Matching slides 14,162
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The slide uses direct quotes from management to highlight a discrepancy between past optimistic outlooks and later financial actions.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses direct quotes from earnings calls to expose management's potential manipulation of financial reporting.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a dual-axis chart to contrast sales (bars) and operating income (line) to highlight the discrepancy between financial performance and management's narrative.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide uses a forensic accounting approach to challenge the validity of financial write-offs.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide contains footnotes referencing ASC 330-10-35-7 and clarifying the definition of 'profitable' as EBIT margin.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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Includes detailed footnotes referencing SEC filings (20-F) and corporate website.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
22
The slide uses a forensic accounting approach to challenge management's narrative on profitability improvements post-acquisition.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide uses financial data to cast doubt on reported margins and supports this with qualitative interview evidence regarding channel stuffing.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide presents qualitative evidence of aggressive sales practices and potential revenue recognition issues.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
25
Includes extensive footnotes referencing SEC filings and accounting standards.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
26
The slide uses a 'villain critique' approach to undermine the credibility of the company's financial oversight.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
28
The slide uses a strong metaphor comparing the auditor's failure rate to Michael Jordan's basketball success.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
29
The slide uses a critical tone to challenge the 'secret sauce' narrative of Nidec's M&A, citing lack of transparency and declining efficiency metrics.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
30
The slide uses a combination of anecdotal evidence (quotes from former employees) and hard financial data to challenge the company's narrative of successful M&A.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
31
Contains multiple source citations and a financial performance table for Sole Motors.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
32
The slide uses a historical corporate presentation as a primary source to expose misleading management commentary.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
33
The slide highlights potential reputational risks and conflicts of interest regarding Nidec's acquisition strategy.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
35
The slide highlights a contradiction between management's stated policy and subsequent actions, supported by share repurchase data.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
36
The slide uses two specific examples of corporate marketing materials to illustrate the author's skepticism regarding Nidec's strategic focus.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
37
The slide uses a skeptical tone to contrast management's claims of a 'technological edge' with historical patterns of over-promising (e.g., haptic technology).Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
38
The slide uses a combination of a bar chart for market growth and an infographic for haptic applications to frame a narrative that is later contradicted by the text analysis of earnings calls.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
41
The slide uses a narrative structure to expose a shift in management philosophy and potential conflicts of interest.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller 1 hit
47
The text highlights specific concerns regarding segment reporting, bundling of business units, and the use of 'All Others' to mask performance.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide serves as a critical commentary on corporate governance and reporting practices, specifically targeting Nidec's management.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
49
The slide uses a combination of historical text-based performance data and a visual chart from the company to expose a pattern of over-promising.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
50
The slide serves as an appendix of evidence for a broader argument regarding management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a 'before-after' or 'claim-vs-reality' structure to undermine management credibility.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide serves as a record of failed projections across multiple business segments.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses Nidec's own presentation materials to point out internal contradictions and forecasting failures.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
04
The slide uses a visual process flow to illustrate the company's claims, which the text then refutes as fraudulent.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Pattern Hunter1 hit