Matching slides 58,039
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17,491-17,520 of 58,039

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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
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Includes a critique of reported agent numbers and a stacked bar chart showing the composition of full-time vs. dispatched workers.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide details the data scraping process for store-level metrics (agents, address, brand) and transaction-level metrics (completed transactions, pricing, listing details).KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes technical details on data scraping methodology using app code and UI elements.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses screenshots of browser developer tools to demonstrate how transaction data is extracted from the platform's API responses.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Page 51 of 77KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide details a data collection process over two 76-day periods to estimate quarterly GTV.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes footnotes regarding estimation methodology for specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
55
The table provides granular transaction data for connected stores across various Chinese cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The table breaks down GTV, transaction volume, and commission rates for Lianjia vs. Connected stores.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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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
15
The slide provides a detailed breakdown of income adjustments and methodology for calculating non-cash income inflation.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Includes detailed footnotes explaining the derivation of the 166.7% gross-up factor and the 59.8% ITC-related portion.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Includes two tables calculating non-cash gains and one table showing historical securitization margins.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Includes two tables detailing the calculation logic for low-end and high-end estimates.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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The slide contains a balance sheet and income statement summary for specific entities, followed by a critical analysis of hedging losses and their impact on financial performance.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
07
The text describes the use of a third-party database (Xiaohulu) and custom web scraping to validate YY's internal accounting.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
08
The slide details the identification of fraudulent gift revenue by linking PU IDs to YY-controlled internal network IPs and shared IMEIs.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
15
The slide combines a dashboard visualization of gift data with a text-based case study exposing fraudulent revenue practices.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a data table showing IP address logs and a profile screenshot of the 'Orange Juice' account.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide presents evidence of bot-like behavior through IP address switching and local host IP usage in transaction logs.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide presents evidence of potentially fraudulent or manipulated user location data, suggesting YY-controlled FUs (Fake Users) are masking their true location.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide provides evidence of high-earning performers and estimates total revenue potential for the dating channel category.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
44
The slide uses two tables to reconcile total cash balances against specific onshore WFOE credit report data to infer offshore cash holdings.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a forensic accounting approach to identify a discrepancy of RMB 1.326 billion, suggesting potential capital control violations or fabricated cash balances.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses investigative findings to challenge the nature of Bigo's PRC revenue, attributing it to specific apps rather than general Bigo Live usage.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a calculation table to derive implied PRC revenue and then transitions into a narrative critique of the 'Hello' app's legitimacy.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes screenshots of dashboard metrics for two distinct time periods (expanded and lockdown).Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide includes a table of raw transaction data and a detailed explanation of the XHL data source, including its reliability and ownership.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit