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slides · global inventory

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Matching slides 79,264
Current window 67,081-67,110
Pages 2,643
Rows per page 30
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67,081-67,110 of 79,264

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05
The table lists year, transaction name, book value adjustment in millions, page reference, and a rationale for the claim of accounting abuse.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
06
The slide uses a combination of bar and line charts to contrast book value with market performance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The chart highlights a persistent gap between actual performance and the stated 15% target.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
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
09
The slide highlights a discrepancy between Fairfax's carrying value and market price, as well as a valuation gap between auditor-reviewed financials.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The chart illustrates a classic 'accounting vs. reality' gap often used in short-seller research.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Includes a table comparing financial performance for the first nine months of 2023 and 2022 across business segments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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
14
The slide outlines a specific accounting manipulation case involving de-consolidation and subsequent impairment avoidance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide highlights a specific accounting maneuver used to artificially boost book value and report a profit.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
18
The slide uses specific financial figures to highlight a discrepancy between market value and carrying value, suggesting accounting manipulation.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
22
The slide uses specific Q3 2023 data points to highlight the discrepancy between carrying value ($18.26/share), fair value ($27/share), and market value ($8/share).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The chart uses brackets to quantify the aggregate value difference in millions between reported values and market values.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
28
The slide uses a narrative structure to expose accounting irregularities, specifically citing fair value gains and goodwill impairments.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
30
The slide uses a narrative structure to frame the RiverStone JV as a mechanism for financial engineering rather than a legitimate business operation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide highlights a specific transaction (RiverStone JV) to suggest accounting manipulation.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
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
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
48
Fairfax Financial Holdings Ltd. (FFH)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