slides · global inventory
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Matching slides 16,285
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3,361-3,390 of 16,285
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
02
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
25
Includes a quote from Jay Brown (Crown Castle) regarding international market risk/reward.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
110
The table includes country-specific CAPM/Damodaran data, EBITDA, CapX, and ownership weights to derive a final weighted discount rate of 9.4%.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
117
Includes specific adjustments for MW (likely a specific business unit or portfolio) and reconciliation from Net Income.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
118
The table includes historical data and projections for dividend capacity, FCF, and international vs. domestic cash flow metrics.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
06
The slide includes a specific accounting query (item 4) regarding the classification of property sales proceeds in cash flow statements.Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
16
Includes detailed table comparing S&P and MWC financial adjustments for 2014 and LTM, followed by qualitative justification for MWC's adjustments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
20
The table breaks down EBITDA by geography (France, Latam, Asia, Ecommerce) and applies economic ownership percentages to arrive at proportional EBITDA figures.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
21
The table provides a breakdown of reported cash, economic ownership, and proportional cash, culminating in a total proportional cash figure for the parent company.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
22
The table provides a granular breakdown of debt by region (France, Latam, Asia) and business unit, showing the impact of ownership percentages and recent adjustments on total debt figures.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
104
Figures in S$mm. The table provides a detailed reconciliation of cash flow items.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
105
The table shows identical figures for most line items, with specific discrepancies in 'Proceeds from borrowings, net' and 'Net effect of exchange rate changes'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
108
The table displays financial data in thousands of Singapore Dollars (SS '000s).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
110
Figures in SS '000s.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
111
The table demonstrates a reconciliation or comparison between two reporting periods where no variance exists.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
112
The table highlights adjustments made to the 2005 financial results, specifically impacting 'Other income', 'COGS', and 'Employee benefit expenses'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
115
The table highlights that the reported figures in the Annual Report match the Q4 2008 figures exactly, with a difference of zero for almost all line items.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
116
The table shows identical totals for Revenue and Profit for the period, with minor variances in specific expense line items.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
117
The table compares 2010 AR vs Q4 2010, showing a discrepancy of 20 in taxation and non-controlling interests.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
118
The table confirms data consistency between the full-year report and the fourth-quarter report.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
119
The table demonstrates data consistency between two reporting periods.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
120
This is a financial recovery model breakdown, likely used for insolvency or valuation analysis.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
123
Handwritten annotation at the bottom reads 'Applicant opinion of value = $7M'Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
124
Form BOE-305-AH (S1) REV. 6 (2-06). Contains handwritten applicant details and property valuation figures.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
126
The document is a standard California BOE-305-AH form. It includes handwritten entries for applicant details, property address, and valuation figures.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
66
The table includes a red arrow pointing to the 2016 total assets figure to emphasize the reconciliation result.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
The slide combines a formal financial compliance schedule with a qualitative assessment of credit risk and potential covenant renegotiation.St. Jude Medical (STJ) · Carson C. Block
Research note Short seller 1 hit
07
The slide serves as a critical assessment of JFT, characterizing it as a 'one-man band' rather than a scalable enterprise.Superb Summit International Group Limited (1228.HK) · 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