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Matching slides 96,741
Current window 68,371-68,400
Pages 3,225
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68,371-68,400 of 96,741

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06
This slide is part of an activist short report by Muddy Waters Research.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a direct quote from Millennium S.r.l. financial statements to support the thesis.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
09
Includes both English and Italian versions of the same disclosure text to highlight the discrepancy.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a simple table to demonstrate a financial gap, framing it as a 'cash hole' in the company's accounts.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
11
The slide uses a rhetorical question to imply potential hidden assets or misallocation of debt.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
13
The slide uses a narrative approach to link a specific asset transaction to broader governance and financial integrity concerns.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
Includes a screenshot of the original French auditor's report alongside an English translation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a snippet of a French financial document and its English translation to point out the seller's privilege.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
The slide uses screenshots of official government registry data to establish a connection between a corporate entity and a physical asset.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses primary source data from the Swiss commercial registry to establish a connection between a company and specific legal representatives.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a collage of screenshots from various news sources (The Star, Times of Israel, Miami Herald, TDG) to build a case against the subject.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a news snippet and a LinkedIn screenshot to establish a link between two individuals.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
This is a classic Muddy Waters 'red flag' slide, using guilt-by-association and suspicious transaction patterns to build a case.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
21
Uses a still from National Lampoon's European Vacation as a visual metaphor for the subject.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
22
The slide uses investigative narrative to highlight potential self-dealing or financial obfuscation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
23
The slide uses footnotes to provide evidence for the financial claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
24
This is a classic Muddy Waters 'gotcha' slide, using sarcastic framing to introduce a red flag regarding corporate governance.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
29
The slide uses a narrative structure to link a rapid asset flip to potential financial impropriety.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
30
The red box highlights two specific entities with large negative value adjustments (impairments) totaling €13.6 million.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
31
The slide uses a large red Euro symbol with a question mark to visually emphasize skepticism regarding the acquisition price.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
32
Uses a balance sheet excerpt to prove the lack of liabilities at the subsidiary level.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
33
The slide highlights the accumulation of debt in a subsidiary (Les Mas) while the property was under construction.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
The use of the Wile E. Coyote cartoon is a visual metaphor for an impending 'cliff' or disaster.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
03
This is a classic activist short thesis slide, framing the problem as a combination of financial engineering (swaps) and fundamental credit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
05
This slide provides the foundational context for the activist thesis by explaining the core mechanics of the target company's lending business.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
06
The slide uses a causal chain to explain why BXMT is vulnerable to current macro conditions.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication1 hit
09
The slide uses the 'extending and pretending' idiom to describe loan modifications.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
This slide outlines a bearish thesis on BXMT, focusing on credit risk, liquidity, and under-provisioning.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
The slide uses a logical chain to demonstrate that current NOI/Debt ratios are insufficient to cover the implied interest rates once swaps expire.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide emphasizes the representativeness of the sample data and the use of external CRE databases to estimate property-level metrics like vacancies and cap rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit