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Matching slides 119,566
Current window 64,831-64,860
Pages 3,986
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64,831-64,860 of 119,566

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06
The slide combines personal bios with financial disclosure data, likely to highlight potential conflicts of interest or related-party financing.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
01
Slide 1
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
06
The slide uses a specific asset to illustrate a broader thesis of accounting manipulation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
The slide uses the Panama Papers as a visual metaphor for exposing hidden financial systems.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Includes a screenshot of the original French auditor's report alongside an English translation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a snippet of a French financial document and its English translation to point out the seller's privilege.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
The slide uses screenshots of official government registry data to establish a connection between a corporate entity and a physical asset.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a collage of screenshots from various news sources (The Star, Times of Israel, Miami Herald, TDG) to build a case against the subject.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a news snippet and a LinkedIn screenshot to establish a link between two individuals.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a still from National Lampoon's European Vacation as a visual metaphor for the subject.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
24
This is a classic Muddy Waters 'gotcha' slide, using sarcastic framing to introduce a red flag regarding corporate governance.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
28
The image is of Lewis Hamilton, used here as a visual metaphor for distress or a 'cold streak'.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The image serves as a visual metaphor for 'questionable assets' in the context of an activist short report.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
46
Uses a snippet of a financial table to prove that a subsidiary was mischaracterized or omitted from parent company reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
48
The slide uses a corporate structure diagram alongside a primary source document (Form F) to prove ownership.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses financial statement excerpts to demonstrate a related-party transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication1 hit
12
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Includes property photo, loan terms, historical performance metrics (NOI, DSCR, Occupancy), and a business plan summary.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a methodology of applying market cap rates to LTM NOIs to derive asset values, highlighting significant potential impairments in the loan portfolio.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
27
The slide uses a 'Muddy Waters Research' branding and highlights a discrepancy between book value and market value, suggesting over-leveraging or asset impairment.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
28
The slide uses a red box to highlight the 'DBRS Morningstar As-Is LTV (%)' column to draw attention to high leverage ratios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
29
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
36
The slide uses a list-based format to present a series of bearish arguments regarding BXMT's financial health.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
40
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
41
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
44
The slide uses a stacking plan and photos to prove that significant space is available for sublease, contradicting the reported vacancy metrics.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
48
The slide compares two different loan tranches (BXMT 2020 FL-2 vs FL-3) for the same property to show the deterioration of financial metrics over time.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
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 1 hit
51
Uses a Washington Post article screenshot to support the bearish thesis on BXMT's exposure.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit