis of management responses.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
The slide uses a 'fraud playbook' narrative, comparing the subject to Enron's asset parking schemes.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
03
The slide uses direct quotes from audit disclaimers to expose the contradiction between company claims and report reality.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
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This is a page of text from a research note, likely part of a short-seller report or investigative piece.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 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
02
The slide uses a confrontational tone typical of short-seller research notes, framing the company's silence on specific points as an admission of guilt.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
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The slide functions as a rebuttal tracker, listing specific allegations and the company's denial status.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
04
This is a text-heavy research note page acting as a rebuttal to company management's defense.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · Aha Moment1 hit
05
The slide functions as a rebuttal to XL's corporate response, focusing on customer testimonials vs. marketing claims and the financial implications of the SPAC deal.XL Fleet (XL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Aha Moment1 hit
10
The slide uses a specific case study of 'Platform Angels' and a Wuhan-based sampling methodology to validate the claim of widespread platform manipulation.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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Includes screenshots of YY's own promotional material as evidence of the claim being contradicted.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a combination of quantitative data tables and qualitative analysis of bot behavior to support a fraud thesis.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
02
This is a research note from Muddy Waters Research, acting as an activist short report.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit