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Muddy Waters, LLC · research-note

SoFi Technologies (SOFI)

7 pages · 4 arc beats · 2 loops

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SoFi Technologies (SOFI)

Muddy Waters, LLC · 2026-03
arc beats above · slides in the middle · loops below · scroll → 2 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 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits Evidence & Proof 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
— 0/1 slides
— 0/1 slides
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100% 1/1 slides 100% 1/1 slides Impact & Next Steps 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides

Slide inventory

7
every slide · same image gating as the playbook
01
Slide 1
The slide documents a pattern of non-engagement by SOFI management in response to investigative inquiries.frame_problem
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
02
The slide uses a chronological table to frame the company's lack of transparency as a 'disengagement' from legitimate investor inquiries.expose_contradiction
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
03
The slide lists questions 1-7 of an 11-question set. It highlights potential accounting misstatements and lack of transparency.preempt_rebuttal
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
04
The slide uses a table to frame specific accounting/contractual questions as a way to expose potential contradictions in SOFI's public disclosures.preempt_rebuttal
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
05
The slide includes a table comparing institutional ownership percentages and a narrative section outlining expectations for board and auditor responses to the rcompare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
06
References 'old cockroach theorem' as a heuristic for identifying further misconduct.expose_contradiction
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
07
Page 7 of 7front_matter
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction