slides · global inventory
Hook
Beat collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,329
Current window 1,621-1,650
Pages 211
Rows per page 30
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1,621-1,650 of 6,329
06
The slide uses expert testimony to challenge the company's reported revenue composition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
07
The slide uses a calculation to strip out leasing gains to isolate the 'gain on sale' component of the Aerospace Products segment.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
08
The slide uses a competitor quote to frame the accounting practice as a deliberate manipulation of margins.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
09
The slide uses a narrative structure to detail a specific accounting manipulation allegation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
10
The slide uses a consultant's testimony to frame the company's business model shift as a deceptive financial engineering scheme.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
11
Uses expert testimony to undermine the company's core business narrative.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
12
This is a classic Muddy Waters 'fraud exposure' slide, focusing on a specific accounting/narrative discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
13
The slide uses a combination of financial outlier analysis and qualitative expert testimony to build a case for accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
14
The slide uses peer benchmarking to expose a potential accounting or business model discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
15
The slide uses a 'Muddy Waters Research' branding and includes specific footnotes explaining the methodology for the estimates.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
16
The slide uses a direct quote from a consultant to support the thesis of accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
17
Uses a Q&A format to highlight a specific accounting/reporting discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
18
The slide uses an expert testimonial to cast doubt on reported financial metrics.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
19
CYA stands for 'Cover Your Assets' or 'Cover Your Ass', implying a defensive legal/regulatory maneuver.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
20
Highlights the shift in reporting metrics to maintain a narrative despite stopping direct sales disclosures.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
04
The slide uses investigative research to link public social media posts to potential legal liability for the subject company.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
This slide serves as a table of contents for the evidence section of the report.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
Source image /tmp/legacy-images/fc796e5c732c/slides/006.jpg is missing from disk (sibling pages 001-005 and 007-019 are present); page 6 could not be inspected.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a screenshot of a social media post as primary evidence to suggest unauthorized or unexpected presence of FTAI equipment in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
01
The slide serves as the title page for an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Hook1 hit
02
Includes specific disclosure regarding short positions and risk management.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Hook1 hit
03
The slide serves as a transition to a video-based evidence presentation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
04
Includes a screenshot of the CEO's statement as evidence of the contradiction.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
05
The slide uses a visual diagram to illustrate the 'firewalling' or 'sandboxing' of IDFA, contrasting it with the login-based tracking capabilities of major platforms.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'before/after' style comparison to expose a contradiction in the CTO's public statement.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 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
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
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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