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5,371-5,400 of 11,188
09
Uses a 'before-after' or 'reality vs perception' framing to discredit the company's leadership claims.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)Loop · The Reveal1 hit
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Uses screenshots of YouTube videos as primary evidence.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)Loop · The Reveal1 hit
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The slide uses a screenshot of a YouTube video to frame the subject as a villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)1 hit
12
Uses screenshots of Google search results and a Pure Medical landing page to support the claim of fraudulent marketing practices.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)1 hit
13
The slide uses a screenshot of a Google search result and a rating summary to highlight predatory behavior by a company linked to Inogen.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)1 hit
06
The slide contains two embedded screenshots of presentation slides (Results and Conclusions) and a testimonial from Dr. Suber Huang.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
07
Includes a direct quote from an earnings call and a chart from a Jefferies analyst report.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
08
The slide uses screenshots of FDA Adverse Event Reporting System documents to support the claim of securities fraud.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
05
The slide uses a 'moat' narrative to explain why the company's business model is defensible against competitors like Carvana and DriveTime.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
06
Includes a comparison table of competitors at the top and a benchmark example (AutoZone) at the bottom.Credit Acceptance Corporation (CACC) · Citron Research
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
03
The slide uses a comparative valuation framework to argue for a significant upside in Edgio's stock price based on peer multiples.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
04
The slide uses third-party validation (AWS/Microsoft) to counter potential skepticism about Edgio's capabilities.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In1 hit
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The slide uses a list-based comparison rather than a table grid to contrast two product tiers.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)Loop · Zoom In1 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
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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
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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
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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
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
Citron Research short thesis slide targeting Peloton's pricing model.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
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The slide uses a comparison table to frame the product offering, followed by a narrative critique of the company's IP strategy regarding the leaderboard feature.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
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The slide uses a 'villain' framing to attack the CEO's integrity and management practices.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
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The slide uses a direct quote from the CEO to highlight perceived incompetence and unrealistic future assumptions.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
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The slide uses a skeptical tone to argue that Peloton's valuation is disconnected from reality and that management is preparing to exit.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit