Matching slides 14,162
Current window 2,311-2,340
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all

Slide function

2,311-2,340 of 14,162

filter-aware
02
Uses a quote from The Wire to frame the contradiction between the CFO's public statements and the reality of the franchise model.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
03
The slide uses a 'gotcha' transcript to frame the subsequent fraud allegation.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
04
This is a page from a short-seller research report (Muddy Waters style).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Call to Action1 hit
09
Includes direct quotes from franchise sources and specific financial terms (RMB 600k-1M license fees, RMB 80k training fees, RMB 100k deposit).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
05
This is a page from a research note (likely a short-seller report) analyzing FMCN's financial disclosures.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Expose Contradiction1 hit
06
The slide uses a series of numbered arguments (VI, VII, VIII) to systematically dismantle corporate defenses.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
08
The diagram uses a complex node-link structure to show conflicts of interest, investments, and board memberships.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
01
Slide 1
Short position disclosure included at the top.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
02
The slide uses a sarcastic tone to highlight management's deception, referencing specific past fraudulent behaviors.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
03
This is a page from a Muddy Waters research note exposing corporate fraud.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
04
The slide uses a literary metaphor to highlight corporate deception regarding product definitions.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
05
This is a page from a short-seller research report (Muddy Waters) attacking Focus Media (FMCN).Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
06
The text uses a sarcastic tone to dismantle management's 'revisionist' explanation of their theater count methodology.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
07
This is a research note page focusing on forensic accounting and skepticism of management disclosures.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
08
The slide uses a sarcastic tone to undermine management's integrity, citing an external contributor (Matt Berry) to validate the claim of deceptive practices.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller 1 hit
01
Slide 1
This is a short-seller research report by Muddy Waters LLC. It uses the Olympus scandal as a precedent for corporate fraud.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Call1 hit
02
The slide uses investigative reporting to cast doubt on the legitimacy of an acquisition target.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The Monster1 hit
03
The slide uses a narrative structure to raise red flags about a potential shell company transaction.Focus Media Holding Ltd. (FMCN) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
01
Slide 1
The slide uses a provocative, satirical tone to frame the credibility of third-party auditors in China.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
02
This is a page from a short-seller research report (likely Muddy Waters or similar) exposing fraudulent practices in Chinese companies listed in the US.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
03
This is a page from a short-seller research report (Muddy Waters) exposing fraudulent practices in Chinese companies.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
The slide uses a table of data attributed to CTR to highlight inflated figures, followed by text debunking the claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
07
The slide uses a comparison of two data sources to cast doubt on the accuracy of the CTR research report.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
08
The slide uses a 'before-after' or 'side-by-side' comparison to highlight a discrepancy in asset ownership claims.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
10
The slide uses a screenshot of a website and a data table to contrast two conflicting sources of information.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
11
The slide uses a table to present CTR's findings and a screenshot of the company website to contradict it.Focus Media Holding Ltd. (FMCN) · Muddy Waters, LLC
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The slide uses a narrative of 'exposing' management's claims by contrasting them with external market data and government policy changes.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
05
The slide uses a quote from Kenneth Lay (Enron) to frame the argument against Olam's reliance on E&Y.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Zoom In1 hit
06
This is a text-heavy research note page from a short-seller report.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
The slide uses red boxes to highlight discrepancies in financial reporting between two different statements.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · Expose Contradiction1 hit