slides · global inventory
Research Note
Slide type collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 113
Current window 1-30
Pages 4
Rows per page 30
Slide type
1-30 of 113
04
This is a page from a short-seller report. It uses a narrative structure to expose discrepancies between reported metrics and reality.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
16
This is a page from a short-seller report. It uses investigative findings to contradict company claims.China MediaExpress Holdings (CCME) · Carson C. Block
Research note Short seller 1 hit
36
This is a text-heavy research note page containing investigative findings on corporate assets and financial health.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
06
This is a text-heavy research note page focusing on financial distress and management credibility.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller 1 hit
14
The slide functions as a critical research note questioning management's transparency and the financial viability of future stripping operations.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
36
The slide is a text-heavy research note page containing critical analysis of financial health and management credibility.Asanko Gold Inc. (AKG) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
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
30
The text critiques AMT's reliance on CPI-linked escalators as a substitute for currency hedging, specifically highlighting the mismatch in Brazil, South Africa, and India.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
36
Discusses diesel reduction mandates, $128m estimated capex, 13% CAGR decline in ARPU, and Reliance 4G rollout impact.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
40
Discusses the impact of market rent abatements and carrier infrastructure sharing on tower company revenue models.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
53
Includes a bar chart comparing LTE download/upload speeds for AT&T, Sprint, and Verizon in 2012.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
54
The text argues that AMT's business model is threatened by technological shifts toward Wi-Fi and small cells, which offer lower-cost alternatives to traditional tower infrastructure.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
58
The slide includes two line charts showing market trends in India and text discussing the impact of VOIP/softphones on the telecommunications industry.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
60
The slide discusses the impact of Wi-Fi based networks on traditional cellular infrastructure and highlights AMT's strategic missteps in the US market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
68
The slide functions as a critical investment research note warning shareholders about potential risks in AMT's M&A strategy.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
03
Includes a table of 'RESULTAT EXCEPTIONNEL' comparing 2014 and 2013 financial data.Groupe Casino (CO) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 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
10
The slide uses a narrative structure to expose the conflict of interest between Rallye's debt service and Casino's long-term health.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
12
The slide discusses the structural and regulatory challenges of NRRR schools, including ownership rights, MOE/CAB oversight, and the tax status of EDU's Beijing operations.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
27
The slide uses a narrative-heavy format to expose corporate governance risks and fraud in Chinese companies, specifically targeting EDU's VIE structure.New Oriental Education & Technology Group (EDU) · Carson Block
Research note Short seller Beat · The Struggle to Uncover the TruthLoop · Cost Of Inaction1 hit
37
This slide serves as a case study in corporate value destruction and potential self-dealing.Focus Media Holding Ltd. (FMCN) · Carson C. Block
Research note Short seller Beat · The Struggle1 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
23
This is a page from a short-seller research report (likely Muddy Waters or similar) investigating NQ Mobile.NQ Mobile (NQ) · Carson C. Block
Research note Short seller 1 hit
12
The text argues that Olam's negative goodwill is not 'real' income and expresses skepticism regarding asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The text discusses specific acquisitions (SK Foods, tt Timber, NZFSU) and critiques the booking of negative goodwill and re-measurement gains.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
24
This is a text-heavy research note page containing financial estimates and critical commentary on corporate governance.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
This page contains text from a research report regarding cybersecurity vulnerabilities in medical devices.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)1 hit
10
The slide uses a narrative structure to expose potential accounting irregularities and lack of transparency in TRE's business operations.Sino-Forest Corporation (TRE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
02
This slide serves as a primary source translation documenting the conflict between Muddy Waters and Orient Paper, specifically highlighting discrepancies in capacity claims and customer revenue.Orient Paper Inc. (ONP) · Muddy Waters, LLC
Research note Short seller Loop · Aha Moment1 hit