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85 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.

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SoFi Technologies (SOFI)
Research-Note Muddy Waters
SoFi Technologies (SOFI)
2026 8 pp playbook
SoFi Technologies (SOFI)
Research-Note Muddy Waters
SoFi Technologies (SOFI)
2026 7 pp playbook
SoFi Technologies (SOFI)
Research-Note Muddy Waters
SoFi Technologies (SOFI)
2026 28 pp playbook
FTAI Aviation, Ltd. (FTAI)
Research-Note Muddy Waters
FTAI Aviation, Ltd. (FTAI)
2025 19 pp playbook
e.l.f. Beauty, Inc. (ELF)
Research-Note Muddy Waters
e.l.f. Beauty, Inc. (ELF)
2024 48 pp playbook
Eurofins Scientific SE (ERF)
Research-Note Muddy Waters
Eurofins Scientific SE (ERF)
2024 4 pp playbook
CPI Property Group (CPIPGR)
Research-Note Muddy Waters
CPI Property Group (CPIPGR)
2024 18 pp playbook
CPI Property Group (CPIPGR)
Research-Note Muddy Waters
CPI Property Group (CPIPGR)
2024 23 pp playbook
CPI Property Group (CPIPG)
Research-Note Muddy Waters
CPI Property Group (CPIPG)
2024 9 pp playbook
Fairfax Financial Holdings Ltd. (FFH)
Research-Note Muddy Waters
Fairfax Financial Holdings Ltd. (FFH)
2024 5 pp playbook
Sunrun Inc. (RUN)
Research-Note Muddy Waters
Sunrun Inc. (RUN)
2023 5 pp playbook
Chinook Therapeutics Inc (KDNY)
Research-Note Muddy Waters
Chinook Therapeutics Inc (KDNY)
2023 10 pp playbook
Chinook Therapeutics Inc (KDNY)
Research-Note Muddy Waters
Chinook Therapeutics Inc (KDNY)
2023 36 pp playbook
Vivion Investments
Research-Note Muddy Waters
Vivion Investments
2023 36 pp playbook
Vivion Investments S.à.r.l.
Research-Note Muddy Waters
Vivion Investments S.à.r.l.
2022 39 pp playbook
dLocal (DLO)
Research-Note Muddy Waters
dLocal (DLO)
2022 3 pp playbook
dLocal (DLO)
Research-Note Muddy Waters
dLocal (DLO)
2022 47 pp playbook
Sunrun Inc. (RUN)
Research-Note Muddy Waters
Sunrun Inc. (RUN)
2022 33 pp playbook
KE Holdings (BEKE)
Research-Note Muddy Waters
KE Holdings (BEKE)
2021 77 pp playbook
Danimer Scientific (DNMR)
Research-Note Muddy Waters
Danimer Scientific (DNMR)
2021 20 pp playbook
Solutions 30 (S30)
Research-Note Muddy Waters
Solutions 30 (S30)
2021 6 pp playbook
XL Fleet (XL)
Research-Note Muddy Waters
XL Fleet (XL)
2021 5 pp playbook
Joyy Inc. (YY)
Research-Note Muddy Waters
Joyy Inc. (YY)
2020 71 pp playbook
Nano-X Imaging Ltd. (NNOX)
Research-Note Muddy Waters
Nano-X Imaging Ltd. (NNOX)
2020 43 pp playbook
GSX Techedu (GSX)
Research-Note Muddy Waters
GSX Techedu (GSX)
2020 25 pp playbook
eHealth Inc. (EHTH)
Research-Note Muddy Waters
eHealth Inc. (EHTH)
2020 15 pp playbook
NMC Health plc (NMC)
Research-Note Muddy Waters
NMC Health plc (NMC)
2020 5 pp playbook
Burford Capital (BUR)
Research-Note Muddy Waters
Burford Capital (BUR)
2020 7 pp playbook
NMC Health plc (NMC.LN)
Research-Note Muddy Waters
NMC Health plc (NMC.LN)
2019 34 pp playbook
PeptiDream, Inc. (4587 JP)
Research-Note Muddy Waters
PeptiDream, Inc. (4587 JP)
2019 22 pp playbook
Burford Capital (BUR)
Research-Note Muddy Waters
Burford Capital (BUR)
2019 2 pp playbook
Burford Capital (BUR)
Research-Note Muddy Waters
Burford Capital (BUR)
2019 9 pp playbook
Burford Capital (BUR)
Research-Note Muddy Waters
Burford Capital (BUR)
2019 13 pp playbook
Burford Capital Ltd. (BUR LN)
Research-Note Muddy Waters
Burford Capital Ltd. (BUR LN)
2019 25 pp playbook
ANTA Sports Products Limited (2020.HK)
Research-Note Muddy Waters
ANTA Sports Products Limited (2020.HK)
2019 20 pp playbook
ANTA Sports Products Limited (2020.HK)
Research-Note Muddy Waters
ANTA Sports Products Limited (2020.HK)
2019 6 pp playbook
ANTA Sports Products Limited (2020.HK)
Research-Note Muddy Waters
ANTA Sports Products Limited (2020.HK)
2019 17 pp playbook
ANTA Sports Products Limited (2020.HK)
Research-Note Muddy Waters
ANTA Sports Products Limited (2020.HK)
2019 14 pp playbook
Inogen, Inc. (INGN)
Research-Note Muddy Waters
Inogen, Inc. (INGN)
2019 3 pp playbook
Manulife Financial Corporation (MFC)
Research-Note Muddy Waters
Manulife Financial Corporation (MFC)
2018 27 pp playbook
TAL Education Group (TAL)
Research-Note Muddy Waters
TAL Education Group (TAL)
2018 11 pp playbook
TAL Education Group (TAL)
Research-Note Muddy Waters
TAL Education Group (TAL)
2018 8 pp playbook
TAL Education Group (TAL)
Research-Note Muddy Waters
TAL Education Group (TAL)
2018 71 pp playbook
IQE plc (IQE)
Research-Note Muddy Waters
IQE plc (IQE)
2018 17 pp playbook
OSI Systems, Inc. (OSIS)
Research-Note Muddy Waters
OSI Systems, Inc. (OSIS)
2018 5 pp playbook
China Internet Nationwide Financial Services Inc. (CIFS)
Research-Note Muddy Waters
China Internet Nationwide Financial Services Inc. (CIFS)
2017 18 pp playbook
OSI Systems, Inc. (OSIS)
Research-Note Muddy Waters
OSI Systems, Inc. (OSIS)
2017 19 pp playbook
Prothena Corp PLC (PRTA)
Research-Note Muddy Waters
Prothena Corp PLC (PRTA)
2017 11 pp playbook
Man Wah Holdings (1999.HK)
Research-Note Muddy Waters
Man Wah Holdings (1999.HK)
2017 17 pp playbook
Asanko Gold Inc. (AKG)
Research-Note Muddy Waters
Asanko Gold Inc. (AKG)
2017 43 pp playbook
China Huishan Dairy Holdings (6863.HK)
Research-Note Muddy Waters
China Huishan Dairy Holdings (6863.HK)
2016 13 pp playbook
China Huishan Dairy Holdings (6863 HK)
Research-Note Muddy Waters
China Huishan Dairy Holdings (6863 HK)
2016 47 pp playbook
Nidec Corp. (6594 JP)
Research-Note Muddy Waters
Nidec Corp. (6594 JP)
2016 54 pp playbook
St. Jude Medical (STJ)
Research-Note Muddy Waters
St. Jude Medical (STJ)
2016 6 pp playbook
St. Jude Medical (STJ)
Research-Note Muddy Waters
St. Jude Medical (STJ)
2016 34 pp playbook
Stroer SE & Co. KGaA (SAX)
Research-Note Muddy Waters
Stroer SE & Co. KGaA (SAX)
2016 25 pp playbook
Groupe Casino (CO)
Research-Note Muddy Waters
Groupe Casino (CO)
2016 14 pp playbook
Groupe Casino Guichard-Perrachon SA (CO FP)
Research-Note Muddy Waters
Groupe Casino Guichard-Perrachon SA (CO FP)
2015 22 pp playbook
Noble Group (NOBL)
Research-Note Muddy Waters
Noble Group (NOBL)
2015 14 pp playbook
Bolloré SA (BOL FP)
Research-Note Muddy Waters
Bolloré SA (BOL FP)
2015 26 pp playbook