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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 3,241-3,270
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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3,241-3,270 of 10,649

filter-aware
06
The slide uses a strong, accusatory tone ('Creamed', 'Round-Tripping') typical of activist short-seller reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Section Divider1 hit
07
The slide highlights a potential related-party transaction and profit extraction scheme.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The diagram uses a flow-chart style to show the relationship between Radovan Vitek, CPI PG, Volanti Limited, and the target entities.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Uses a direct quote from financial statements to highlight a contradiction in disclosure practices.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide highlights a 154.5% gain over 3 years on undeveloped land, implying potential artificial inflation of asset values.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide uses on-the-ground investigation to contradict claims of development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a narrative structure to expose potential financial impropriety.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a table to adjust reported revenue and then provides a qualitative argument citing FASB standards to challenge the company's accounting method.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
10
The slide highlights a discrepancy in accounting treatment between two joint ventures to suggest financial manipulation.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
02
This is a research note from Muddy Waters Research, acting as an activist short report.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
03
The slide uses a 'bullshit' framing to attack a corporate narrative. It includes a screenshot of government instructions and a custom table to prove a point about reporting lags.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
04
This is a research note from a short-seller report (MW = Muddy Waters). It uses a forensic accounting methodology to challenge company disclosures.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
05
This is a research note page focusing on financial/regulatory misconduct allegations.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
01
Slide 1
Sunrun Inc. (RUN)Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction1 hit
02
Sunrun Inc. (RUN)Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction1 hit
03
The slide uses a dark, high-contrast aesthetic typical of activist short-seller reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction1 hit
04
The slide uses aggressive, informal language ('dumpster fire') characteristic of Muddy Waters activist reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction of the problem1 hit
05
The slide uses a provocative title to frame the financial data as poor performance.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction of the problem1 hit
12
The slide uses a raw data dump from an EIA spreadsheet to cast doubt on company-reported metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
13
The chart uses a blue box to highlight the jump in metrics during the Vivint acquisition period.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
14
Muddy Waters Research activist deck slide.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
15
The table uses color coding (yellow/blue) to highlight specific periods of data anomaly.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
16
Sunrun Inc. (RUN)Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
17
The table highlights the 'Implied Cost of Solar Assets per Purchase Customer (actual)' row in yellow.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
18
The slide uses a 'delta' calculation to imply a discrepancy between reported subscriber growth and actual asset deployment.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
19
The slide highlights a lack of pattern in the data to cast doubt on the relationship between the two metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
20
Uses Muddy Waters Research branding; highlights discrepancies in company-reported metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
22
The slide uses a dual-axis line chart to demonstrate that despite potential excuses, the underlying metrics (subscriber value and system size) do not explain the discrepancy between non-GAAP and GAAP financials.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Addressing potential rebuttals1 hit
30
The slide uses strong, informal language ('Dumpster fire financials') typical of activist short-seller reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Conclusion1 hit