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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

118,321-118,380 of 319,975

filter-aware
02
This is a text-heavy research note page. It highlights specific concerns regarding the Petersen claim, cash balance fluctuations, and the Perry Ellis appraisal rights case.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)Loop · Pattern Hunter1 hit
03
The slide uses a short table to calculate H2 2019 net realized gains based on upper and lower bounds, demonstrating a sharp decline.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
04
The slide uses a short table to demonstrate that Petersen accounts for 67% of 2019 net realized gains, supporting the argument that the valuation is critical and potentially manipulated.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
05
This is a text-heavy research note page focusing on financial discrepancies and governance concerns.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
06
The slide uses a combination of financial data and legal case analysis to challenge the company's narrative.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Pattern Hunter1 hit
07
This appears to be the final page of a research note, focusing on a specific legal/financial critique of Burford Capital.Burford Capital (BUR) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
01
Slide 1
Standard legal disclaimer page for an investment research firm.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
02
The slide uses aggressive, accusatory language ('bullshit', 'manipulated', 'hiding the ball') to frame the financial analysis.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
04
The slide uses a reconciliation table to adjust reported cash receipts and highlight an overstatement, followed by a narrative critique of the company's cash flow reporting.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
05
The slide uses a forensic accounting approach to challenge the company's reported financial health.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
06
Includes a table of movements in Level 3 assets and a custom calculation table for unexplained income.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
07
This is a research note page from a short-seller report (Muddy Waters Research).Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Cost Of Inaction1 hit
08
The slide uses a table to highlight specific asset categories and narrative text to critique the company's reporting practices.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
09
The slide uses a combination of a data table to show accounting manipulation and narrative text to critique the valuation of a specific asset (Petersen).Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
10
This page functions as a rebuttal to Burford's narrative, specifically challenging their legal interpretation of YPF bylaws, their operational competence, and the legitimacy of their asset sales.Burford Capital (BUR) · Carson Block
Research note Short seller 1 hit
01
Slide 1
Standard legal boilerplate for investment research firm.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
02
This is a classic short-seller thesis summary slide, often referred to as a 'bear case' summary.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
03
The slide serves as a critical narrative piece in a research report, linking accounting changes to management behavior and operational metrics.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Disclaimer and Executive Summary1 hit
04
Includes a table showing eHealth Medicare Advantage Churn metrics from FY16 to FY19.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
06
The slide uses tables to demonstrate that eHealth's churn assumptions imply unrealistically long customer lives, leading to an overstated commissions receivable balance.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
07
The slide uses expert testimony to argue that the company's growth strategy relies on low-loyalty customers, creating a churn-heavy business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
08
The slide includes a screenshot of an EHTH TV advertisement and references footnotes 12 and 13.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
09
Includes a detailed table of membership metrics and a critique of the churn formula.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
10
The slide argues that EHTH ignores ongoing service costs to justify booking multi-year commissions upfront.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
11
The slide uses direct quotes from earnings calls to highlight management's alleged dishonesty regarding operational costs.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Exposure of EHTH's ContradictionsLoop · Iceberg1 hit
12
Contains detailed footnotes referencing former executive interviews and methodology for calculating revenue-sharing obligations.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Appendix with Data1 hit
13
The slide uses a forensic accounting approach to re-calculate unit economics, contradicting management's growth narrative.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Valuation TableLoop · Cost Of Inaction1 hit
14
The slide uses a 'villain_critique' tone, specifically targeting EHTH management's credibility and accounting practices.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
15
The slide uses insider selling data to undermine the credibility of the company's leadership and business model.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Final Critique of EHTH1 hit
01
Slide 1
Standard legal disclaimer page for an investment research firm.GSX Techedu (GSX) · Carson C. Block
Research note Short seller 1 hit
02
This is a research note from Muddy Waters Research regarding GSX Techedu.GSX Techedu (GSX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
01
Slide 1
Page 1 of 5 of the legal terms document.NMC Health plc (NMC) · Carson C. Block
Research note Short seller 1 hit
02
This is a research note from Muddy Waters Capital regarding NMC Health, focusing on financial irregularities and potential fraud.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Problem (Identify pain)1 hit
03
This is a research note page from a short-seller report on NMC Health, focusing on potential financial irregularities and undisclosed related-party transactions.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Agitate (Make it worse)Loop · The Reveal1 hit
04
The slide uses investigative research to highlight potential conflicts of interest and undisclosed debt structures.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
05
This appears to be the final page of a short-seller research report.NMC Health plc (NMC) · Carson C. Block
Research note Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
01
Slide 1
Standard legal disclaimer for investment research firm.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
02
The slide uses a visual metaphor of a wheel-less Jaguar to critique the company's business model.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
03
This is a text-heavy research note page, likely part of a short report.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
04
This is a text-heavy research note page from a short-seller report. It uses a 'villain_critique' approach to undermine management credibility.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
05
The slide argues that technology does not equal a viable business, citing a lack of clinical candidates from long-standing partnerships.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
06
The slide details the methodology and findings of two external research firms investigating partnership activity.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Monster1 hit
07
The slide evaluates seven specific corporate partnerships (Santen, Shionogi, Bayer, Sanofi, GSK, Novartis, Mitsubishi Tanabe) and concludes that many are likely inactive.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
08
The slide uses a table to highlight that while total program counts increase, the conversion to clinical phases remains minimal, suggesting a lack of meaningful progress.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
09
The slide uses visual evidence from corporate filings to highlight a discrepancy in drug pipeline reporting.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This slide functions as a critical investigative narrative, highlighting potential misalignments between company claims and partner actions.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Struggle1 hit
11
The slide uses a comparative analogy to Sosei to frame PeptiDream's strategy as a failure-prone path.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
12
The slide uses a 'before and after' comparison to highlight a reduction in disclosure transparency.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
13
The slide uses a red box and callout to highlight missed clinical trial milestones.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
14
The slide uses a table of targets followed by a narrative critique of management's credibility and financial performance.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Loop · Cost Of Inaction1 hit
15
The text uses a sarcastic analogy (Jaguar missing wheels) to critique the company's own marketing materials.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
16
Uses a visual metaphor (dump truck vs. scooter vs. sports car) to represent different drug modalities, likely implying size or complexity differences.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
17
Includes a funnel diagram for the drug discovery process and a detailed table of assumptions for revenue modeling.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
18
The slide uses a 'Figure K' table for internal modeling and a 'Figure L' table to critique external sell-side analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
19
The slide uses a narrative structure to dismantle the credibility of 'Analyst A' by comparing their projections against company guidance and industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
20
The slide highlights a significant discrepancy between analyst estimates and historical industry benchmarks.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
21
The slide argues that PeptiDream's valuation is unjustified compared to its peers and analyst projections.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
22
The slide argues that library size is not the primary driver of commercial success, contrasting PeptiDream with more focused competitors.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit