slides · global inventory
Analyze Data
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 58,039
Current window 17,521-17,550
Pages 1,935
Rows per page 30
Slide function
17,521-17,550 of 58,039
60
Includes screenshots of CRE data for Hangzhou and Nanjing as examples of the adjustment process.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
Includes detailed footnotes referencing external data sources for real estate market analysis.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
Includes a footnote regarding 3Q21 data adjustments.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
The table provides city-level breakdowns of store counts, transaction volumes, and average transaction values, with specific footnotes explaining estimation methodologies for missing data points.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
Includes detailed calculation tables for transaction estimates in specific cities.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
66
The table maps cities to reference cities to derive adjusted transaction values based on house listing price differentials.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
67
The table includes city-level transaction data and GTV estimates, with a final adjustment calculation at the bottom.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
68
Includes specific adjustments for Chengdu transactions and proxy city assignments for missing pricing data.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
69
The table contains 139 rows of city-level data with columns for store count, transaction volume, and GTV estimates.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
70
Includes specific footnotes referencing BEKE 20-F and F-1A filings.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The slide is a direct excerpt from financial statements (Note 17).dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
19
The table highlights the shift toward low take-rate cohorts and the impact of large clients like Google on profitability.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
22
The slide uses expert interview transcripts and secondary sources to analyze the business model dynamics of DLocal's largest clients.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
28
Includes specific citations to DLO 20-F, Source A, Source E, and Central Bank reports.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
29
The text details the forensic accounting process used to reconcile merchant-related cash flows from consolidated financial statements.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
30
The table includes a 'Check Sum' row at the bottom, indicating a reconciliation adjustment between the two segments.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
32
Includes explanatory footnotes detailing specific balance sheet movements related to merchant funds and receivables.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
33
The slide highlights potential risks of fraudulent financial reporting and co-mingling of client and company funds.dLocal (DLO) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
03
The slide provides a narrative analysis of financial data points (investments, losses, equity changes, debt increases) to support a thesis about asset harvesting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Background Research1 hit
04
The table provides comparative financial statements for Engie Brasil, Engie Peru, Gaztransport & Technigaz, and Engie Jupiter Group.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
05
Includes footnotes 12-15. The table provides balance sheet and income statement data for multiple entities.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
07
Includes a table of PPA offtakers and detailed footnotes regarding financial statements and HLBV accounting.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
08
Includes annotations pointing out 'Real P&L from operations', 'Tax equity losses', and 'Non-cash offsetting profit attributed to sponsor (Vivint) & cash equity (HASI)'.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
25
The slide discusses the mechanics of Partnership Flips, Warehouse Lines, and ABS, as well as the role of Tax Equity Investors.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide provides a critical perspective on the underlying economics of Sunrun's (RUN) tax equity financing structures.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
32
The text performs a critical analysis of the valuation gap between RUN's reported FMV and Kroll's rated bond issuance, suggesting overvaluation by the company.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
11
Contains two tables detailing portfolio metrics including vacancy rates, market value, and net initial yields.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
12
The slide aggregates disparate data points from financial statements, presentations, and prospectuses to support an argument about overvaluation.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
16
This is a legal document (Liste der Gesellschafter) showing the cap table structure at the time of incorporation/renaming.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
17
Source: Drastemo Limited (Cyprus), Republic of Cyprus Companies SectionVivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit