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Matching slides 96,741
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68,281-68,310 of 96,741
02
This is an activist investor letter (Muddy Waters) demanding transparency on specific historical transactions.CPI Property Group (CPIPGR) · Carson Block
Shareholder letter Short seller Beat · ComplicationLoop · Cost Of Inaction1 hit
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This slide functions as a list of investigative questions directed at management, likely from a short-seller report.CPI Property Group (CPIPGR) · Carson Block
Shareholder letter Short seller Beat · EvidenceLoop · Cost Of Inaction1 hit
02
This is a research note from Muddy Waters Research, acting as a short-seller report.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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This slide functions as a forensic accounting critique, highlighting specific instances of alleged financial misreporting.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
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This is a text-heavy research note page focusing on accounting irregularities and investor behavior.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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Includes annotations translating key fields to English.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
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The slide details specific accounting irregularities regarding warrant valuation and cost reimbursements, supported by extensive footnotes referencing SEC filings.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
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The slide argues that certain revenue should be reported as net rather than gross, citing specific 10-K filings.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Loop · The Reveal1 hit
09
The slide uses a table to adjust reported revenue and then provides a qualitative argument citing FASB standards to challenge the company's accounting method.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · The Reveal1 hit
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The slide highlights a discrepancy in accounting treatment between two joint ventures to suggest financial manipulation.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
04
The slide uses a news headline as a hook to introduce a valuation discrepancy argument.Vivion Investments · Carson Block
Research note Short seller Beat · Thesis Headline1 hit
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This is a text-heavy research note slide focusing on corporate governance and potential financial misconduct.Vivion Investments · Carson Block
Research note Short seller 1 hit
06
The slide highlights a discrepancy in valuation for the Crowne Plaza London Heathrow asset between two different sources (Vivion vs CBRE).Vivion Investments · Carson Block
Research note Short seller Beat · Appendix Data1 hit
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Includes a specific highlight on Crowne Plaza London Heathrow in the footer.Vivion Investments · Carson Block
Research note Short seller 1 hit
03
The slide uses a dark, high-contrast aesthetic typical of activist short-seller reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction1 hit
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The slide uses aggressive, informal language ('dumpster fire') characteristic of Muddy Waters activist reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction of the problem1 hit
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The slide uses a waterfall bridge to deconstruct the 'Net Subscriber Value' metric.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
07
The table demonstrates high sensitivity to discount rates, with values dropping significantly as rates increase, highlighting the discrepancy between the model's 4-8% rates and the actual 16.5% cost of debt.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
09
The table includes specific exclusions/inclusions for Vivint Solar in early periods.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
10
The slide uses a rhetorical question to pivot the narrative toward the mechanics of fraud.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
11
The slide highlights a specific regulatory requirement to support a broader argument about data transparency or industry oversight.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
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The chart uses a blue box to highlight the jump in metrics during the Vivint acquisition period.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
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Muddy Waters Research activist deck slide.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
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The table uses color coding (yellow/blue) to highlight specific periods of data anomaly.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
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The slide uses a 'delta' calculation to imply a discrepancy between reported subscriber growth and actual asset deployment.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
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The slide highlights a lack of pattern in the data to cast doubt on the relationship between the two metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
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The slide uses a dual-axis line chart to demonstrate that despite potential excuses, the underlying metrics (subscriber value and system size) do not explain the discrepancy between non-GAAP and GAAP financials.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Addressing potential rebuttals1 hit
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The slide uses a quote from an analyst to set up a critique of their valuation logic.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
25
The slide uses a highlight to emphasize the magnitude of the downward adjustment.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a bulleted list to contrast company assumptions with the author's more conservative estimates.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit