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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
Pending
1

Slide type composition

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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

117,361-117,420 of 319,975

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01
Slide 1
Groupe Casino (CO)Groupe Casino (CO) · Carson C. Block
Shareholder letter Short seller 1 hit
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
01
Slide 1
Standard legal boilerplate for investment research.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
02
The slide uses a strong narrative hook ('When Genius Fails') to frame the investment thesis.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
03
The text outlines a 'short' thesis based on the discrepancy between reported and adjusted leverage ratios, and the consolidation of debt from partially-owned subsidiaries.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
04
This is a research note page focusing on financial forensic analysis of Casino's accounting.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Problem1 hit
05
The slide highlights the discrepancy between accounting consolidation and actual economic ownership.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
06
The slide provides a breakdown of EBITDA ownership for specific entities, noting that 100% owned entities are excluded.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 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
08
The slide contains two tables: one detailing ownership percentages by business segment and another allocating debt and cash between parent and listed entities.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · Agitate1 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
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
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
12
Includes a table detailing the reconciliation of real estate gains and a footnote regarding an earnings call inquiry.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
14
The slide uses financial statement data to argue that Casino's EBITDA is inflated by including gains on asset disposals that are otherwise categorized as 'Other operating income'.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
15
Includes specific critique of EBITDA adjustments related to real estate sales and joint ventures, and a comparison of debt calculation methodologies.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note 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
17
The slide critiques S&P's lease accounting methodology and details the sum-of-the-parts valuation approach for Casino's assets.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller 1 hit
18
Detailed SOTP breakdown including operating assets, non-operating assets, liabilities, and hybrid instruments.Groupe Casino Guichard-Perrachon SA (CO FP) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Aha Moment1 hit
19
The slide uses a complex network diagram to show equity stakes and financial data across multiple entities; includes specific notes on TRS (Total Return Swap) instruments.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
03
This is a shareholder letter page outlining a list of demands to the board/management.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Monster1 hit
04
The text discusses corruption allegations involving TeliaSonera, citing specific financial figures and contrasting executive statements with external perspectives on crisis management.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
05
This page is part of an activist investor letter, specifically focusing on governance and transparency failures.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The MonsterLoop · Pattern Hunter1 hit
06
This is a page from an activist investor letter (likely Muddy Waters or similar) exposing corporate malfeasance.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
07
This is a page from an activist investor letter (likely Elliott Management) critiquing TeliaSonera's financial reporting practices.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
08
The text highlights a discrepancy between accounting standards (IFRS 3/IAS 39) and the company's reported financial treatment of a put option.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
09
The text uses specific case studies (Skytel, MCT) to illustrate the 'villain' (Karimova) and the systemic risk of operating in Uzbekistan.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
This page is part of a shareholder letter/activist report, focusing on financial and legal risks.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
11
This is a page from an activist investor letter (likely Muddy Waters or similar) criticizing corporate governance.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
12
This is a highly critical shareholder letter excerpt targeting management's competence and ethical judgment.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
13
The slide serves as a legal/investigative disclosure detailing corporate malfeasance.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Struggle1 hit
14
The slide contains extensive footnotes documenting legal and investigative sources regarding the TeliaSonera-Takilant transactions.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Struggle1 hit
15
The slide contains a mix of English narrative, a Swedish quote with its English translation, and extensive footnotes detailing financial transactions and sources.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Struggle1 hit
16
This page appears to be part of an investigative report or forensic audit regarding corporate governance and potential corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
17
The slide functions as an investigative disclosure, highlighting corporate governance concerns through specific financial data points and footnotes.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
18
This page appears to be part of a larger investigative report or shareholder activist document, focusing on corporate governance and transparency issues.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
19
This page serves as a disclosure/evidence page for a shareholder letter, focusing on investigative journalism reports regarding corruption.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
20
This page serves as a narrative disclosure/appendix detailing the historical context of TeliaSonera's operations in Azerbaijan.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Call1 hit
21
The slide serves as a case study of corporate governance failure and potential corruption involving the Aliyev family and TeliaSonera.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
22
The slide functions as a forensic breakdown of a controversial transaction, using footnotes to substantiate claims of corruption and financial irregularity.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 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
33
The table appears to be a fragment of a larger dataset, showing specific deal values and 'X' markers for unknown categories.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
34
Includes specific assumptions regarding Eurasia asset sales, FCPA fines, and net debt adjustments.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
35
The slide provides a detailed breakdown of Net Sales and EBITDA by region, followed by a justification for the EV/EBITDA multiples used in the valuation.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 1 hit
36
The slide contains three distinct sub-tables, one for each company.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Victory1 hit
37
TeliaSonera AB (TLSN)TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Victory1 hit