slides · global inventory
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Matching slides 96,741
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68,581-68,610 of 96,741
02
Standard Muddy Waters legal disclaimer page.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
03
The yellow shaded area highlights the period where the correlation between revenue and imports diverges significantly.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
04
The slide outlines a specific fraud allegation regarding inventory accounting and revenue recognition.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
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The slide uses a list of specific quarterly guidance raises to support the thesis of a contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
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The slide uses a screenshot of a financial news article to frame the contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Includes a transcript excerpt from a former ELF Shanghai manager.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
This is a classic 'preempt_rebuttal' slide used by short-sellers to address potential counter-arguments before concluding their thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
15
The slide explains the reliability of weight data based on maritime safety requirements and clarifies the exclusion of air freight.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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The chart shows two lines (A and B) that are nearly identical, indicating high data consistency.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
18
Muddy Waters research note style, focusing on investigative skepticism.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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Muddy Waters research note slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
20
This is a classic 'preempting the rebuttal' slide used in short-selling research to invalidate potential bull-case explanations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
21
Methodology relies on the formula: Imports = Ending Balance - Beginning Balance + COGS.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
22
The slide highlights a potential accounting discrepancy by showing the jump from ~$20/kg to $52.04/kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
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Includes detailed footnotes regarding methodology for logistics costs and supplier share assumptions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
24
The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
25
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
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The methodology involves purchasing a basket of products, weighing them, and applying margin deductions to derive an import cost per kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
27
The table provides a granular breakdown of product weights to support a valuation or cost-per-unit analysis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
28
The slide includes a disclaimer about the use of sister SKUs for weight calculations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
29
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
30
The table compares two scenarios based on assumed cost per kg ($22.00 vs $18.00) to calculate potential inventory overstatement.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
29
The slide uses forensic accounting and visual evidence to challenge the justification for a corporate acquisition premium.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide uses visual evidence (Google Earth imagery) to contrast property state with financial claims.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Includes a screenshot of a Spanish financial statement table and explanatory text regarding Eurofins' cash pooling structure.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
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Includes a screenshot of a press release and detailed footnotes citing legal and financial documents.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
35
The table is a direct excerpt from a financial note (Note 3.2) regarding income from related parties.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit