slides · global inventory
Image
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 119,566
Current window 64,951-64,980
Pages 3,986
Rows per page 30
Component
64,951-64,980 of 119,566
20
This is a classic 'preempting the rebuttal' slide used in short-selling research to invalidate potential bull-case explanations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
24
The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
27
The table provides a granular breakdown of product weights to support a valuation or cost-per-unit analysis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
28
The slide includes a disclaimer about the use of sister SKUs for weight calculations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
31
This is a high-impact thesis slide typical of short-seller research reports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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 Inaction1 hit
35
The slide uses specific time periods to contrast insider selling behavior before and after a suspected accounting event.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
40
The table uses the formula: Estimated End Inventory - Estimated Beg Inventory + Estimated COGS = Estimated Import Value.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
44
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
01
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
02
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
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 Call1 hit
04
The slide uses a rhetorical question to frame the company's complexity as a red flag for potential accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
06
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
07
Muddy Waters Research branding present in top right corner.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
08
Muddy Waters Research slide 7.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
10
Highlights the restatement of 2017 payables in the 2018 financial statements.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
11
The slide highlights specific accounting reclassifications between financial assets and liabilities, specifically involving related party balances.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
12
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting irregularities.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
14
Muddy Waters Research branding present.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
15
The chart uses a grouped bar format to show annual revenue per employee, with a line overlay for the peer average.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
16
The chart highlights that Eurofins consistently maintains a significantly higher average personnel cost per employee compared to its peers.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
17
Part of a Muddy Waters activist short report.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a direct excerpt from an annual report to cast doubt on the company's operational reality.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
19
This slide presents a raw financial table from a regulatory filing.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a snippet from financial statement notes to cast doubt on the legitimacy or nature of reported compensation expenses.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
21
Highlights the discrepancy in cash reporting between original and restated filings.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
22
Muddy Waters Research branding present.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit