slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 40,591-40,620
Pages 3,679
Rows per page 30
Component
40,591-40,620 of 110,355
58
The slide uses a screenshot of a social media post to support the activist's claim of a hidden or mischaracterized business arrangement.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
60
The slide uses a red box to highlight the cost discrepancy between Fan and LPT modules.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
61
The slide highlights specific accounting practices regarding operating vs investing cash flows for engine parts.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
63
Uses a direct quote from a 10-K filing to highlight a lack of transparency in the target company's accounting.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
04
Muddy Waters Research activist deck slide questioning the technical legitimacy of AppLovin's (APP) ad targeting capabilities.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
10
The slide uses a specific methodology of tracking pixel presence on customer websites to infer churn.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses direct quotes from Apple's developer documentation to establish a violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
17
The slide uses data from Google and Pixalate to demonstrate the frequency of deplatforming.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Key Messages1 hit
18
Muddy Waters Research activist deck slide exposing data collection practices.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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 1 hit
21
The slide uses a screenshot of browser developer tools (network tab) to prove data exfiltration.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
23
Includes specific technical instructions for using Chrome DevTools to inspect network traffic.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
24
This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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 1 hit
37
The slide uses a narrative of fraud exposure to explain a long-term stock decline.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
40
The slide uses technical evidence (network request screenshots) to expose how APP tracks users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
41
This slide details the mechanism of the alleged fraud/privacy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
42
The slide details a technical process flow for user tracking/fingerprinting.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
47
This is a technical instructional slide from a Muddy Waters Research report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
03
The slide serves as a transition to a video-based evidence presentation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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 Reveal1 hit
05
The slide uses a visual diagram to illustrate the 'firewalling' or 'sandboxing' of IDFA, contrasting it with the login-based tracking capabilities of major platforms.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'before/after' style comparison to expose a contradiction in the CTO's public statement.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
07
Includes a footnote detailing the scope of tests (tens of thousands of HTTP requests).AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
04
The slide functions as a forensic accounting critique, alleging that SoFi misrepresents its financial health through specific accounting choices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
01
The slide documents a pattern of non-engagement by SOFI management in response to investigative inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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 Inaction1 hit