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Matching slides 119,566
Current window 64,891-64,920
Pages 3,986
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64,891-64,920 of 119,566

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12
The table highlights a 100% difference in total valuation between the two audit sources.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
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
16
Uses Muddy Waters branding; cites specific financial reports.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
19
The slide uses a Fight Club reference to frame the removal of financial disclosures as suspicious.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
21
The slide serves as a transition into a specific example of accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a screenshot of a broker's email/terminal output to validate the valuation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a specific accounting critique to frame the target's behavior as deceptive.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
27
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
29
This is a section divider or thesis slide for a specific case study within the activist deck.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide uses forensic accounting to derive undisclosed transaction proceeds.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a Muddy Waters Research template, typical of activist short-selling reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The table highlights a 48.5% average decline in value for the listed assets between 12/31/19 and 3/31/20.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
36
This is a transition or section divider slide that sets up a specific forensic accounting critique.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide details three specific accounting issues related to the de-consolidation and subsequent loan/derivative structures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two tables to demonstrate a discrepancy between the reported book value and the market price of Helios Fairfax Partners.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
39
This is a classic Muddy Waters 'villain' slide, framing a specific transaction as evidence of malfeasance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a narrative structure to allege financial manipulation by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
45
This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a narrative structure to deconstruct a specific financial transaction, highlighting the components of the $261.8M gain.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a 'fraud-exposure' framework to characterize standard corporate transactions as deceptive accounting practices.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide highlights the aggressive accounting treatment of a call option and the circular nature of the cash flow (investment followed by dividend).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a quote from a financial disclosure to highlight the accounting treatment of the transaction.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
52
The slide uses a red box to highlight the specific rows related to the sale of non-controlling interests in Odyssey Group and Brit.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
53
This is a transition slide for an activist short report.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
54
The slide details a specific accounting and market manipulation thesis involving the timing of valuation gains and the use of derivatives.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
55
The slide contrasts share purchase activity with reported fair value gains to imply potential accounting manipulation or timing issues.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses a chronological list to expose how the company shifted its valuation weighting between DCF and 'risk-adjusted transaction fair value' to inflate gains despite financing delays.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit