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Slide 1
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
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Page 2 of the deck, containing standard legal disclosures and terms of use.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
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This is a classic activist short thesis slide, framing the core accusations.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
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The slide uses a strong accusatory tone typical of activist short reports, focusing on accounting manipulation and channel stuffing.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
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The slide uses expert testimony to challenge the company's reported revenue composition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
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The slide uses a calculation to strip out leasing gains to isolate the 'gain on sale' component of the Aerospace Products segment.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
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The slide uses a competitor quote to frame the accounting practice as a deliberate manipulation of margins.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
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The slide uses a consultant's testimony to frame the company's business model shift as a deceptive financial engineering scheme.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
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Uses expert testimony to undermine the company's core business narrative.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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This is a classic Muddy Waters 'fraud exposure' slide, focusing on a specific accounting/narrative discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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The slide uses a combination of financial outlier analysis and qualitative expert testimony to build a case for accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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The slide uses peer benchmarking to expose a potential accounting or business model discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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The slide uses a 'Muddy Waters Research' branding and includes specific footnotes explaining the methodology for the estimates.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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The slide uses a direct quote from a consultant to support the thesis of accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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Uses a Q&A format to highlight a specific accounting/reporting discrepancy.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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The slide uses an expert testimonial to cast doubt on reported financial metrics.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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CYA stands for 'Cover Your Assets' or 'Cover Your Ass', implying a defensive legal/regulatory maneuver.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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Highlights the shift in reporting metrics to maintain a narrative despite stopping direct sales disclosures.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
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This is a thesis-driven slide from a Muddy Waters short report.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a direct quote from the company's 10-Q to frame a potential accounting or valuation concern.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses investigative research to link public social media posts to potential legal liability for the subject company.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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The slide uses a screenshot of a social media post as primary evidence to suggest unauthorized or unexpected presence of FTAI equipment in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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Uses visual callout/magnification to prove a point.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
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Uses visual evidence to imply a connection between FTAI and a sanctioned or restricted entity in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Zoom In1 hit
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The slide uses a red arrow to highlight the address line.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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The slide uses visual evidence from a video to geolocate a facility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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Muddy Waters Research investigative note using OSINT (Open Source Intelligence) techniques.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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Uses visual evidence to confirm a specific location for 'Sorena Turbine'.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller 1 hit
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The slide serves as a legal disclaimer/warning regarding the severity of sanctions violations.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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This is a concluding slide from a Muddy Waters research note, emphasizing legal and reputational risk.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit