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Slide 1
The slide uses a 'fraud' stamp overlay on a corporate logo to establish an immediate adversarial stance.FleetCor Technologies (FLT) · Citron Research
Research note Short seller 1 hit
03
The slide uses a 'villain critique' structure to frame the company's marketing claims as fraudulent, referencing the Philidor scandal as a comparison.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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Uses a flow diagram to illustrate the distribution of funds, highlighting the discrepancy between corporate claims and actual environmental impact.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
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The slide uses a direct quote from the target company followed by a factual audit to expose a discrepancy.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a calculation-based argument to undermine the credibility of a corporate program.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a 'fraud-exposure' narrative to discredit the company's carbon offset claims.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a mock certificate to visually mock the target company's environmental claims.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
09
The slide uses a rhetorical framing of 'willing accomplice' to characterize the relationship between the subject company and its partner.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Aha Moment1 hit
01
Slide 1
This is a pivot slide from a famous short-seller reversing their stance.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
03
Citron Research note highlighting Tesla's market leadership in Q3 2018.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
04
The slide uses a comparative table to show the inverse relationship between Tesla Model 3 sales growth and the declining sales of traditional luxury sedans.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
05
The slide uses a table to show YoY decline in mass-market sedan sales for Toyota and Honda to support the thesis that Tesla is cannibalizing their market share.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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Includes a screenshot of a Bloomberg terminal-style chart showing T Rowe Price's position in Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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This is a research note from Citron Research, historically known for short-selling, pivoting to a bullish stance on Tesla.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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The slide uses a quote from Munro to pivot from a previous bearish stance to a bullish one, supported by a sensitivity table showing EPS outcomes.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
09
The slide includes a defensive narrative regarding the firm's trading history and a speculative comment on Tesla's earnings release date.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
03
This is a research note page from a short-seller report.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
04
The slide provides primary source evidence (a UCC-1 filing) to support the author's interpretation of a financial transaction involving SoFi Funding PL VI LLC.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
05
The slide interprets legal terminology ('Assignee Secured Party' vs 'Debtor') to argue that SoFi Bank's interest in the asset was not fully extinguished.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
06
Includes two screenshots of 10-K Exhibit 21 lists of subsidiaries to highlight the presence/absence of SoFi Funding.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
07
The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary1 hit
01
Slide 1
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 1 hit
02
Includes a screenshot of an eBay AI platform presentation slide.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
03
The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a series of quotes and observations to undermine the company's narrative.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses a collection of speech bubbles to aggregate negative sentiment, followed by a Bloomberg-style chart showing the decline in short interest.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses a metaphorical 'dog catching the car' to describe the stock's situation.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The slide uses a list-based structure to present multiple arguments for a short position.Wayfair (W) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit