Matching slides 79,264
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67,111-67,140 of 79,264

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The slide uses investigative findings to challenge the company's public valuation claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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Includes detailed property-level breakdown of 18 units with purchase price, developer, and payment status.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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The slide provides evidence of future progress payments for specific real estate units, sourced from realtor websites.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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The tone is highly critical and accusatory, characteristic of short-seller research.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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The yellow shaded area highlights the period where the correlation between revenue and imports diverges significantly.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
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The slide outlines a specific fraud allegation regarding inventory accounting and revenue recognition.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
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The table highlights high LTV ratios, with several entities exceeding 100%.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide presents a mix of quantitative data (table) and qualitative forensic accounting analysis (narrative).Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses the 'iceberg model' metaphor to suggest that this specific accounting error is indicative of a larger, systemic issue within the parent company.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a bar chart to show revenue per employee and a table to show geographic workforce composition to argue that Eurofins is an outlier.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a combination of line charts and bar charts to highlight discrepancies in workforce distribution and personnel costs.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide highlights financial anomalies in both capital expenditure and M&A strategy.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses a comparative valuation approach (BioSanté vs. Club Med resort) to cast doubt on management's capital allocation.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The table lists individual entity names and associated numerical values, concluding with total debt figures.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
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The table is a direct excerpt from a financial note (Note 3.2) regarding income from related parties.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
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The slide highlights the aggressive accounting treatment of a call option and the circular nature of the cash flow (investment followed by dividend).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a quote from a financial disclosure to highlight the accounting treatment of the transaction.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a red box to highlight the specific rows related to the sale of non-controlling interests in Odyssey Group and Brit.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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This is a transition slide for an activist short report.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide details a specific accounting and market manipulation thesis involving the timing of valuation gains and the use of derivatives.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a table to present raw financial data sourced from S&P Capital IQ to support the thesis of financial underperformance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The chart is a screenshot from a financial terminal (likely Capital IQ).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses an EY market update as a benchmark to highlight the anomaly of Fairfax's reported figures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a table to demonstrate that Fairfax's equity increase is significantly higher than its peers, suggesting potential accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a Bloomberg terminal screenshot to illustrate the stock price collapse of Farmers Edge.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a table to contrast the inflated carrying value against the actual market value, implying an overstatement of assets.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide highlights deteriorating financial performance and a shift to negative equity.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The term 'Gonzo Mode' is used by the activist to imply erratic or reckless management behavior.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a Bloomberg terminal screenshot and a custom P/BV chart to highlight the valuation discrepancy.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit