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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 68,611-68,640
Pages 3,225
Rows per page 30
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18 30 60

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68,611-68,640 of 96,741

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31
This is a high-impact thesis slide typical of short-seller research reports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
The slide outlines a two-step calculation: assuming inventory overstatement acts as a plug for gross profit, then dividing by the reported 71% gross margin.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
The slide outlines the logic for adjusting reported inventory figures to isolate U.S.-specific product inventory, highlighting accounting red flags regarding in-transit inventory.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
39
The slide explains the adjustment process for inventory data, noting that Q2 FY25 figures for Naturium and in-transit were estimated based on prior periods.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
41
The table maps fiscal quarters to calendar quarters and provides corresponding import weights.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
43
The red text highlights the anomalous data points.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
45
The slide uses direct quotes from the company's 10-Q and CFO to point out the inventory accounting change.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
46
The slide juxtaposes specific inventory figures ($27.7M in-transit, $25M Naturium) against official 10-Q text and CFO commentary to suggest potential accounting or operational concerns.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
47
The slide uses a quote from the CFO and an excerpt from the 10-Q to analyze inventory growth drivers.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
48
The slide uses a quote from the CFO to contrast with the lack of formal disclosure in the 10-Q filing.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
02
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
03
The slide presents a testimonial/whistleblower quote to support an allegation of accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
04
The slide uses a rhetorical question to frame the company's complexity as a red flag for potential accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
05
The slide uses a step-by-step narrative to explain a potential accounting fraud mechanism.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
06
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
08
Muddy Waters Research slide 7.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
10
Highlights the restatement of 2017 payables in the 2018 financial statements.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting irregularities.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
17
Part of a Muddy Waters activist short report.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a snippet from financial statement notes to cast doubt on the legitimacy or nature of reported compensation expenses.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a bulleted list to systematically dismantle three specific claims made by the company.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a dialogue format to highlight a potential contradiction in corporate disclosure.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a direct quote to undermine management credibility regarding financial practices.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a red box to highlight the word 'factoring' in the text.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
29
This is a classic 'expose contradiction' slide where the activist firm quotes the target company and immediately frames it as deceptive.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
30
The slide uses a snippet from a Spanish financial statement to demonstrate that 'Tesoreria' (Treasury) only includes cash, not the receivables.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
32
The slide uses highlighted table cells and text to draw attention to specific intercompany debt figures and the nature of the cashpooling arrangement.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
34
The slide uses a rhetorical question to imply that the fragmented audit structure is a sign of malfeasance.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
35
The slide provides a breakdown of the calculation logic for revenue overstatement risk.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
03
The slide uses a direct quote from a regulatory document to support a thesis about the breadth of sanctions.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit