Matching slides 37,461
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Pages 1,249
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Beat

14,431-14,460 of 37,461

filter-aware
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The slide uses strong, accusatory language ('Creamed', 'Round-Tripping', 'Padding') typical of activist short-seller reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a narrative structure to expose a potential related-party transaction and conflict of interest.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide highlights a shift from 'comparable method' to 'future development valuation (FDV) method' to justify gains.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide highlights the fair value (FV) gains for the MQM Czech landbank entity.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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Uses Google Earth satellite imagery to demonstrate lack of progress on landholdings.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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Muddy Waters Research activist short report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses excerpts from financial statements to point out that assets classified as 'land bank' received significant valuation gains, which the author implies is questionable.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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Uses a timeline diagram to highlight the gap between the 2021 gain recognition and the actual start of construction/sales for Building C.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a 'quote-response' structure to highlight accounting discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide argues that fair value gains were unjustified due to accounting reclassifications.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide highlights the specific valuation methodologies (comparable method vs. residual value approach) used by the company.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a narrative structure to build a case of accounting manipulation by comparing booked gains against physical construction status.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses visual evidence (annotated site renderings) to contradict the implied progress of the development project.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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Used by Muddy Waters Research to verify development progress claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses visual evidence to contradict a financial claim.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
21
The slide uses a narrative approach to link regulatory changes to market behavior, citing specific legal cases and expert commentary.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
22
The table highlights '1 Bishops Avenue Limited' in a red box, suggesting it is the Buxmead-related entity.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
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The slide frames the acquisition as a result of regulatory pressure on foreign luxury property investment.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 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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The slide highlights the removal of a negative assurance statement in financial reporting.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a direct quote to undermine management credibility regarding financial practices.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a red box to highlight the word 'factoring' in the text.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses a table to highlight the discrepancy between consolidated audit coverage and statutory audit coverage percentages.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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This is a classic 'expose contradiction' slide where the activist firm quotes the target company and immediately frames it as deceptive.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
30
The slide uses a snippet from a Spanish financial statement to demonstrate that 'Tesoreria' (Treasury) only includes cash, not the receivables.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
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The slide uses excerpts from Bureau Veritas Iberia, S.L. financial statements to point out the classification of 'Investments in group companies at CP' as a financial asset.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit