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slides · global inventory

Overcoming Monster

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Matching slides 10,649
Current window 3,451-3,480
Pages 355
Rows per page 30
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3,451-3,480 of 10,649

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21
The slide serves as a transition into a specific example of accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses specific Q3 2023 data points to highlight the discrepancy between carrying value ($18.26/share), fair value ($27/share), and market value ($8/share).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The chart uses brackets to quantify the aggregate value difference in millions between reported values and market values.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a screenshot of a broker's email/terminal output to validate the valuation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a specific accounting critique to frame the target's behavior as deceptive.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a series of callouts on a stock chart to highlight poor capital allocation decisions by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a narrative structure to expose accounting irregularities, specifically citing fair value gains and goodwill impairments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
29
This is a section divider or thesis slide for a specific case study within the activist deck.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses a narrative structure to frame the RiverStone JV as a mechanism for financial engineering rather than a legitimate business operation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide highlights a specific transaction (RiverStone JV) to suggest accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide uses forensic accounting to derive undisclosed transaction proceeds.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a quote from a 2021 Fairfax Annual Report to support the claim of an off-balance sheet guarantee.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a Muddy Waters Research template, typical of activist short-selling reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The table highlights a 48.5% average decline in value for the listed assets between 12/31/19 and 3/31/20.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
36
This is a transition or section divider slide that sets up a specific forensic accounting critique.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide details three specific accounting issues related to the de-consolidation and subsequent loan/derivative structures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two tables to demonstrate a discrepancy between the reported book value and the market price of Helios Fairfax Partners.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
39
This is a classic Muddy Waters 'villain' slide, framing a specific transaction as evidence of malfeasance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a narrative structure to allege financial manipulation by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses a direct excerpt from a financial report with red boxes highlighting the relevant transaction dates and amounts.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Includes a direct excerpt from Atlas Corporation's 20-F 2020 filing regarding goodwill impairment.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Includes a direct excerpt from Atlas Corporation 20-F 2022 and a supporting table of contingent consideration assets.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Includes a direct quote from Fairfax Financial Holdings Financial Statements Q2 2023.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
45
This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a narrative structure to detail a series of financial transactions over several years to support the thesis of 'disguised debt'.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a narrative structure to deconstruct a specific financial transaction, highlighting the components of the $261.8M gain.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a 'fraud-exposure' framework to characterize standard corporate transactions as deceptive accounting practices.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide highlights the aggressive accounting treatment of a call option and the circular nature of the cash flow (investment followed by dividend).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit