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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 40,621-40,650
Pages 3,679
Rows per page 30
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40,621-40,650 of 110,355

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03
The slide uses a strong thesis-driven opening statement typical of short-seller research reports.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The Monster1 hit
09
Includes capitalization table, financial results table, and medical background on AF.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
10
The slide explains the clinical rationale for AtriCure's products (ablation and AtriClip) by detailing the anatomy of the left atrial appendage and its role in stroke risk.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
06
The slide uses a calculation-based argument to undermine the credibility of a corporate program.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
11
The slide uses a contrast-principle to expose the perceived inadequacy of FleetCor's marketing claims compared to WEX's actual output.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Comparison Table1 hit
07
Includes a direct quote from an earnings call and a chart from a Jefferies analyst report.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
03
The slide uses a comparative valuation framework to argue for a significant upside in Edgio's stock price based on peer multiples.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
09
The slide contrasts past leadership failures with current leadership's forward-looking statements.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
04
This is a full-page legal text block.Vishay Precision Group (VPG) · Citron Research
Research note Short seller 1 hit
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 Reveal1 hit
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This is a research note page from a short-seller report (likely Kerrisdale Capital or similar) critiquing SoFi's accounting practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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 Struggle1 hit
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 Struggle1 hit
14
Includes methodology for annualizing interest accrual based on program duration (15 days vs 10 days).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
17
Includes a detailed table (Exhibit IV-3) showing quarterly whole loan sales data from FY2021 to Q4 2025, highlighting the discrepancy in servicing rights percentages.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
19
Includes footnotes 29 and 30. The slide uses legal documentation as evidence of financial inconsistency.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
20
The slide uses a table to perform a forensic accounting check on debt disclosures to invalidate a public statement made by the CFO.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
21
Includes footnotes 33, 34, and 35 detailing specific UCC filings and legal definitions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
22
The slide uses a critical tone to challenge the accounting treatment of SoFi's loan platform business, specifically referencing 'wet-funded forward flow agreements'.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
23
Contains detailed footnotes (40-45) supporting claims about securitization, risk retention, and accounting standards (ASC 810).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
24
The slide argues that SoFi retains effective control over transferred assets, violating the third criterion of ASC 860.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
25
Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
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 Victory1 hit
28
Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
01
Slide 1
The arch illustration serves as a visual metaphor for the structural integrity of the company's financial reporting.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
07
The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary1 hit
07
The slide uses a comparison table to frame the product offering, followed by a narrative critique of the company's IP strategy regarding the leaderboard feature.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit