slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
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67,981-68,010 of 96,741
02
Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses direct quotes from audit disclaimers to expose the contradiction between company claims and report reality.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
04
This is a page of text from a research note, likely part of a short-seller report or investigative piece.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
05
This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a comparison to Wirecard to frame the severity of the situation.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
22
The slide uses a direct screenshot of the company's own marketing material to set up a later critique of the underlying assumptions.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a table to contrast company-provided figures with analyst estimates to highlight overstatement.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
26
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
27
Uses a quote to undermine the credibility of the company's financial guidance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
31
This slide is part of an activist short report by Muddy Waters Capital.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
34
The slide relies on anecdotal evidence from former employees to support the 'Weak Technology' thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
35
Uses quotes from anonymous sources to undermine the company's technical roadmap.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
37
Uses a highlight on the quote to emphasize the 'co-op' nature of the hardware team.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
39
The slide uses rhetorical questions and negative framing to undermine the company's market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
40
The slide uses a 'fraud-exposure' narrative style, highlighting secrecy and a discrepancy between private funding and public market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
41
Uses a screenshot of a ProPublica PPP loan database entry to cast doubt on the company's financial health or valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
43
Uses testimonial evidence to undermine the company's valuation thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
45
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
46
Uses a 'claim vs. rebuttal' structure to undermine company credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
47
This is a classic Muddy Waters short-seller slide, focusing on exposing corporate governance issues and lack of substance in company announcements.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
49
This is a classic 'bear case' slide from an activist short report.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
50
Uses testimonial-style quotes from former employees to validate the competitive threat thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
51
The slide uses a series of links to news articles to substantiate the claim that competitors are winning the business XL is targeting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
52
The title 'What Blue Skies?' is ironic, suggesting the company's optimistic outlook is unfounded due to regulatory headwinds.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
53
The slide uses a series of quotes to undermine the company's growth projections.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit