slides · global inventory
Expose Contradiction
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Matching slides 14,162
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Pages 473
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Slide function
2,401-2,430 of 14,162
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This is a text-heavy research note page. It includes specific allegations regarding the Site Sharing transaction and cites analyst reactions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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The slide uses two charts to demonstrate that acquisition costs per site are trending upward while operating profit margins are volatile and trending downward, supporting the thesis that AMT's growth is driven by overpaying for assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a skeptical, investigative tone to challenge management's narrative on international growth and capital allocation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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This is a text-heavy research note page focusing on forensic accounting and management credibility.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The text highlights potential financial irregularities and management's failure to address them.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
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The slide uses investigative reporting techniques to challenge corporate disclosures regarding transaction pricing and asset valuation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a photo of a nondescript building in Brazil to visually undermine the valuation of a $585.4 million acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
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This is a research note page focusing on forensic accounting and corporate governance critique.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The text serves as a forensic accounting critique of AMT's international acquisition practices, specifically alleging potential fraud or inflation of purchase prices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses direct quotes from a conference call and financial analysis to highlight a discrepancy in valuation multiples.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This is a page from a Muddy Waters research report, likely a short-seller thesis.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The slide uses visual evidence (Google Maps Street View) to cast doubt on the legitimacy of an appraisal firm.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses investigative journalism style to link a company (AMT) to potentially illicit actors and questionable internal governance.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
The slide focuses on the governance history of AMT, specifically highlighting the roles of CEO Jim Taiclet and EVP William 'Hal' Hess during the 2006 backdating scandal.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The text highlights a specific accounting discrepancy of 34 towers and $6-7 million between two companies, suggesting potential impropriety.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
02
This is a research note page detailing investigative findings regarding fraudulent financial practices.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · ComplicationLoop · Aha Moment1 hit
03
The slide uses investigative research to link multiple entities to a single registered agent, suggesting a pattern of fraudulent activity.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Aha Moment1 hit
80
This page is a research note excerpt focusing on financial and operational discrepancies in Olam's projects.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
81
The slide functions as a critical investigative note, using external citations to challenge corporate risk management decisions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
82
The slide uses a satellite map to visually demonstrate the location of the affected farm.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
84
The slide uses financial data from Ranona Ltd. (subsidiary of Kayass) to challenge Olam's management claims regarding the acquisition's value and projected returns.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
85
The text highlights failures in Olam's China initiatives, contrasting them with the company's stated goals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
86
The slide serves as a case study in poor due diligence, specifically focusing on the QCH acquisition and the subsequent loss of water rights from Twynam.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
88
This is a research note page focusing on due diligence and skepticism regarding a corporate announcement.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
89
The slide functions as a critical due diligence review, highlighting potential project failure points and financial exposure.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
90
The slide uses the Enron collapse as a cautionary framework to critique Olam's growth strategy, accounting practices, and risk management.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
91
The slide uses a comparative framework to frame Olam as a potential corporate failure similar to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
92
The slide uses a narrative structure to draw parallels between Enron's past behavior and Olam's current actions, specifically highlighting the contradiction between public ethical posturing and private misconduct.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
03
This page serves as a continuation of a research note, focusing on critical due diligence findings regarding Olam's acquisitions and capital projects.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a skeptical tone to challenge management's claims regarding project costs and financial reporting.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit