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slides · global inventory

Expose Contradiction

Slide function collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 14,162
Current window 2,431-2,460
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

2,431-2,460 of 14,162

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19
The slide critiques the accounting treatment of tower assets, specifically questioning why they remain on the balance sheet despite being sold.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
21
The slide uses a table to highlight the high disposal ratio of shares by the CEO, framing it as a negative signal of management alignment.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
22
The slide uses a 'fraud-exposure' or 'expose_contradiction' narrative to challenge the company's reported financial metrics.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
27
The slide argues that AMT is booking loan repayments as rental revenue, creating tax and EBITDA reporting issues.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
29
The slide highlights a discrepancy between analyst models (which lack FX forecasts) and actual market movements in currencies like the Indian Rupee and Brazilian Real.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
39
The slide uses a quote from Jim Taiclet to contrast with the author's critical analysis of AMT's growth-at-all-costs strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
44
The slide presents a forensic financial argument questioning the due diligence and valuation of an acquisition.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
47
Uses historical analogy to argue against the current investment thesis for AMT (American Tower).American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
62
The text discusses specific mechanisms of profit repatriation (loans, management fees, dividends) and mentions SOFOMs in Mexico as a case study.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
65
The slide provides specific examples of asset reallocations in Brazil, Peru, Colombia, and Ghana to support the thesis of inadequate due diligence.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
66
The slide critiques AMT's investment logic, suggesting that their acquisition multiples are unsustainable and that their deal-making process is flawed.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
72
The slide functions as a critical disclosure page, highlighting potential governance issues and competitive threats.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
74
Includes a specific critique of analyst modeling transparency and management's lack of disclosure regarding international business.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
75
The slide uses a skeptical tone to challenge corporate transparency and management incentives.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
112
The slide highlights a discrepancy between company reporting and industry standards, noting that NAREIT does not provide a single definition for AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
113
The slide critiques the company's accounting adjustments, specifically the add-back of depreciation, arguing that tower assets have a finite useful life and thus depreciation is a real economic cost.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
114
The slide critiques specific accounting treatments of depreciation, stock-based compensation, and CapEx, suggesting they should be deducted from AFFO.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
02
This is a classic short-seller research note (Muddy Waters style).NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
06
The slide uses a forensic accounting approach to expose the discrepancy between reported revenue and actual business operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
07
The slide uses forensic accounting logic to expose inconsistencies between SAIC filings and NQ's public claims.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
09
The text highlights the discrepancy between NQ's claims about YDT's revenue contribution and the physical evidence of non-existent office operations.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
This is a research note from Muddy Waters, LLC, focusing on forensic accounting/short-selling research.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
03
The slide functions as a forensic analysis of corporate deception, specifically targeting 'Lie #2' regarding contact information and related party disclosures.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
04
The slide uses a 'fraud-exposure' framework to systematically dismantle management's narrative.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
This is a forensic research note exposing financial inconsistencies and alleged fraud.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
06
This slide is part of a series of 'lies' identified by Muddy Waters regarding NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
Includes a transcript of a call between MW and Alipay customer service to verify the partnership claim.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
09
Includes a transcript snippet and a detailed rebuttal of Gavin Kim's explanation of the Virus Broadcast feature.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
10
This is a research note page from a short-seller report, specifically targeting NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
03
This appears to be a continuation of a research note, focusing on governance and strategic failures.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit