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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 3,361-3,390
Pages 355
Rows per page 30
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3,361-3,390 of 10,649

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01
Slide 1
The chart shows a significant divergence between CPI PG's reported property value changes and the broader vdp Property Price Index.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
02
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
03
The slide argues that the valuation increase is not justified by the minor increase in GLA (square footage) and suggests the valuations are unrealistic.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
04
This slide serves as an introduction to 'Part 2' of the activist report, focusing on asset valuation and occupancy discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
05
This is a classic activist short-seller 'thesis' slide, framing a specific asset as evidence of accounting or valuation fraud.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
06
The slide uses a specific asset to illustrate a broader thesis of accounting manipulation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses photographic evidence of building directories to challenge the perceived occupancy or quality of the site.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses photographic evidence to challenge management's narrative regarding property upkeep.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The chart shows a steady, aggressive upward trend in valuation per square meter, contrasting with the narrative of stagnant building quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
This is a transition or thesis-setting slide in an activist short report.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a red box to highlight the specific rows for Warsaw and Prague in the provided table.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a stylized map of Prague to link specific property photos to their geographic locations and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
Uses external realtor data (Colliers, CBRE) to challenge internal management report figures.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a map-based visualization to link specific real estate assets to their geographic location and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses a 'fraud-exposure' logic by contrasting company-reported metrics with third-party market data.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses a list of property listings to demonstrate high vacancy at a specific site, contrasting management's narrative of 'intentional' refurbishment.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a narrative structure to link operational opacity (lack of transparency in specific markets) to financial misrepresentation (EBITDA, LTV, DCF models).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a direct comparison to challenge management's transparency regarding portfolio health.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
19
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to highlight the specific valuation inputs for the Bubny asset compared to other landbank assets.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
21
The slide uses a map to contextualize the landbank's location relative to Prague's CBD.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
22
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide highlights a discrepancy between CPI's carrying value and JLL's valuation range for the Bubny landbank.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
The slide serves as a methodological bridge to subsequent data-heavy slides.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
The slide uses a forensic accounting approach to challenge the integrity of third-party property appraisals.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a table to highlight the disparity between larger, lower-value sites and smaller, higher-value sites used in the valuation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
27
Includes a legend for highlighted rows indicating exclusions due to recent development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses specific examples to justify the exclusion or weighting of certain data points in a broader valuation model.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a split-screen layout to contrast a lower-value older plot with a higher-value developed plot.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
22
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit