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slides · global inventory

Callout

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 96,741
Current window 68,401-68,430
Pages 3,225
Rows per page 30
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68,401-68,430 of 96,741

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03
The slide argues that the valuation increase is not justified by the minor increase in GLA (square footage) and suggests the valuations are unrealistic.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
04
This slide serves as an introduction to 'Part 2' of the activist report, focusing on asset valuation and occupancy discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
05
This is a classic activist short-seller 'thesis' slide, framing a specific asset as evidence of accounting or valuation fraud.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
06
The slide uses a specific asset to illustrate a broader thesis of accounting manipulation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses photographic evidence of building directories to challenge the perceived occupancy or quality of the site.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses photographic evidence to challenge management's narrative regarding property upkeep.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
15
The slide uses a specific definition of '6A' watchlist status to imply material risk to investors.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
17
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
18
The slide highlights two groups of borrowers (Group A and others) and their sensitivity to SOFR rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
19
The table highlights the inability of specific real estate assets to maintain positive coverage ratios under rising interest rate scenarios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
21
This is a key analytical slide in an activist short report.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
23
This slide explains the logic behind a specific quantitative estimate used in the activist report.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
25
The slide uses a 'bad and worse' framing to highlight the lack of viable options for the company.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
28
The slide uses a red box to highlight the 'DBRS Morningstar As-Is LTV (%)' column to draw attention to high leverage ratios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
30
The slide highlights a specific impairment reserve rate of ~23% for risk rating 5 loans.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
31
The slide uses specific financial figures to contrast reported reserves with estimated actual impairments.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
33
The slide uses a red box to highlight the 'As-Is LTV (%)' column and red arrows to point out specific '2 rated' and '3 rated' loans.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
34
The slide uses a 'Recall that' structure to build a case for accounting manipulation.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
35
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
36
The slide uses a list-based format to present a series of bearish arguments regarding BXMT's financial health.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
The slide uses a 'CYA' (Cover Your Assets) framing to imply the company is preemptively disclosing risks to mitigate liability.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
40
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
41
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
43
The slide uses two side-by-side data tables to show the progression of property performance metrics over time.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
45
Includes a screenshot of a news article as evidence of the tenant exit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
47
Uses news clippings to support the narrative of a 'miraculous' lease expansion by a Blackstone-backed entity.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
48
The slide compares two different loan tranches (BXMT 2020 FL-2 vs FL-3) for the same property to show the deterioration of financial metrics over time.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
49
Uses a quote from the New York Times to undermine the sponsor's narrative.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
50
Uses a screenshot of a news article to contradict the 'Fully Leased' claim.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit