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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 40,531-40,560
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

Component

40,531-40,560 of 110,355

filter-aware
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
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 · Analogy1 hit
27
The table provides a granular breakdown of product weights to support a valuation or cost-per-unit analysis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
34
The slide uses a formulaic representation to show how executive compensation is tied to specific performance targets.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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 1 hit
46
The slide juxtaposes specific inventory figures ($27.7M in-transit, $25M Naturium) against official 10-Q text and CFO commentary to suggest potential accounting or operational concerns.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
47
The slide uses a quote from the CFO and an excerpt from the 10-Q to analyze inventory growth drivers.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
18
The slide uses a direct excerpt from an annual report to cast doubt on the company's operational reality.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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 Victory1 hit
28
The slide uses a table to highlight the discrepancy between consolidated audit coverage and statutory audit coverage percentages.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
30
The slide uses a snippet from a Spanish financial statement to demonstrate that 'Tesoreria' (Treasury) only includes cash, not the receivables.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
31
The slide uses excerpts from Bureau Veritas Iberia, S.L. financial statements to point out the classification of 'Investments in group companies at CP' as a financial asset.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses highlighted table cells and text to draw attention to specific intercompany debt figures and the nature of the cashpooling arrangement.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
35
The slide provides a breakdown of the calculation logic for revenue overstatement risk.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
34
Includes a screenshot of a press release and detailed footnotes citing legal and financial documents.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
05
The slide uses a strong accusatory tone typical of activist short reports, focusing on accounting manipulation and channel stuffing.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
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
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
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
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
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
09
The slide uses visual evidence to challenge a previous claim by showing the context of an image.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
12
The slide uses a red arrow to highlight the address line.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
13
The slide uses visual evidence from a video to geolocate a facility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
14
Muddy Waters Research investigative note using OSINT (Open Source Intelligence) techniques.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
17
Uses visual evidence to confirm a specific location for 'Sorena Turbine'.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller 1 hit
18
The slide serves as a legal disclaimer/warning regarding the severity of sanctions violations.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit