slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 68,431-68,460
Pages 3,225
Rows per page 30
Component
68,431-68,460 of 96,741
09
The chart shows a steady, aggressive upward trend in valuation per square meter, contrasting with the narrative of stagnant building quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
10
This is a transition or thesis-setting slide in an activist short report.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
11
The slide uses a red box to highlight the specific rows for Warsaw and Prague in the provided table.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
12
The slide uses a stylized map of Prague to link specific property photos to their geographic locations and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
Uses external realtor data (Colliers, CBRE) to challenge internal management report figures.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
14
The slide uses a map-based visualization to link specific real estate assets to their geographic location and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses a 'fraud-exposure' logic by contrasting company-reported metrics with third-party market data.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses a list of property listings to demonstrate high vacancy at a specific site, contrasting management's narrative of 'intentional' refurbishment.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
17
The slide uses a narrative structure to link operational opacity (lack of transparency in specific markets) to financial misrepresentation (EBITDA, LTV, DCF models).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
18
The slide uses a direct comparison to challenge management's transparency regarding portfolio health.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
19
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a table to highlight the specific valuation inputs for the Bubny asset compared to other landbank assets.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide highlights a discrepancy between CPI's carrying value and JLL's valuation range for the Bubny landbank.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
24
The slide serves as a methodological bridge to subsequent data-heavy slides.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
25
The slide uses a forensic accounting approach to challenge the integrity of third-party property appraisals.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a table to highlight the disparity between larger, lower-value sites and smaller, higher-value sites used in the valuation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
28
The slide uses specific examples to justify the exclusion or weighting of certain data points in a broader valuation model.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a split-screen layout to contrast two specific land plots (1244 and 1448) with map and street-view imagery.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide provides raw data supporting a valuation methodology, including a map of the specific zones analyzed.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
32
The slide explains the methodology for interpreting a specific public land registry tool.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
33
The slide details the data source (Prague Building Land Price Map), the sampling criteria (neighboring plots in Holešovice District), and the sample size (70 sites).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
34
The slide justifies why the firm chose to exclude modern, recently constructed buildings from their primary valuation comparison set.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
35
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses strong, accusatory language ('Creamed', 'Round-Tripping', 'Padding') typical of activist short-seller reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
37
The slide uses a narrative structure to expose a potential related-party transaction and conflict of interest.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
38
The slide highlights a shift from 'comparable method' to 'future development valuation (FDV) method' to justify gains.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
41
Muddy Waters Research activist short report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
43
Uses a timeline diagram to highlight the gap between the 2021 gain recognition and the actual start of construction/sales for Building C.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
44
The slide uses a 'quote-response' structure to highlight accounting discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
45
The slide argues that fair value gains were unjustified due to accounting reclassifications.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit