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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 79,264
Current window 67,201-67,230
Pages 2,643
Rows per page 30
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18 30 60

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67,201-67,230 of 79,264

filter-aware
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a specific methodology of tracking pixel presence on customer websites to infer churn.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide uses a narrative of fraud exposure to explain a long-term stock decline.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
38
The slide uses a historical case study to argue that Meta's platform power is a existential risk to the target company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
01
Slide 1
The slide uses a 'treadmill' metaphor to describe financial engineering practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
03
This is a short-seller research note. The tone is highly critical, using analogies to Enron and GE Capital.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
04
The slide functions as a forensic accounting critique, alleging that SoFi misrepresents its financial health through specific accounting choices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
05
Includes a critique of SoFi's 'Consistent Credit Performance' marketing claim using a line chart of net charge-offs and a table of borrower characteristics.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
Includes a table of Fitch and DBRS default assumptions and a discussion on fair value adjustments based on third-party transactions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This is a research note page from a short-seller report (likely Kerrisdale Capital or similar) critiquing SoFi's accounting practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
The slide argues that SoFi inflates its Servicing Rights Asset (SRA) to boost reported gains on sale.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
13
The slide exposes a circular financing structure where SoFi appears to provide the financing for its own loan sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
14
Includes methodology for annualizing interest accrual based on program duration (15 days vs 10 days).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
16
The slide highlights a discrepancy between SoFi's public disclosures and UCC filings regarding loan subordination and sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
17
Includes a detailed table (Exhibit IV-3) showing quarterly whole loan sales data from FY2021 to Q4 2025, highlighting the discrepancy in servicing rights percentages.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
25
Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
26
The slide argues that SoFi's financial reporting relies on aggressive accounting (FV changes, gain on sales) that necessitates constant equity raising.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
28
Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
05
The slide includes a table comparing institutional ownership percentages and a narrative section outlining expectations for board and auditor responses to the research report.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
01
Slide 1
The arch illustration serves as a visual metaphor for the structural integrity of the company's financial reporting.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
07
The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary1 hit
01
Slide 1
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 1 hit
05
The slide uses a collection of speech bubbles to aggregate negative sentiment, followed by a Bloomberg-style chart showing the decline in short interest.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
06
The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
02
Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
03
The slide uses a list-based structure to present multiple arguments for a short position.Wayfair (W) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit