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slides · global inventory

Paragraph

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 118,471
Current window 33,601-33,630
Pages 3,950
Rows per page 30
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18 30 60

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33,601-33,630 of 118,471

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The slide uses a direct quote from the company's 10-Q to frame a potential accounting or valuation concern.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
24
This slide uses a hypothetical example to illustrate a potential accounting manipulation or inefficiency in cash flow reporting.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
36
Includes a quote from a consultant/former executive to support the claim of accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
40
Uses LinkedIn post and database reports as evidence of a potential fraudulent or circular transaction.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
49
The slide uses a narrative structure to connect margin compression with inventory valuation trends.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction2 hits
51
Uses investor call and expert testimony to undermine company narrative.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction2 hits
56
The slide uses a direct quote from a 10-K filing to challenge the company's business model classification.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion2 hits
01
Slide 1
The slide serves as the title page for an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Hook2 hits
07
Includes a terminal-style code snippet showing data processing logs as visual proof of methodology.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
08
The slide uses a video screenshot to provide empirical evidence of tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
14
Uses direct quotes from Apple's developer documentation to establish a violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
16
The slide uses a 'Muddy Waters Research' branding and cites a 2023 10-K filing to support the claim of potential deplatforming risk.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
19
The slide uses technical documentation and cookie policy screenshots to support the claim of data collection.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
23
Includes specific technical instructions for using Chrome DevTools to inspect network traffic.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
26
The slide details a 'Compass' token system used for fingerprinting and user tracking, highlighting a potential regulatory or disclosure issue regarding the removal of this technology from 10-K filings.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
45
Includes specific instructions for inspecting network traffic to identify tracking keys.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
02
Standard Muddy Waters legal disclaimer page.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
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 Reveal2 hits
08
The slide highlights a specific technical finding where a single token value (285035d2-4abf-4275-bd06-31ea02d6a9fe) is shared across different origins and token types.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
11
The slide uses two diagrams to illustrate the data flow and ID relabeling process between a Zynga game, an ad webview, and a Shopify site.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
15
The slide serves as a placeholder for a video asset.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
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 Reveal2 hits
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 Struggle2 hits
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 Struggle2 hits
18
This is a research note page focusing on forensic accounting and regulatory compliance concerns regarding SoFi's balance sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg2 hits
26
The slide argues that SoFi's financial reporting relies on aggressive accounting (FV changes, gain on sales) that necessitates constant equity raising.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory2 hits
02
The slide uses a chronological table to frame the company's lack of transparency as a 'disengagement' from legitimate investor inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction2 hits
04
The slide uses a table to frame specific accounting/contractual questions as a way to expose potential contradictions in SOFI's public disclosures.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment2 hits
05
The slide includes a table comparing institutional ownership percentages and a narrative section outlining expectations for board and auditor responses to the research report.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction2 hits
06
References 'old cockroach theorem' as a heuristic for identifying further misconduct.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction2 hits