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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 3,271-3,300
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,271-3,300 of 14,162

filter-aware
02
This is the cover/introductory page of a short-seller research report by Muddy Waters.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
05
The slide uses a 'fraud-exposure' or 'expose_contradiction' framework to undermine the credibility of the company's financial disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
06
The slide uses a waterfall chart and a line chart to visually demonstrate the inconsistency in reported financial figures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
07
The slide uses red boxes to highlight inconsistent data points across three different source documents.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
08
The slide uses a table to illustrate sensitivity analysis of net monetary positions and text to detail the contradiction between UK and Malta subsidiary filings.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
10
The slide uses a 'fraud-exposure' framework to contrast initial loan agreements with subsequent, contradictory disclosures.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
11
The slide highlights discrepancies in financial reporting between different versions of prospectuses.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
12
The slide uses primary source document excerpts to contradict or clarify corporate narrative.dLocal (DLO) · Carson Block
Research note Short seller Beat · Appendix DataLoop · Pattern Hunter1 hit
14
The slide contains a table of share counts and a narrative analysis of potential financial impropriety.dLocal (DLO) · Carson Block
Research note Short seller Loop · Pattern Hunter1 hit
16
The slide uses a comparative table to set up a 'fraud-exposure' argument regarding DLO's financial reporting.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
17
The slide highlights a potential discrepancy in DLO's financial reporting and management commentary regarding take rate drivers.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses a line chart for TPV growth and a table for YoY take rate variation. The text below the charts explicitly challenges the COO's explanation for take rate trends.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
20
The slide uses a mix of narrative text and expert testimony to challenge the company's growth story regarding margin compression and competitive advantage.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses a quote from a former executive to frame the FX revenue as suspicious or 'magic'.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
31
The slide presents a forensic accounting reconciliation table to support an allegation of financial impropriety.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
02
This is a text-only research note slide. It functions as a critique of the company's communication strategy, framing their verbal denials as evasive and incriminating.dLocal (DLO) · Carson C. Block
Research note Short seller Beat · Critique of dLocalLoop · Cost Of Inaction1 hit
04
The slide uses a combination of expert quotes, quantitative valuation adjustments, and a qualitative argument regarding ABS bankruptcy risk.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
05
This is a research note page focusing on financial modeling critique.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
07
The slide uses quotes from industry experts and former employees to undermine the credibility of the company's valuation models.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
The slide uses a quote from a former employee to cast doubt on financial reporting and argues that the business model is economically irrational for customers at the end of the PPA term.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
Includes a chart on PV efficiency improvements to support the argument that existing systems will be obsolete by the time renewal contracts are due.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
Includes specific references to footnotes 19, 20, and 21. Contrasts RUN's accounting practices with Sunnova's.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
The slide functions as a forensic accounting critique of a company's valuation methodology.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
13
The slide uses a process diagram to illustrate how ITC proceeds are incorrectly categorized in some industry practices.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Struggle1 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
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
29
The slide argues that the partnership flip structure is used to circumvent tax regulations by inflating fair market value (FMV) for IRS audit purposes.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
30
The slide critiques the valuation validity of PV system transfers by highlighting the sponsor's control and the guaranteed nature of tax equity returns.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
33
The slide argues that Kroll's rating analysis contradicts Sunrun's internal valuation, suggesting an overstatement of assets.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
02
This is a research note page critiquing a company's investor disclosures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit