Matching slides 79,264
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66,991-67,020 of 79,264

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The slide highlights a discrepancy in interest received and questions the acquisition of the Galopota group from Vitek.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · Problem1 hit
05
The slide combines a formal financial disclosure table with a critical investigative commentary regarding potential conflicts of interest and omitted disclosures.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes a translation of a Czech financial note and a specific inquiry into the reconciliation of GSG Berlin's financial performance.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
08
The slide critiques the use of forward-looking valuation methods for undeveloped land and the reliance on internal valuation teams.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
04
This is a classic Muddy Waters 'expose' slide, using a stark headline to frame a potential fraud or accounting irregularity.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
06
This slide is part of an activist short report by Muddy Waters Research.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a simple table to demonstrate a financial gap, framing it as a 'cash hole' in the company's accounts.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
11
The slide uses a rhetorical question to imply potential hidden assets or misallocation of debt.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
29
The slide uses a narrative structure to link a rapid asset flip to potential financial impropriety.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
The red box highlights two specific entities with large negative value adjustments (impairments) totaling €13.6 million.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
33
The slide highlights the accumulation of debt in a subsidiary (Les Mas) while the property was under construction.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
35
The slide uses a sarcastic tone ('VitekCoin') to frame the financial transactions as absurd and potentially fraudulent.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
10
The slide highlights a 154.5% gain over 3 years on undeveloped land, implying potential artificial inflation of asset values.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The diagram illustrates the relationship between Radovan Vitek, Marc Gilbert International (MGI), and CPI PG, highlighting the debt settlement.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a financial statement excerpt to expose a contradiction or questionable accounting practice.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
27
The slide uses a red box to highlight 'CPI Hotels, a.s.' in the table, drawing attention to the specific entity involved in the reported payables.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
30
This slide is part of an activist short report by Muddy Waters Research.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The diagram illustrates the ownership structure and the transfer of InvestCo from Mountfort to CPI PG.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses direct quotes and page references to expose inconsistent financial reporting.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights specific financial figures (€52.1M and €51.2M) as evidence of questionable transactions.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
03
This is a classic activist short thesis slide, framing the problem as a combination of financial engineering (swaps) and fundamental credit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
10
This slide outlines a bearish thesis on BXMT, focusing on credit risk, liquidity, and under-provisioning.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide uses a logical chain to demonstrate that current NOI/Debt ratios are insufficient to cover the implied interest rates once swaps expire.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
03
The slide uses a 'bullshit' framing to attack a corporate narrative. It includes a screenshot of government instructions and a custom table to prove a point about reporting lags.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
04
This is a research note from a short-seller report (MW = Muddy Waters). It uses a forensic accounting methodology to challenge company disclosures.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
05
This is a research note page focusing on financial/regulatory misconduct allegations.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
29
The slide uses a 'logical chain' or 'causal chain' to arrive at the conclusion of fraud.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit