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slides · global inventory

Callout

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Matching slides 96,741
Current window 68,521-68,550
Pages 3,225
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68,521-68,550 of 96,741

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Slide 1
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller 1 hit
03
The slide uses a narrative hook ('Vitek's gonna Vitek') to frame a forensic accounting investigation into a specific asset acquisition.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller 1 hit
04
This is a classic Muddy Waters 'villain' slide, using aggressive, colloquial language to frame a financial malfeasance.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Aha Moment1 hit
06
The slide uses investigative findings to challenge the company's public valuation claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
07
The slide highlights specific financial details of a related-party transaction, specifically the fair value of assets vs. consideration paid and the resulting contribution to retained earnings.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Appendix DisclosureLoop · Iceberg1 hit
08
The slide uses a direct quote-based approach to frame management as deceptive, referencing 'Vitek' as a negative benchmark.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
09
This slide serves as an appendix providing granular evidence for property holdings mentioned in the research note.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
11
Includes detailed property-level breakdown of 18 units with purchase price, developer, and payment status.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
13
The slide uses visual evidence to support a claim about construction progress.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
14
The slide details the financial mechanics of offplan property purchases, specifically highlighting the low initial cash outlay and the deferral of the majority of payments until project completion.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
16
The slide uses an illustration of a pile of cash to emphasize the 'dubious origins' claim.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
40
The slide uses a narrative structure to allege financial manipulation by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses a direct excerpt from a financial report with red boxes highlighting the relevant transaction dates and amounts.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
46
The slide uses a narrative structure to detail a series of financial transactions over several years to support the thesis of 'disguised debt'.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a narrative structure to deconstruct a specific financial transaction, highlighting the components of the $261.8M gain.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a 'fraud-exposure' framework to characterize standard corporate transactions as deceptive accounting practices.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide highlights the aggressive accounting treatment of a call option and the circular nature of the cash flow (investment followed by dividend).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
53
This is a transition slide for an activist short report.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
54
The slide details a specific accounting and market manipulation thesis involving the timing of valuation gains and the use of derivatives.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a direct quote from a Fairfax annual report to expose a potential misrepresentation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Muddy Waters Research activist short report slide.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
60
The chart is a screenshot from a financial terminal (likely Capital IQ).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
62
This is a transition or thesis slide for a section on accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses an EY market update as a benchmark to highlight the anomaly of Fairfax's reported figures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a table to demonstrate that Fairfax's equity increase is significantly higher than its peers, suggesting potential accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
65
Fairfax Financial Holdings Ltd. (FFH)Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
67
The slide uses a Bloomberg terminal screenshot to illustrate the stock price collapse of Farmers Edge.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
71
The term 'Gonzo Mode' is used by the activist to imply erratic or reckless management behavior.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
72
The slide uses a Bloomberg terminal screenshot and a custom P/BV chart to highlight the valuation discrepancy.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit