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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

117,001-117,060 of 319,975

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01
Slide 1
American Tower (AMT)American Tower (AMT) · Carson C. Block
Research note Short seller 1 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
03
The slide uses two charts to demonstrate that acquisition costs per site are trending upward while operating profit margins are volatile and trending downward, supporting the thesis that AMT's growth is driven by overpaying for assets.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
04
The slide uses a skeptical, investigative tone to challenge management's narrative on international growth and capital allocation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
05
This is a text-heavy research note page focusing on forensic accounting and management credibility.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The text highlights potential financial irregularities and management's failure to address them.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Analogy1 hit
07
The slide uses investigative reporting techniques to challenge corporate disclosures regarding transaction pricing and asset valuation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
08
Contains a direct quote from management regarding tower demand and a rebuttal regarding REIT accounting practices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
09
This is a text-heavy research note page detailing grievances against AMT management.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · Preempt RebuttalLoop · Cost Of Inaction1 hit
01
Slide 1
Standard legal boilerplate for investment research firm.American Tower (AMT) · Carson C. Block
Research note Short seller 1 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
03
The document appears to be a short-seller research report.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
04
American Tower (AMT)American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
05
This is a short-seller research note introduction.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
06
This is a classic activist short-seller research note (likely from a firm like Muddy Waters or similar). It focuses on fraud allegations, management ethics, and accounting irregularities.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
07
The text is a dense, paragraph-based critique of AMT's financial and operational strategy.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
This is a research note page focusing on forensic accounting and corporate governance critique.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The text serves as a forensic accounting critique of AMT's international acquisition practices, specifically alleging potential fraud or inflation of purchase prices.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
The slide uses a scatter plot to visualize acquisition costs, then transitions into a forensic accounting narrative to challenge the disclosed purchase price.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
The slide uses direct quotes from a conference call and financial analysis to highlight a discrepancy in valuation multiples.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Includes analysis of AMT's purchase price allocation and reconciliation with Central Bank of Brazil records.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
The slide uses a bar chart to contrast historical cash injections with a large, singular 'Consideration Delta' in Q2 2011.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
14
This is a page from a Muddy Waters research report, likely a short-seller thesis.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The slide uses visual evidence (Google Maps Street View) to cast doubt on the legitimacy of an appraisal firm.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
16
The slide uses investigative journalism style to link a company (AMT) to potentially illicit actors and questionable internal governance.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
The slide focuses on the governance history of AMT, specifically highlighting the roles of CEO Jim Taiclet and EVP William 'Hal' Hess during the 2006 backdating scandal.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
The text highlights a specific accounting discrepancy of 34 towers and $6-7 million between two companies, suggesting potential impropriety.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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
20
This is a text-heavy research note page with extensive footnotes.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
23
The slide illustrates a financial distortion where capital expenditure is effectively disguised as operating revenue, leading to higher reported margins but lower actual investment returns.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
24
The slide discusses the impact of lease terminations and market rent resets on long-term revenue CAGR.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 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
26
The slide uses a stacked bar chart to decompose the value of tower acquisitions into PP&E, Customer Relationship, Network Location, and Goodwill components to identify 'lending' behavior.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
28
The slide functions as a critical summary of the company's international strategy, framing it as value-destructive and misleading to investors.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
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
31
The slide uses a craps table metaphor to characterize AMT's international investments as a gamble.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
32
Includes a table of international M&A performance metrics and qualitative commentary on the Indian telecom market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
33
The slide functions as a critical research note challenging management assertions and market consensus regarding the Indian telecom infrastructure market.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
34
The slide discusses currency risk and competitive pressures as headwinds for AMT's Indian operations.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
35
The slide details structural headwinds including counterparty risk, infrastructure competition, zoning issues, non-linear revenue growth due to rent abatements, and regulatory/legal hurdles.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
37
Contains footnotes 66-71 referencing specific market data and news sources.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
38
Includes a valuation bridge table and key financial metrics for AMT's Indian operations.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
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
41
The slide discusses structural integrity issues of acquired towers and the financial impact of BRL depreciation.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
42
Includes a line chart showing stock performance with acquisition annotations and a detailed valuation table.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
43
The slide functions as a critical research note detailing specific regional operational risks for AMT.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 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
01
Slide 1
Focus Media Holding Ltd. (FMCN)Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · Hook1 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
03
The slide uses investigative research to link multiple entities to a single registered agent, suggesting a pattern of fraudulent activity.Focus Media Holding Ltd. (FMCN) · Muddy Waters
Research note Short seller Beat · EvidenceLoop · Aha Moment1 hit
01
Slide 1
Standard legal boilerplate for investment research.Olam International (OLAM) · Carson C. Block
Research note Short seller 1 hit
02
This is a research note from Muddy Waters, LLC regarding Olam International Ltd.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
03
This page serves as a continuation of a research note, focusing on critical due diligence findings regarding Olam's acquisitions and capital projects.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
04
The slide uses a skeptical tone to challenge management's claims regarding project costs and financial reporting.Olam International (OLAM) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit