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Overcoming Monster
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3,541-3,570 of 10,649
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Includes a transcript excerpt from a former ELF Shanghai manager.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Muddy Waters Research report slide; uses Q&A format to build a case against the subject company.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This is a classic 'preempt_rebuttal' slide used by short-sellers to address potential counter-arguments before concluding their thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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The slide explains the reliability of weight data based on maritime safety requirements and clarifies the exclusion of air freight.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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The chart shows two lines (A and B) that are nearly identical, indicating high data consistency.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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Muddy Waters research note style, focusing on investigative skepticism.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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Muddy Waters research note slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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This is a classic 'preempting the rebuttal' slide used in short-selling research to invalidate potential bull-case explanations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
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This is a high-impact thesis slide typical of short-seller research reports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide outlines a two-step calculation: assuming inventory overstatement acts as a plug for gross profit, then dividing by the reported 71% gross margin.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The quote is a classic Charlie Munger aphorism often used in financial analysis to explain management behavior.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a formulaic representation to show how executive compensation is tied to specific performance targets.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses specific time periods to contrast insider selling behavior before and after a suspected accounting event.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
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Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
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The slide presents a testimonial/whistleblower quote to support an allegation of accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
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The slide uses a rhetorical question to frame the company's complexity as a red flag for potential accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
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The slide uses a step-by-step narrative to explain a potential accounting fraud mechanism.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Muddy Waters Research branding present in top right corner.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Muddy Waters Research slide 7.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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The slide shows that the 2017 receivables figure was restated from ~118.7M in the 2017 FS to ~43.7M in the 2018 FS.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Highlights the restatement of 2017 payables in the 2018 financial statements.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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The slide highlights specific accounting reclassifications between financial assets and liabilities, specifically involving related party balances.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting irregularities.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Muddy Waters Research branding present.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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The chart uses a grouped bar format to show annual revenue per employee, with a line overlay for the peer average.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit