slides · global inventory
Overcoming Monster
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3,421-3,450 of 10,649
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Includes a satirical 'Express Cleaners' logo to imply money laundering/cleaning.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
11
The slide uses investigative research to link a property transaction to a high-profile political figure (former PM of Qatar).CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
12
Uses UK Land Registry data to debunk corporate narrative.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
13
The slide uses a screenshot of a UK Companies House filing to provide primary source evidence for the contradiction.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The slide uses a rhetorical question to frame a potential contradiction in the company's business model or asset quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
15
Uses a screenshot of a news article as evidence to support the claim of money laundering.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
16
The slide uses a disclosure excerpt to support the narrative of a related-party transaction involving Radovan Vitek.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
17
The slide uses imagery to associate the subject with political figures, likely to cast doubt on the legitimacy of the 'personal wealth' claim.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
18
Uses excerpts from legal documents to substantiate claims of unauthorized fund usage.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide serves as a factual background/investigative note linking entities.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
20
The table highlights CPI PG's purchases in red text to emphasize the price discrepancy.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
21
The slide uses a narrative approach to link regulatory changes to market behavior, citing specific legal cases and expert commentary.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
22
The table highlights '1 Bishops Avenue Limited' in a red box, suggesting it is the Buxmead-related entity.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
23
The slide frames the acquisition as a result of regulatory pressure on foreign luxury property investment.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
03
The slide uses a comparison-frame to contrast the target company with a 'good' benchmark (Berkshire) and a 'bad' benchmark (GE).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Thesis Headline1 hit
04
The chart shows a clear spike in the combined ratio in 2017, followed by a higher baseline in 2018-2020 compared to 2013-2016.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a combination of bar and line charts to contrast book value with market performance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The chart highlights a persistent gap between actual performance and the stated 15% target.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide highlights a discrepancy between Fairfax's carrying value and market price, as well as a valuation gap between auditor-reviewed financials.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Includes a table comparing financial performance for the first nine months of 2023 and 2022 across business segments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
The table highlights a 100% difference in total valuation between the two audit sources.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide outlines a specific accounting manipulation case involving de-consolidation and subsequent impairment avoidance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide highlights a specific accounting maneuver used to artificially boost book value and report a profit.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses Muddy Waters branding; cites specific financial reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a Bloomberg terminal screenshot to visualize the share price decline of Quess during 2018.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses specific financial figures to highlight a discrepancy between market value and carrying value, suggesting accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a Fight Club reference to frame the removal of financial disclosures as suspicious.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
20
The chart shows a persistent gap between carrying value and market value, suggesting potential overvaluation in the carrying value.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit