slides · global inventory
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Matching slides 118,471
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33,571-33,600 of 118,471
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 Monster2 hits
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
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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 Moment2 hits
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle2 hits
23
Includes detailed footnotes regarding methodology for logistics costs and supplier share assumptions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy2 hits
29
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 2 hits
39
The slide explains the adjustment process for inventory data, noting that Q2 FY25 figures for Naturium and in-transit were estimated based on prior periods.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 2 hits
45
The slide uses direct quotes from the company's 10-Q and CFO to point out the inventory accounting change.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 2 hits
02
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call2 hits
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 Monster2 hits
06
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster2 hits
08
Muddy Waters Research slide 7.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster2 hits
17
Part of a Muddy Waters activist short report.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
25
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 Victory2 hits
19
The slide uses qualitative testimony to challenge the integrity of Eurofins' internal controls and financial reporting.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
23
The slide uses a combination of line charts and bar charts to highlight discrepancies in workforce distribution and personnel costs.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
25
The slide highlights financial anomalies in both capital expenditure and M&A strategy.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
26
The slide uses a comparative valuation approach (BioSanté vs. Club Med resort) to cast doubt on management's capital allocation.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
27
The slide uses a sarcastic tone ('For ~30% more money') to frame the comparison as a negative value proposition for BioSanté.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
28
Includes photographic evidence of properties and references to Companies House records.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
29
The slide uses forensic accounting and visual evidence to challenge the justification for a corporate acquisition premium.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
32
Financial disclosure table listing specific Eurofins entities and their respective debt balances.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 2 hits
35
The table is a direct excerpt from a financial note (Note 3.2) regarding income from related parties.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 2 hits
01
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action2 hits
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 Moment2 hits
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 Problem2 hits
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 Problem2 hits
21
Uses a direct quote comparison to undermine management credibility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
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 In2 hits
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Muddy Waters Research investigative note using OSINT (Open Source Intelligence) techniques.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle2 hits