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slides · global inventory

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Matching slides 110,471
Current window 70,471-70,500
Pages 3,683
Rows per page 30
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70,471-70,500 of 110,471

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38
The methodology assumes international inventory is proportional to international revenue and that gross margins are consistent across regions.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
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
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
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
25
The slide highlights the removal of a negative assurance statement in financial reporting.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
28
The slide uses a table to highlight the discrepancy between consolidated audit coverage and statutory audit coverage percentages.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
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
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
04
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
09
The slide uses a narrative structure to detail a specific accounting manipulation allegation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
27
The slide uses a comparison frame to equate FTAI's business model with traditional leasing companies, highlighting shared negative characteristics like cyclicality and low growth.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a Muddy Waters Research template, focusing on accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide highlights an 'accounting trick' where assets are depreciated even when off-lease, which the author claims is unique to FTAI's business model compared to peers.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
35
The slide uses a table of cash flows from investing activities to demonstrate that 'Acquisition of leasing equipment' is a major recurring expense.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a bulleted list to detail the mechanics of the alleged accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
41
The slide uses a red box to highlight specific fields in the FAA document to support the argument.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
47
The slide uses investigative findings from a consultant to challenge the legitimacy of revenue recognition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
55
This is an activist short-seller slide from Muddy Waters Research.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
58
The slide uses a screenshot of a social media post to support the activist's claim of a hidden or mischaracterized business arrangement.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
61
The slide highlights specific accounting practices regarding operating vs investing cash flows for engine parts.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
05
This slide serves as a table of contents for the evidence section of the report.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
AppLovin (APP)AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit