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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 3,691-3,720
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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3,691-3,720 of 10,649

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11
The slide uses two diagrams to illustrate the data flow and ID relabeling process between a Zynga game, an ad webview, and a Shopify site.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
16
Muddy Waters Research activist short report slide.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
03
This is a short-seller research note. The tone is highly critical, using analogies to Enron and GE Capital.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
04
The slide functions as a forensic accounting critique, alleging that SoFi misrepresents its financial health through specific accounting choices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
05
Includes a critique of SoFi's 'Consistent Credit Performance' marketing claim using a line chart of net charge-offs and a table of borrower characteristics.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
Includes a table of Fitch and DBRS default assumptions and a discussion on fair value adjustments based on third-party transactions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This is a research note page from a short-seller report (likely Kerrisdale Capital or similar) critiquing SoFi's accounting practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
The slide argues that SoFi inflates its Servicing Rights Asset (SRA) to boost reported gains on sale.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
12
Detailed investigation into UCC filings and transaction structures involving Cantor Fitzgerald and specific buyer trusts.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
13
The slide exposes a circular financing structure where SoFi appears to provide the financing for its own loan sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
14
Includes methodology for annualizing interest accrual based on program duration (15 days vs 10 days).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
15
Includes detailed footnotes referencing SEC filings and specific accounting terminology changes.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
25
Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
26
The slide argues that SoFi's financial reporting relies on aggressive accounting (FV changes, gain on sales) that necessitates constant equity raising.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
27
This is a research note page focusing on forensic accounting critique of SoFi's financial reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
28
Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
02
Includes a satirical image mocking the $38 target price.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
03
This is a research note page from a short-seller report.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
04
The slide provides primary source evidence (a UCC-1 filing) to support the author's interpretation of a financial transaction involving SoFi Funding PL VI LLC.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
05
The slide interprets legal terminology ('Assignee Secured Party' vs 'Debtor') to argue that SoFi Bank's interest in the asset was not fully extinguished.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
07
The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary1 hit
02
Includes a screenshot of an eBay AI platform presentation slide.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
03
The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
04
The slide uses a series of quotes and observations to undermine the company's narrative.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
05
The slide uses a collection of speech bubbles to aggregate negative sentiment, followed by a Bloomberg-style chart showing the decline in short interest.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
07
The slide uses a metaphorical 'dog catching the car' to describe the stock's situation.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit