slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 2,341-2,370
Pages 473
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Slide function
2,341-2,370 of 14,162
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The slide uses direct quotes from Louis Hsieh to challenge the company's narrative regarding store growth and franchising.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
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This is a research note from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
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The slide argues that EDU is subject to EIT based on tax regulations and direct inquiries, contradicting their financial reporting.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
14
The slide highlights a discrepancy between the reported 'Other Expenses' (which should be 25% for EIT) and the actual reported figures (less than 1%), implying the entity is falsely claiming tax-exempt status.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
15
The slide presents a forensic accounting argument regarding potential misrepresentation of franchise consolidation and tax exemptions in SEC filings.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged FraudLoop · Pattern Hunter1 hit
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This page is part of a research note investigating potential financial irregularities at EDU, specifically focusing on franchise reporting and subsidiary revenue discrepancies.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
17
The slide uses a dual-axis line chart to contrast EDU's rising revenue against the declining revenue of its subsidiaries (Hewstone & Decision).New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
18
The slide uses two line charts to demonstrate that online user growth is flat despite massive growth in the underlying market and in-person enrollments.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
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Includes a table of historical operating metrics and a Google Trends line chart showing declining traffic.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Alleged Fraud1 hit
21
The slide uses specific examples of obstruction and financial reporting to build a case for fraud, referencing Muddy Waters' research.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
23
The slide uses a highly unconventional, provocative tone, blending financial analysis with pop culture references to allege potential obfuscation of share ownership.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
24
The slide uses a narrative structure to link geopolitical pressure with questionable financial decisions by the company.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
26
The slide serves as a disclosure of the hostile environment faced by the researchers, framing the company's actions as part of a broader pattern of fraud and suppression.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
28
The slide uses a diagram to illustrate the structural difference between a standard company and a VIE, and uses a quote from a BIDU prospectus to contrast with EDU's lack of control.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
30
The slide compares BIDU's structure with EDU's, highlighting that EDU's pledges are cosmetic and lack legal teeth.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
32
The slide uses a bar chart to compare EDU against peers (XRS, XUE) across various service metrics to support the argument that EDU is underperforming.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the Truth1 hit
14
The slide serves as a forensic accounting critique of Olam's acquisition accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
17
The slide uses financial data tables to challenge the company's stated accounting practices regarding margin accounts.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
Includes a visual metaphor of a house of cards branded with Olam's logo.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses a table to demonstrate that while EEGs are a small percentage of revenue, they represent a significant portion of net profit, challenging the company's public narrative.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
24
This is a page from a research report (likely Muddy Waters or similar short-seller report) exposing Olam's contradictory statements regarding government subsidies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
25
The slide discusses the volatility and regulatory risks associated with government grants, specifically EEGs in Nigeria and grant income in Gabon.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
26
Uses the Enron 'black box' analogy to frame Olam's investment risk.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a table to compare analyst estimates against management guidance to expose poor modeling practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
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The slide uses financial data to highlight lack of correlation and volatility, suggesting aggressive accounting or transfer pricing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
32
Critique of accounting practices regarding fair value model assumptions and their impact on reported earnings.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
33
The slide uses a skeptical tone to challenge management's explanations for accounting discrepancies, framing them as potential indicators of fraud or incompetence.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
34
This is a page from an activist short-seller report (Muddy Waters on Olam) detailing accounting inconsistencies.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
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This page appears to be part of a larger investigative research report (Muddy Waters style).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
36
This page is part of a larger investigative report (Muddy Waters Research) alleging financial manipulation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit