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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 70,411-70,440
Pages 3,683
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70,411-70,440 of 110,471
05
The slide combines a formal financial disclosure table with a critical investigative commentary regarding potential conflicts of interest and omitted disclosures.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
07
Includes a translation of a Czech financial note and a specific inquiry into the reconciliation of GSG Berlin's financial performance.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
06
This slide is part of an activist short report by Muddy Waters Research.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
This is a classic Muddy Waters 'red flag' slide, using guilt-by-association and suspicious transaction patterns to build a case.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
04
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller 1 hit
20
The slide uses a list of mandates to demonstrate the lack of independence.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses direct quotes and page references to expose inconsistent financial reporting.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
Uses legal citation and expert report excerpts to challenge the bidder's justification.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a rhetorical question to cast doubt on the legitimacy of the described financial movements.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
03
This is a classic activist short thesis slide, framing the problem as a combination of financial engineering (swaps) and fundamental credit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
04
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
05
This slide provides the foundational context for the activist thesis by explaining the core mechanics of the target company's lending business.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
11
The slide uses a logical chain to demonstrate that current NOI/Debt ratios are insufficient to cover the implied interest rates once swaps expire.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
17
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
21
This is a key analytical slide in an activist short report.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
23
This slide explains the logic behind a specific quantitative estimate used in the activist report.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
30
The slide highlights a specific impairment reserve rate of ~23% for risk rating 5 loans.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
31
The slide uses specific financial figures to contrast reported reserves with estimated actual impairments.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
32
Uses specific loan groupings (Group A and Group B) to demonstrate the discrepancy between interest coverage ability and assigned risk ratings.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
36
The slide uses a list-based format to present a series of bearish arguments regarding BXMT's financial health.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
41
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
45
Includes a screenshot of a news article as evidence of the tenant exit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
04
This is a research note from a short-seller report (MW = Muddy Waters). It uses a forensic accounting methodology to challenge company disclosures.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
05
This is a research note page focusing on financial/regulatory misconduct allegations.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Villain Critique1 hit
04
The slide uses aggressive, informal language ('dumpster fire') characteristic of Muddy Waters activist reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Introduction of the problem1 hit
14
Muddy Waters Research activist deck slide.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
20
Uses Muddy Waters Research branding; highlights discrepancies in company-reported metrics.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit
27
The chart highlights 'Proceeds from Tax Equity, Upfront Rebates, Prepayments' within an 'Upfront Cash' column, suggesting a potential mismatch between reported subscriber numbers and tax credit eligibility.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
29
The slide uses a 'logical chain' or 'causal chain' to arrive at the conclusion of fraud.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
30
The slide uses strong, informal language ('Dumpster fire financials') typical of activist short-seller reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Conclusion1 hit