slides · global inventory
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Matching slides 119,566
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64,861-64,890 of 119,566
07
The slide uses photographic evidence of building directories to challenge the perceived occupancy or quality of the site.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
The slide uses a stylized map of Prague to link specific property photos to their geographic locations and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a map-based visualization to link specific real estate assets to their geographic location and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
21
The slide uses a map to contextualize the landbank's location relative to Prague's CBD.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
31
The slide provides raw data supporting a valuation methodology, including a map of the specific zones analyzed.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
32
The slide explains the methodology for interpreting a specific public land registry tool.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
33
The slide details the data source (Prague Building Land Price Map), the sampling criteria (neighboring plots in Holešovice District), and the sample size (70 sites).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
34
The slide justifies why the firm chose to exclude modern, recently constructed buildings from their primary valuation comparison set.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
41
Muddy Waters Research activist short report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses visual evidence (annotated site renderings) to contradict the implied progress of the development project.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
01
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
06
Muddy Waters Research report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
08
The slide uses a snippet of a UK Land Title Register form to substantiate the transaction details.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
09
Uses Land Registry excerpts as evidence of the transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
10
Includes a satirical 'Express Cleaners' logo to imply money laundering/cleaning.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
13
The slide uses a screenshot of a UK Companies House filing to provide primary source evidence for the contradiction.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
14
The slide uses a rhetorical question to frame a potential contradiction in the company's business model or asset quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
15
Uses a screenshot of a news article as evidence to support the claim of money laundering.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
19
The slide serves as a factual background/investigative note linking entities.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
01
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller 1 hit
02
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller 1 hit
03
The slide uses a comparison-frame to contrast the target company with a 'good' benchmark (Berkshire) and a 'bad' benchmark (GE).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Thesis Headline1 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
05
The table lists year, transaction name, book value adjustment in millions, page reference, and a rationale for the claim of accounting abuse.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a combination of bar and line charts to contrast book value with market performance.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
08
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide highlights a discrepancy between Fairfax's carrying value and market price, as well as a valuation gap between auditor-reviewed financials.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
11
Includes a table comparing financial performance for the first nine months of 2023 and 2022 across business segments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit