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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 40,561-40,590
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
18 30 60

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40,561-40,590 of 110,355

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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
21
Uses a direct quote comparison to undermine management credibility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
23
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 Struggle1 hit
26
The slide highlights the reliance on non-recurring gains to inflate EBITDA figures.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a comparison frame to equate FTAI's business model with traditional leasing companies, highlighting shared negative characteristics like cyclicality and low growth.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a circular/linear process flow to demonstrate a manipulative accounting cycle.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide highlights an 'accounting trick' where assets are depreciated even when off-lease, which the author claims is unique to FTAI's business model compared to peers.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
32
The slide uses a table to demonstrate the ratio of transferred inventory value to total COGS, implying accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
33
Includes a quote from a former employee and a table excerpted from FTAI's 10-K.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a peer benchmark to expose accounting discrepancies.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a table of cash flows from investing activities to demonstrate that 'Acquisition of leasing equipment' is a major recurring expense.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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 Struggle1 hit
39
The slide uses a bulleted list to detail the mechanics of the alleged accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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 Struggle1 hit
41
The slide uses a red box to highlight specific fields in the FAA document to support the argument.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
44
The slide uses a primary source document excerpt to support the argument.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
46
The slide uses a table to contrast asset counts at the start and end of the period to imply accounting irregularities.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
47
The slide uses investigative findings from a consultant to challenge the legitimacy of revenue recognition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
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 Inaction1 hit
50
The slide uses a Muddy Waters Research branding and highlights a specific row (Implied MRO-Module EBITDA Margin) to show the decline from 47% to 38%.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
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 Inaction1 hit
52
Uses a direct quote from an investor relations call to frame the contradiction.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
53
The slide uses a dialogue format to discredit a specific company claim.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
55
This is an activist short-seller slide from Muddy Waters Research.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
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 Conclusion1 hit
57
The table highlights specific transactions where the 'Old Owner' (FTAI entities) sold assets that remained 'Active' or 'In-service' with new operators.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit