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slides · global inventory

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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

117,961-118,020 of 319,975

filter-aware
01
Slide 1
Standard legal boilerplate for investment research firm.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
02
This is a classic short-seller research note summary page.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
03
This is a short-seller research note page. It uses a quote to frame the narrative of management deception.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
04
This is a text-heavy research note page critiquing management's TAM methodology and financial reporting.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
05
The slide uses a 'fraud-exposure' or 'preempt_rebuttal' logic to discredit management's TAM claims by recalculating the patient population using Medicare data.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
06
The slide uses a calculation to challenge management's market sizing claims, citing external sources to validate the author's estimate.Inogen, Inc. (INGN) · Carson Block
Research note Short seller 1 hit
47
The slide presents two tables of financial data to support a claim of fraudulent asset parking.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
48
The slide uses a series of logical arguments to challenge the validity of a corporate transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
49
The slide uses investigative research to challenge the legitimacy of a related party transaction.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
50
The slide includes a footnote explaining the historical context of the website and the company's former ticker symbol (XRS).TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
51
The slide uses a screenshot of a job posting as primary evidence to expose a contradiction regarding corporate independence.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
52
The slide uses a screenshot of a job posting as primary evidence to refute a claim of business disposal.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
53
Includes footnotes 126, 127, 128 explaining the corporate naming history and the source of the job posting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
54
Includes a company profile for Guangzhou Shujia Educational Technology Co and specific evidence regarding email addresses and domain registrations linking Shujia to TAL.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
55
The slide presents evidence of corporate structure and personnel links between TAL and Shujia, specifically highlighting the role of Xiansuo Lin as a potential proxy.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
56
This is a text-heavy research note page providing forensic accounting analysis.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
57
The slide uses comparative financial ratios to argue that Shujia's reported deferred revenue is inconsistent with industry norms, implying potential misrepresentation of business consolidation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
58
The slide functions as a forensic accounting analysis, using bullet points to detail suspicious financial patterns and operational discrepancies.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
59
Includes footnotes 145, 146, 147. Uses ASC 805 accounting standards as a basis for the argument.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
60
The slide uses a logical deduction framework to highlight a discrepancy in financial reporting between November and December 2016.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
61
This slide is part of a research note alleging financial manipulation by TAL Education Group.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
62
This is a text-heavy research note page focusing on forensic accounting/fraud allegations.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
63
Contains specific transaction amounts (604,350 RMB, 195,700 RMB, 16.5%) and signatures from July 13, 2015.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
64
The slide contains a table showing shareholder capital contributions, with specific emphasis on cash contributions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
65
The slide presents a primary source document (SAIC record) to verify corporate registration and shareholder capital details.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 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
67
Includes specific annotations regarding the reconciliation of total liabilities and P&L figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
68
Includes year-over-year percentage growth figures for each metric.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
69
Includes FX rates for each year and source attribution.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
70
Data presented in millions of RMB; source cited as SAIC financials and credit reports.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
71
Data presented in USD millions; includes source and FX rate notes at the bottom.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
01
Slide 1
Standard legal disclaimer for investment research firm.TAL Education Group (TAL) · Carson C. Block
Research note Short seller 1 hit
02
This is a research note/investor letter. It uses aggressive, confrontational language to frame the company's management as fraudulent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
This is a research note page from a short-seller report (likely Muddy Waters or similar) alleging accounting fraud.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
Includes three tables: BJ Lebai financials, monthly student enrollment projections, and a summary calculation of deferred revenue.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
05
The slide calculates the deferred revenue impact of a 4% monthly growth cohort model and applies a 30% discount based on ASC 805 fair value accounting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
06
The slide uses a bottom-up calculation to expose a discrepancy in financial reporting.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
07
Includes detailed footnotes regarding revenue sources and tuition assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
08
Includes a footnote regarding sensitivity to tuition rate assumptions.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
TAL Education Group (TAL)TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
02
TAL Education Group (TAL)TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
03
The slide uses these disclosures to set up a common-size model analysis that implies offline enrollment declines.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
04
The slide uses a common-sizing approach to demonstrate the mathematical inconsistency in reported growth figures.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
05
This is a mathematical derivation slide used to support a financial or operational claim.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
06
This slide presents a mathematical sensitivity analysis for a financial model.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
07
This slide uses a narrative of 'silence as admission' to imply the company was aware of the analyst's findings and chose to suppress them.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
08
TAL Education Group (TAL)TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
09
This is a standard legal disclaimer page for an activist short-seller report.TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
10
TAL Education Group (TAL)TAL Education Group (TAL) · Muddy Waters Capital
Activist deck Short seller 1 hit
01
Slide 1
Standard legal disclaimer for investment research firm.TAL Education Group (TAL) · Carson C. Block
Research note Short seller 1 hit
02
This is a research note page focusing on fraud exposure and management credibility.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
03
The slide details a system of linear equations used to back-calculate segment-level metrics from aggregate company disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
04
The slide uses a 'reconciliation' approach to test management's claims against a system of equations derived from historical disclosures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Aha Moment1 hit
05
The slide presents two distinct 'tests' (Method 1 and Method 2) to expose inconsistencies in reported financial metrics.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
06
The slide uses a 'check' methodology to validate company claims against derived models, highlighting inconsistencies in FY2018 Q3 data.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
07
The slide details a forensic accounting attempt to reconcile reported figures, concluding that management's representations are mathematically inconsistent.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Analogy1 hit
08
The slide uses a 'Check' framework to validate reported figures against modeled outcomes, highlighting discrepancies in offline revenue growth and online sequential growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
09
The slide uses a 'check' methodology to validate revenue growth assumptions against reported figures.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix MethodologyLoop · Iceberg1 hit
10
The slide presents two distinct calculation scenarios (Method 3) and compares them against reported data to expose discrepancies in ASP growth.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Appendix Methodology1 hit
11
The slide uses a 'Check' table format to highlight negative financial indicators (FALSE, negative percentages) as evidence of potential fraud or misrepresentation.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit