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slides · global inventory

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Matching slides 96,741
Current window 68,491-68,520
Pages 3,225
Rows per page 30
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68,491-68,520 of 96,741

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04
The chart shows a clear spike in the combined ratio in 2017, followed by a higher baseline in 2018-2020 compared to 2013-2016.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
05
The table lists year, transaction name, book value adjustment in millions, page reference, and a rationale for the claim of accounting abuse.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide highlights a discrepancy between Fairfax's carrying value and market price, as well as a valuation gap between auditor-reviewed financials.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Includes a table comparing financial performance for the first nine months of 2023 and 2022 across business segments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
The slide outlines a specific accounting manipulation case involving de-consolidation and subsequent impairment avoidance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide highlights a specific accounting maneuver used to artificially boost book value and report a profit.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Uses Muddy Waters branding; cites specific financial reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a Bloomberg terminal screenshot to visualize the share price decline of Quess during 2018.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
18
The slide uses specific financial figures to highlight a discrepancy between market value and carrying value, suggesting accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide serves as a transition into a specific example of accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses specific Q3 2023 data points to highlight the discrepancy between carrying value ($18.26/share), fair value ($27/share), and market value ($8/share).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The chart uses brackets to quantify the aggregate value difference in millions between reported values and market values.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a screenshot of a broker's email/terminal output to validate the valuation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a specific accounting critique to frame the target's behavior as deceptive.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
26
The slide uses a series of callouts on a stock chart to highlight poor capital allocation decisions by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a narrative structure to expose accounting irregularities, specifically citing fair value gains and goodwill impairments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
29
This is a section divider or thesis slide for a specific case study within the activist deck.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses a narrative structure to frame the RiverStone JV as a mechanism for financial engineering rather than a legitimate business operation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide highlights a specific transaction (RiverStone JV) to suggest accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
32
The slide uses forensic accounting to derive undisclosed transaction proceeds.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a quote from a 2021 Fairfax Annual Report to support the claim of an off-balance sheet guarantee.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a Muddy Waters Research template, typical of activist short-selling reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The table highlights a 48.5% average decline in value for the listed assets between 12/31/19 and 3/31/20.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
36
This is a transition or section divider slide that sets up a specific forensic accounting critique.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide details three specific accounting issues related to the de-consolidation and subsequent loan/derivative structures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two tables to demonstrate a discrepancy between the reported book value and the market price of Helios Fairfax Partners.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
39
This is a classic Muddy Waters 'villain' slide, framing a specific transaction as evidence of malfeasance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit