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Muddy Waters Research · research-note

FTAI Aviation, Ltd. (FTAI)

19 pages · 4 arc beats · 3 loops

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FTAI Aviation, Ltd. (FTAI)

Muddy Waters Research · 2025-03
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
The Call 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
The Monster 4 slides 100% 4/4 slides 75% 3/4 slides · 15 hits
— 0/4 slides
— 0/4 slides
25% 1/4 slides 100% 4/4 slides 100% 4/4 slides The Struggle 7 slides 100% 7/7 slides 100% 7/7 slides · 38 hits
— 0/7 slides
— 0/7 slides
28.6% 2/7 slides 100% 7/7 slides 42.9% 3/7 slides The Victory 2 slides 100% 2/2 slides 100% 2/2 slides · 11 hits
— 0/2 slides
50% 1/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides

Slide inventory

19
every slide · same image gating as the playbook
01
Slide 1
This is a short-seller research report cover page.front_matter
Open slide detailBeat · The Call
02
Standard Muddy Waters legal disclosure page.other
Open slide detailBeat · The Call
03
The slide uses a direct quote from a regulatory document to support a thesis about the breadth of sanctions.cite_precedent
Open slide detailBeat · The Call
04
The slide uses investigative research to link public social media posts to potential legal liability for the subject company.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
05
This slide serves as a table of contents for the evidence section of the report.summarize
Open slide detailBeat · The MonsterLoop · Aha Moment
06
Source image /tmp/legacy-images/fc796e5c732c/slides/006.jpg is missing from disk (sibling pages 001-005 and 007-019 are present); page 6 could not be inspected.other
Open slide detailBeat · The MonsterLoop · Aha Moment
07
The slide uses a screenshot of a social media post as primary evidence to suggest unauthorized or unexpected presence of FTAI equipment in Iran.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
08
Uses visual callout/magnification to prove a point.expose_contradiction
Open slide detailBeat · The StruggleLoop · Zoom In
09
The slide uses visual evidence to challenge a previous claim by showing the context of an image.expose_contradiction
Open slide detailBeat · The StruggleLoop · Zoom In
10
Uses visual evidence to imply a connection between FTAI and a sanctioned or restricted entity in Iran.expose_contradiction
Open slide detailBeat · The StruggleLoop · Zoom In
11
The slide serves as visual evidence for a research claim regarding company operations or assets.illustrate_case
Open slide detailBeat · The Struggle
12
The slide uses a red arrow to highlight the address line.establish_context
Open slide detailBeat · The Struggle
13
The slide uses visual evidence from a video to geolocate a facility.illustrate_case
Open slide detailBeat · The Struggle
14
Muddy Waters Research investigative note using OSINT (Open Source Intelligence) techniques.illustrate_case
Open slide detailBeat · The Struggle
15
The slide uses annotated screenshots to perform forensic geolocation analysis.illustrate_case
Open slide detail
16
The slide uses visual annotations on screenshots to highlight identifying features like logos and roof structures for geolocation purposes.other
Open slide detail
17
Uses visual evidence to confirm a specific location for 'Sorena Turbine'.other
Open slide detail
18
The slide serves as a legal disclaimer/warning regarding the severity of sanctions violations.preempt_rebuttal
Open slide detailBeat · The VictoryLoop · Cost Of Inaction
19
This is a concluding slide from a Muddy Waters research note, emphasizing legal and reputational risk.summarize
Open slide detailBeat · The VictoryLoop · Cost Of Inaction