anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Development

Beat collection for the active corpus filters, with each row opening the slide detail view.

Search Insights JSON Unlock
Matching slides 11,188
Current window 5,341-5,370
Pages 373
Rows per page 30
Beat: Developmentclear collectionreset all
18 30 60

Beat

5,341-5,370 of 11,188

filter-aware
21
Uses a direct quote comparison to undermine management credibility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
22
This is a thesis-driven slide from a Muddy Waters short report.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a direct quote from the company's 10-Q to frame a potential accounting or valuation concern.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
24
This slide uses a hypothetical example to illustrate a potential accounting manipulation or inefficiency in cash flow reporting.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
25
The slide uses a snippet from a financial statement to highlight a specific line item ('Gain on sale of assets') as evidence for the activist thesis.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
26
The slide highlights the reliance on non-recurring gains to inflate EBITDA figures.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a comparison frame to equate FTAI's business model with traditional leasing companies, highlighting shared negative characteristics like cyclicality and low growth.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
28
This is a classic Muddy Waters 'fraud exposure' thesis slide.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a circular/linear process flow to demonstrate a manipulative accounting cycle.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a Muddy Waters Research template, focusing on accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide highlights an 'accounting trick' where assets are depreciated even when off-lease, which the author claims is unique to FTAI's business model compared to peers.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses a table to demonstrate the ratio of transferred inventory value to total COGS, implying accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
33
Includes a quote from a former employee and a table excerpted from FTAI's 10-K.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a peer benchmark to expose accounting discrepancies.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a table of cash flows from investing activities to demonstrate that 'Acquisition of leasing equipment' is a major recurring expense.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
36
Includes a quote from a consultant/former executive to support the claim of accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
37
The slide uses a 'villain' narrative by contrasting official financial disclosures with an anonymous executive's testimony.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
38
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a bulleted list to detail the mechanics of the alleged accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
40
Uses LinkedIn post and database reports as evidence of a potential fraudulent or circular transaction.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
10
Uses visual evidence to imply a connection between FTAI and a sanctioned or restricted entity in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
11
The slide serves as visual evidence for a research claim regarding company operations or assets.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
12
The slide uses a red arrow to highlight the address line.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
13
The slide uses visual evidence from a video to geolocate a facility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
14
Muddy Waters Research investigative note using OSINT (Open Source Intelligence) techniques.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
07
Includes a footnote detailing the scope of tests (tens of thousands of HTTP requests).AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
08
The slide highlights a specific technical finding where a single token value (285035d2-4abf-4275-bd06-31ea02d6a9fe) is shared across different origins and token types.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
09
The slide uses a process flow to illustrate a technical mechanism for tracking users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a 'Breaking the Sandbox' diagram to illustrate the data flow between a game, a webview, and a browser.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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