slides · global inventory
Expose Contradiction
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Matching slides 14,162
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Slide function
2,101-2,130 of 14,162
02
This is a classic short-seller research note summary, specifically from Muddy Waters Research.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller 1 hit
03
This is a research note from Muddy Waters, LLC, exposing potential fraud at Orient Paper, Inc.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
This is a page from a Muddy Waters research note exposing potential financial irregularities at Orient Paper, Inc. (ONP).Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
The slide uses a forensic accounting approach to highlight discrepancies between SEC filings and PRC tax/audited filings.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
06
This is a classic short-seller research note using observational evidence to contradict management claims.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
07
This is a page from a short-seller research report (Muddy Waters) exposing potential fraud at ONP.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
The text uses investigative due diligence to challenge the validity of ONP's reported customer revenue.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
This slide is a classic example of forensic accounting research used to expose fraudulent revenue reporting.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
10
The slide uses a 'fraud-exposure' logic to argue that the customer list churn is statistically improbable, suggesting fabricated sales data.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
11
The slide uses forensic accounting logic to compare public filings (10-K) against internal PRC tax filings and independent vendor quotes to expose fraud.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a forensic accounting approach to expose potential fraud by comparing historical claimed values against current market quotes.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
13
This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses visual evidence to undermine the company's operational quality claims.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
20
The slide uses visual evidence to cast doubt on the operational status of a production line.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
21
This is a page from a Muddy Waters short-seller research report.Orient Paper Inc. (ONP) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
69
Uses a process-flow diagram to contrast 'Light Integration' vs 'No Integration' across product groups.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
70
The slide highlights the URL 'dyedurham.co.uk' and circles specific product modules to prove the lack of integration.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
72
Uses a combination of quantitative data (bar chart) and qualitative evidence (quotes) to build a case against management's capital allocation.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
74
Uses 'FAIL' stamps to emphasize the negative outcomes of the Board's strategic initiatives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
75
The slide uses a bar chart to contrast historical focus (IPO through Q4 2024) with recent focus (Q1 2025).Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
76
The slide uses a callout box to highlight the impact of activist intervention on reducing transaction costs in 2024.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
77
Uses a quote from Mr. Proud to contrast with the subsequent equity offering announcement.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
79
Dye & Durham Limited (DND)Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
80
The slide uses a comparison table to highlight governance failures.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
81
The slide uses a press clipping from The Globe and Mail to validate the claim of board obstructionism.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
82
The slide uses a bar chart to visualize the gap between the current share price and the implied share price at the peer median multiple.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
83
Uses a timeline on the left and a callout box on the right to contrast board behavior with shareholder demands.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
85
The slide highlights a contradiction between the CEO's claim of not owning common shares and the existence of Plantro as a large shareholder.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
86
The table highlights the two members of the Compensation Committee (Mario Di Pietro and David MacDonald) who received significantly higher 'Withheld' votes compared to other nominees.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit
87
The slide uses a table to detail specific option grants to named executives to support the argument of misaligned incentives.Dye & Durham Limited (DND) · Arnaud Ajdler
Activist deck Activist investor 1 hit