slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 3,181-3,210
Pages 473
Rows per page 30
Slide function
3,181-3,210 of 14,162
06
Includes a table calculating production volume based on sales, inventory build, and assumed PHA content.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
07
The slide uses inventory turnover and production capacity data to challenge the company's narrative regarding production bottlenecks and partnership demand.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
09
The slide contrasts corporate R&D realities with investor expectations.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
10
The slide is part of a short-seller report (likely) critiquing Danimer Scientific's marketing claims.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Zoom In1 hit
12
Uses a pop-culture reference (Chappelle's Show) to frame the critique of corporate management.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
13
The slide uses a table to expose a math error/deception in the company's reported capacity figures.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
14
This is a text-heavy research note page containing critical due diligence findings on Danimer Scientific (DNMR).Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 hit
15
This page functions as a deep-dive investigative note, likely part of a short-seller or critical research report.Danimer Scientific (DNMR) · Carson Block
Research note Short seller Loop · Analogy1 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
02
The slide uses a table to demonstrate the downward adjustment of reported net income to an adjusted net income estimate.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
03
This is a research note page detailing accounting manipulation allegations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
04
This is a research note page focusing on forensic accounting analysis of HASI's financial statements.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
05
This slide functions as a short-seller research note, highlighting governance concerns and financial discrepancies.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
06
The text serves as a forensic accounting critique of HASI's relationship with SunStrong Capital Holdings, LLC.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
07
This page functions as a forensic accounting narrative, detailing specific loan amounts, impairments, and the mechanics of HLBV income recognition.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
08
This is a research note page detailing accounting concerns regarding HASI's relationship with SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
09
This is a page from a research report (likely short-seller report) detailing specific financial transactions between HASI and SunStrong.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
10
The slide details specific financial transactions involving 'Replacement Loan' and 'HA Helix LLC' to argue that HASI engaged in circular debt recycling to inflate operating cash flow.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
11
The slide uses a forensic accounting approach to highlight potential misclassification of investment proceeds and interest payments.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
12
The slide includes a table detailing SunStrong's materiality to HASI's loan balance and commercial receivables.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
13
This slide provides a technical critique of HASI's accounting practices, specifically focusing on HLBV (Hypothetical Liquidation at Book Value) and its impact on reported income and cash flow classification.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
14
The slide uses a quote from an investor relations representative to support the claim that HLBV income is non-cash and eventually reverses.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
02
Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)1 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
04
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
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
46
Uses a 'claim vs. rebuttal' structure to undermine company credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
47
This is a classic Muddy Waters short-seller slide, focusing on exposing corporate governance issues and lack of substance in company announcements.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
51
The slide uses a series of links to news articles to substantiate the claim that competitors are winning the business XL is targeting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
53
The slide uses a series of quotes to undermine the company's growth projections.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit