slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 50,581-50,610
Pages 2,605
Rows per page 30
Component
50,581-50,610 of 78,129
01
The chart shows a significant divergence between CPI PG's reported property value changes and the broader vdp Property Price Index.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
03
The slide argues that the valuation increase is not justified by the minor increase in GLA (square footage) and suggests the valuations are unrealistic.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
09
The chart shows a steady, aggressive upward trend in valuation per square meter, contrasting with the narrative of stagnant building quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
03
The yellow shaded area highlights the period where the correlation between revenue and imports diverges significantly.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
06
The yellow shaded region highlights the period of divergence.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
07
The slide uses red bars to highlight the contradiction between management's claims of inventory buildup and the actual drop in imports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
02
The slide uses a 'villain critique' structure to frame the short thesis, combining visual evidence (photos, documents) with financial data.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
22
The slide uses a bar chart to show revenue per employee and a table to show geographic workforce composition to argue that Eurofins is an outlier.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
25
The slide highlights financial anomalies in both capital expenditure and M&A strategy.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
04
The chart shows a clear spike in the combined ratio in 2017, followed by a higher baseline in 2018-2020 compared to 2013-2016.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The chart highlights a persistent gap between actual performance and the stated 15% target.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The chart illustrates a classic 'accounting vs. reality' gap often used in short-seller research.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
20
The chart shows a persistent gap between carrying value and market value, suggesting potential overvaluation in the carrying value.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
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
61
The chart highlights a sustained downward trend in stock performance for the selected InsureTech entities.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
67
The slide uses a Bloomberg terminal screenshot to illustrate the stock price collapse of Farmers Edge.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Includes references to clinical trial data and expert commentary regarding cardiovascular and renal side effects of atrasentan.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 hit
18
The slide uses Kaplan-Meier survival curves to illustrate the effects of Atrasentan on primary composite renal outcomes in different patient cohorts.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
19
The slide argues that the drug causes fluid retention and anemia, contradicting the trial's stated conclusions.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
25
The slide critiques the visual representation of clinical trial data, specifically the 'time-distorting' nature of the x-axis in the provided graph.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
31
Includes critical commentary on the ALIGN trial and potential data obfuscation.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
The slide displays a forest plot comparing eGFR decline rates between atrasentan and placebo groups, segmented by pre-trial eGFR slope, UACR, and baseline eGFR.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
05
The slide uses a provocative title to frame the financial data as poor performance.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction of the problem1 hit
06
The slide uses a waterfall bridge to deconstruct the 'Net Subscriber Value' metric.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
13
The chart uses a blue box to highlight the jump in metrics during the Vivint acquisition period.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
22
The slide uses a dual-axis line chart to demonstrate that despite potential excuses, the underlying metrics (subscriber value and system size) do not explain the discrepancy between non-GAAP and GAAP financials.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Addressing potential rebuttals1 hit
27
The chart highlights 'Proceeds from Tax Equity, Upfront Rebates, Prepayments' within an 'Upfront Cash' column, suggesting a potential mismatch between reported subscriber numbers and tax credit eligibility.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit