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slides · global inventory

Source Note

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

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Matching slides 110,355
Current window 40,471-40,500
Pages 3,679
Rows per page 30
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40,471-40,500 of 110,355

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05
The slide presents a narrative of a related-party transaction, likely intended to cast doubt on the valuation or the nature of the debt offset.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
06
The slide uses investigative findings to challenge the company's public valuation claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
14
The slide outlines a specific accounting manipulation case involving de-consolidation and subsequent impairment avoidance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide highlights a specific accounting maneuver used to artificially boost book value and report a profit.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses Muddy Waters branding; cites specific financial reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a Bloomberg terminal screenshot to visualize the share price decline of Quess during 2018.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses specific financial figures to highlight a discrepancy between market value and carrying value, suggesting accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a Fight Club reference to frame the removal of financial disclosures as suspicious.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses specific Q3 2023 data points to highlight the discrepancy between carrying value ($18.26/share), fair value ($27/share), and market value ($8/share).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The chart uses brackets to quantify the aggregate value difference in millions between reported values and market values.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a screenshot of a broker's email/terminal output to validate the valuation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a specific accounting critique to frame the target's behavior as deceptive.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a series of callouts on a stock chart to highlight poor capital allocation decisions by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a narrative structure to expose accounting irregularities, specifically citing fair value gains and goodwill impairments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses a narrative structure to frame the RiverStone JV as a mechanism for financial engineering rather than a legitimate business operation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide highlights a specific transaction (RiverStone JV) to suggest accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide uses forensic accounting to derive undisclosed transaction proceeds.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a quote from a 2021 Fairfax Annual Report to support the claim of an off-balance sheet guarantee.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a Muddy Waters Research template, typical of activist short-selling reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses a direct excerpt from a financial report with red boxes highlighting the relevant transaction dates and amounts.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Includes a direct quote from Fairfax Financial Holdings Financial Statements Q2 2023.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a narrative structure to detail a series of financial transactions over several years to support the thesis of 'disguised debt'.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a red box to highlight the specific rows related to the sale of non-controlling interests in Odyssey Group and Brit.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses a chronological list to expose how the company shifted its valuation weighting between DCF and 'risk-adjusted transaction fair value' to inflate gains despite financing delays.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a direct quote from a Fairfax annual report to expose a potential misrepresentation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
58
The slide uses a table to present raw financial data sourced from S&P Capital IQ to support the thesis of financial underperformance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Muddy Waters Research activist short report slide.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses an EY market update as a benchmark to highlight the anomaly of Fairfax's reported figures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
69
The slide uses a direct quote from Farmers Edge 2022Q3 financial statements to prove the existence of a loan that is allegedly missing from the counterparty's (Fairfax) disclosures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
72
The slide uses a Bloomberg terminal screenshot and a custom P/BV chart to highlight the valuation discrepancy.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit