anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Metric

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

Search Insights JSON Unlock
Matching slides 79,264
Current window 67,051-67,080
Pages 2,643
Rows per page 30
Component: Metricclear collectionreset all
18 30 60

Component

67,051-67,080 of 79,264

filter-aware
13
Uses external realtor data (Colliers, CBRE) to challenge internal management report figures.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
15
The slide uses a 'fraud-exposure' logic by contrasting company-reported metrics with third-party market data.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses a list of property listings to demonstrate high vacancy at a specific site, contrasting management's narrative of 'intentional' refurbishment.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a narrative structure to link operational opacity (lack of transparency in specific markets) to financial misrepresentation (EBITDA, LTV, DCF models).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a direct comparison to challenge management's transparency regarding portfolio health.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
19
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to highlight the specific valuation inputs for the Bubny asset compared to other landbank assets.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide highlights a discrepancy between CPI's carrying value and JLL's valuation range for the Bubny landbank.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
The slide serves as a methodological bridge to subsequent data-heavy slides.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
The slide uses a forensic accounting approach to challenge the integrity of third-party property appraisals.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a table to highlight the disparity between larger, lower-value sites and smaller, higher-value sites used in the valuation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
27
Includes a legend for highlighted rows indicating exclusions due to recent development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 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
35
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
38
The slide highlights a shift from 'comparable method' to 'future development valuation (FDV) method' to justify gains.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
39
The slide highlights the fair value (FV) gains for the MQM Czech landbank entity.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
43
Uses a timeline diagram to highlight the gap between the 2021 gain recognition and the actual start of construction/sales for Building C.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
45
The slide argues that fair value gains were unjustified due to accounting reclassifications.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
47
The slide uses a narrative structure to build a case of accounting manipulation by comparing booked gains against physical construction status.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
50
The slide uses visual evidence to contradict a financial claim.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
07
The slide uses a narrative structure to expose potential financial misconduct.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
12
Uses UK Land Registry data to debunk corporate narrative.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
20
The table highlights CPI PG's purchases in red text to emphasize the price discrepancy.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 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
03
The slide highlights a potential accounting or disclosure discrepancy regarding the $335.4 million difference in expected vs. reported cash proceeds.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
05
The text highlights potential market manipulation (leaks) and poor deal terms.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · Solution1 hit