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Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 2,581-2,610
Pages 473
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Slide function
2,581-2,610 of 14,162
02
The slide uses a 'preempt_rebuttal' and 'expose_contradiction' strategy by comparing Casino's response to a previous short case (Noble Group).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
03
The slide uses a table to highlight the divergence between declining market share and declining 'real' EBITDA, questioning the sustainability of the business.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
05
This is a page from a shareholder letter (likely Muddy Waters Research) exposing accounting inconsistencies.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose ContradictionLoop · Analogy1 hit
08
This is a page from a short-seller report (Muddy Waters Research).Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
09
This is a page from a shareholder letter, likely an activist investor report, focusing on governance and accounting transparency.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller Beat · Expose Contradiction1 hit
04
The slide focuses on the lack of transparency in Casino's EBITDA reporting compared to Tesco and Carrefour, and raises concerns about stretched payables in H2 2015.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
05
The slide uses investigative research and external reports to challenge the company's financial health and operational integrity.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
Includes references to Haaretz reporting and a credibility analysis conducted by a former CIA polygrapher.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
The slide uses a forensic linguistics approach to analyze corporate communication, specifically looking for non-answer statements and referral statements.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide uses linguistic analysis to identify 'Inappropriate Level of Concern' as a marker of potential deception in corporate communications.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
Uses the RPM (Rationalize, Project, Minimize) framework for deception detection.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
The slide uses forensic linguistic analysis to identify 'Referral Statement', 'Exclusionary Qualifier', and 'Failure-to-Answer' as indicators of deception.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
The slide uses forensic linguistic analysis to interpret corporate press releases as defensive posturing rather than substantive rebuttal.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
12
The slide critiques specific corporate communication patterns, labeling them as 'Failure to Answer', 'Non-Specific Denial', and 'Convincing Statements'.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
14
The slide functions as a forensic audit of corporate rhetoric, specifically calling out 'non-answers' and attempts to reframe negative performance.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
07
The slide argues that accounting consolidation practices lead to an 'egregious misrepresentation' of financial health, misleading credit analysts.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Elimination1 hit
09
The slide functions as a forensic research note exposing management's inconsistent financial guidance and the failure of asset sales to reduce net debt.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Agitate1 hit
11
The slide uses a short-seller perspective to critique management's financial reporting practices.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
13
The slide uses direct quotes from company statements and earnings calls to highlight a discrepancy between stated accounting policy and actual financial reporting practices.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
03
The slide is a continuation of a research note, likely from an activist short-seller report, focusing on accounting discrepancies and governance concerns.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
23
The slide documents potential corruption or irregular corporate governance regarding the privatization of Azercell.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
24
The slide highlights inconsistencies between annual reports and financial statements regarding sales considerations and debt obligations.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
25
This is a highly accusatory slide focusing on corporate governance and corruption allegations.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
26
The slide uses a 'red flags' column to frame financial transactions as evidence of corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
27
The table serves as evidence of financial irregularities and potential corruption involving TeliaSonera and government officials.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
28
The table serves as evidence of potential corruption or mismanagement, highlighting patterns of shell companies, undisclosed agreements, and overpayment.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
29
The slide functions as a forensic audit or 'villain critique' of past management decisions.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
30
The table lists specific transactions in Georgia and Russia, their costs in USD and SEK, and the associated controversy.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
31
The table uses 'X' marks to indicate the presence of specific red flags across different transaction categories.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
32
The table appears to be an evidence matrix documenting potential corruption or financial irregularities.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit