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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 119,566
Current window 65,011-65,040
Pages 3,986
Rows per page 30
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65,011-65,040 of 119,566

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The slide uses a snippet from a financial statement to highlight a specific line item ('Gain on sale of assets') as evidence for the activist thesis.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a comparison frame to equate FTAI's business model with traditional leasing companies, highlighting shared negative characteristics like cyclicality and low growth.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
28
This is a classic Muddy Waters 'fraud exposure' thesis slide.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a Muddy Waters Research template, focusing on accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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 Struggle1 hit
38
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a bulleted list to detail the mechanics of the alleged accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
40
Uses LinkedIn post and database reports as evidence of a potential fraudulent or circular transaction.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a red box to highlight specific fields in the FAA document to support the argument.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
42
The slide acts as a bridge between the previous analysis and the upcoming evidence pages.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
43
The slide uses red arrows to highlight specific entities within the legal text.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
44
The slide uses a primary source document excerpt to support the argument.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
45
The slide uses a primary document (Aircraft Security Agreement) to substantiate a claim about asset ownership and leasing status.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
48
This is a classic Muddy Waters 'thesis' slide, setting up the argument that the business is failing fundamentally, not just through fraud.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
49
The slide uses a narrative structure to connect margin compression with inventory valuation trends.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
57
The table highlights specific transactions where the 'Old Owner' (FTAI entities) sold assets that remained 'Active' or 'In-service' with new operators.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
58
The slide uses a screenshot of a social media post to support the activist's claim of a hidden or mischaracterized business arrangement.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
59
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
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 Conclusion1 hit
64
The slide highlights how accounting choices (useful life/residual value) inflate inventory values and COGS.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
01
Slide 1
The slide serves as the title page for an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Hook1 hit
02
Includes specific disclosure regarding short positions and risk management.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Hook1 hit
05
AppLovin (APP)AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
06
This is a classic Muddy Waters 'expose_contradiction' slide, stripping away marketing fluff to show the underlying economic reality.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
07
Includes a terminal-style code snippet showing data processing logs as visual proof of methodology.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses a video screenshot to provide empirical evidence of tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
This is a transition or thesis slide in an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses the term 'black edge' to describe the informational advantage gained by APP.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses technical documentation and cookie policy screenshots to support the claim of data collection.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
21
The slide uses a screenshot of browser developer tools (network tab) to prove data exfiltration.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit