slides · global inventory
Diagnose Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 2,245
Current window 421-450
Pages 75
Rows per page 30
Slide function
421-450 of 2,245
05
Page number 355 included in top right.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
02
This is a research note from Muddy Waters Research dated February 3, 2011.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
01
The slide uses a comparison table to highlight significant underperformance against market indices.Dye & Durham Limited (DND) · Arnaud Ajdler
Shareholder letter Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
08
The slide uses highlighted text and red underlines to emphasize critical findings from a regulatory letter.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
20
The slide uses a third-party investigation firm (Kreller Group) to validate the negative outlook on the deal.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
26
Includes a photographic excerpt of a legal resolution signed by Cesar Navarro.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
54
The slide uses a skeptical tone to contrast market expectations with technical realities.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
61
The chart shows a sharp spike in silver distribution at the -74 micron size fraction across all samples.New Pacific Metals (NUAG) · Nathan Anderson
Conference presentation Short seller 1 hit
34
The slide discusses currency risk and competitive pressures as headwinds for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
35
The slide details structural headwinds including counterparty risk, infrastructure competition, zoning issues, non-linear revenue growth due to rent abatements, and regulatory/legal hurdles.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
12
The slide discusses the structural and regulatory challenges of NRRR schools, including ownership rights, MOE/CAB oversight, and the tax status of EDU's Beijing operations.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
27
The slide uses a narrative-heavy format to expose corporate governance risks and fraud in Chinese companies, specifically targeting EDU's VIE structure.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
07
The slide is primarily text-based, serving as a transition or context-setting page for a diagram mentioned in the text.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Other1 hit
02
The slide uses a 'villain' framing by comparing Olam to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
05
This is a text-heavy research note page. It contains specific quantitative claims about Olam's financial performance and asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
06
The slide uses a highly critical, investigative tone, referencing Enron as a precedent for accounting-driven asset purchasing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
07
The slide uses a skeptical, investigative tone, referencing Enron as a comparative precedent for lack of transparency.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Monster1 hit
12
The text argues that Olam's negative goodwill is not 'real' income and expresses skepticism regarding asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The text discusses specific acquisitions (SK Foods, tt Timber, NZFSU) and critiques the booking of negative goodwill and re-measurement gains.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
22
The slide presents a critical investment thesis regarding Olam's operational sustainability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
27
This page is a text-heavy research note detailing why Olam is difficult to model, citing analyst estimate variance and opaque accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
78
The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
02
This is a text-heavy research note page. It frames the company as a 'granddaddy of China RTO frauds'.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller 1 hit
29
The text describes a 'Potemkin village' scenario regarding production facilities.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 1 hit
30
This appears to be a disclosure or methodology note from a short-seller report (Muddy Waters, LLC).Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 1 hit
04
Includes a quote from a former leader and a table comparing growth rates and market share shifts.Avantor, Inc. (AVTR) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
14
The slide uses a scorecard format to systematically dismantle the leadership's credibility across talent, strategy, capital allocation, and execution.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The Board's failuresLoop · Aha Moment1 hit
44
Uses a classic 'Before/After' or 'Current/Future' state comparison framework.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor Beat · The path to victoryLoop · Before After1 hit
73
The slide uses a process flow to highlight a value-destructive capital allocation decision.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
06
This is a continuation of a shareholder letter, focusing on governance and compensation reform.Upwork Inc. (UPWK) · Arnaud Ajdler
Shareholder letter Activist investor Beat · Solution & ApproachLoop · So What Cascade1 hit