slides · global inventory
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Matching slides 18,554
Current window 6,421-6,450
Pages 619
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6,421-6,450 of 18,554
08
The slide uses a direct quote from Millennium S.r.l. financial statements to support the thesis.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
09
Includes both English and Italian versions of the same disclosure text to highlight the discrepancy.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
36
The slide uses a quote to set up a contradiction, a common tactic in activist short reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
12
Uses UK Land Registry data to debunk corporate narrative.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster2 hits
21
The slide uses a narrative approach to link regulatory changes to market behavior, citing specific legal cases and expert commentary.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory2 hits
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
11
Includes a transcript excerpt from a former ELF Shanghai manager.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment2 hits
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle2 hits
33
The quote is a classic Charlie Munger aphorism often used in financial analysis to explain management behavior.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
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 2 hits
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 2 hits
48
The slide uses a quote from the CFO to contrast with the lack of formal disclosure in the 10-Q filing.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 2 hits
03
The slide presents a testimonial/whistleblower quote to support an allegation of accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call2 hits
26
The slide uses a direct quote to undermine management credibility regarding financial practices.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory2 hits
29
This is a classic 'expose contradiction' slide where the activist firm quotes the target company and immediately frames it as deceptive.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory2 hits
10
This is a research note slide focusing on corporate governance and potential related-party transaction issues.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
18
The slide uses anecdotal evidence from former employees to support the claim of weak internal controls.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction2 hits
08
The slide uses a competitor quote to frame the accounting practice as a deliberate manipulation of margins.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment2 hits
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 Problem2 hits
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 Struggle2 hits
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 Struggle2 hits
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 Struggle2 hits
37
The slide uses a 'villain' narrative by contrasting official financial disclosures with an anonymous executive's testimony.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle2 hits
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 Conclusion2 hits
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction2 hits
24
This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 2 hits
49
Uses a quote from the New York Times to undermine the sponsor's narrative.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 2 hits
27
The slide uses a table of clinical trial results to illustrate a methodological critique of composite endpoints.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 2 hits
24
The slide uses a quote from an analyst to set up a critique of their valuation logic.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 2 hits
25
The slide uses a highlight to emphasize the magnitude of the downward adjustment.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 2 hits