slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 68,701-68,730
Pages 3,225
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Component
68,701-68,730 of 96,741
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The slide uses a red box to highlight the cost discrepancy between Fan and LPT modules.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
62
The chart uses a gear-like visual to represent cost components.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
63
Uses a direct quote from a 10-K filing to highlight a lack of transparency in the target company's accounting.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
64
The slide highlights how accounting choices (useful life/residual value) inflate inventory values and COGS.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
01
The slide serves as the title page for an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a 'CEO quote contradiction' framework by contrasting internal analysis with public statements from the CEO.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
04
Muddy Waters Research activist deck slide questioning the technical legitimacy of AppLovin's (APP) ad targeting capabilities.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
06
This is a classic Muddy Waters 'expose_contradiction' slide, stripping away marketing fluff to show the underlying economic reality.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
07
Includes a terminal-style code snippet showing data processing logs as visual proof of methodology.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses a video screenshot to provide empirical evidence of tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
10
The slide uses a specific methodology of tracking pixel presence on customer websites to infer churn.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
11
This is a transition or thesis slide in an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses the term 'black edge' to describe the informational advantage gained by APP.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Uses direct quotes from Apple's developer documentation to establish a violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses direct legal citations to build a case for policy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a 'Muddy Waters Research' branding and cites a 2023 10-K filing to support the claim of potential deplatforming risk.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses data from Google and Pixalate to demonstrate the frequency of deplatforming.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Key Messages1 hit
18
Muddy Waters Research activist deck slide exposing data collection practices.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
20
The table lists specific tracking IDs (AUID, ga, fbp, etc.) and their durations, framing them as sensitive data ingestion.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
21
The slide uses a screenshot of browser developer tools (network tab) to prove data exfiltration.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a screenshot of a browser network request (likely Chrome DevTools) with red annotations to point out specific data fields being exfiltrated.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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Includes specific technical instructions for using Chrome DevTools to inspect network traffic.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
24
This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
26
The slide details a 'Compass' token system used for fingerprinting and user tracking, highlighting a potential regulatory or disclosure issue regarding the removal of this technology from 10-K filings.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
27
The slide uses screenshots of technical logs to prove data tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
30
The slide uses a narrative structure to expose a perceived fraudulent practice by the subject company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
31
Uses video evidence (screenshots) to demonstrate bidding behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
33
The slide uses a 'claim vs. reality' structure to undermine the company's narrative.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit