slides · global inventory
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Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,329
Current window 1,591-1,620
Pages 211
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1,591-1,620 of 6,329
15
The slide uses a 'fraud-exposure' logic by contrasting company-reported metrics with third-party market data.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses a list of property listings to demonstrate high vacancy at a specific site, contrasting management's narrative of 'intentional' refurbishment.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a narrative structure to link operational opacity (lack of transparency in specific markets) to financial misrepresentation (EBITDA, LTV, DCF models).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a direct comparison to challenge management's transparency regarding portfolio health.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
04
The slide uses accusatory language ('shady characters', 'despots', 'money laundering') to frame the research findings.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
05
The diagram uses a laundry-themed metaphor (Load, Lather, Rinse, Dry) to describe the stages of money laundering.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
06
Muddy Waters Research report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
07
The slide uses a narrative structure to expose potential financial misconduct.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
08
The slide uses a snippet of a UK Land Title Register form to substantiate the transaction details.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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Uses Land Registry excerpts as evidence of the transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
10
Includes a satirical 'Express Cleaners' logo to imply money laundering/cleaning.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
11
The slide uses investigative research to link a property transaction to a high-profile political figure (former PM of Qatar).CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
12
Uses UK Land Registry data to debunk corporate narrative.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
06
The yellow shaded region highlights the period of divergence.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
07
The slide uses red bars to highlight the contradiction between management's claims of inventory buildup and the actual drop in imports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
08
The slide uses a list of specific quarterly guidance raises to support the thesis of a contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
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The slide uses a screenshot of a financial news article to frame the contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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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
12
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
05
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
09
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
11
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
13
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