Matching slides 13,863
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The slide uses a stylized map of Prague to link specific property photos to their geographic locations and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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The slide uses a map-based visualization to link specific real estate assets to their geographic location and vacancy metrics.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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Includes a legend for highlighted rows indicating exclusions due to recent development.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses red annotations to highlight specific text in the legal documents.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses red bars to highlight the contradiction between management's claims of inventory buildup and the actual drop in imports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
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Highlights the restatement of 2017 payables in the 2018 financial statements.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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The chart uses a grouped bar format to show annual revenue per employee, with a line overlay for the peer average.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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The chart shows a persistent gap between carrying value and market value, suggesting potential overvaluation in the carrying value.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 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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The slide uses annotated screenshots to perform forensic geolocation analysis.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller 1 hit
44
This is a complex process flow diagram showing data movement between users, gaming apps, advertiser websites, ad auctions, and APP servers.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a table to compare cost estimates from three sources (China Dairy Expert A, Huishan Deputy Farm Manager, China Dairy Expert B) to calculate total PPE inflation.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
33
The slide uses a red arrow to draw attention to the 'Guaranteed by intra-group entities' line item, which increased from 8.6B to 11.0B.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The chart uses a dot plot format to show two metrics over time; the text explicitly contrasts the management views of two companies.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller 1 hit
06
Used to visually document site conditions for an activist short report.Asanko Gold Inc. (AKG) · 51_Muddy_Waters
Activist deck Short seller Beat · Agitate (Make it worse)1 hit
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The diagram uses color-coded circles to represent different cell coverage areas and labels various inter-cell connections.American Tower (AMT) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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Includes official government chop and registration details.ANTA Sports Products Limited (2020.HK) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The map shows a red dashed boundary outlining the factory complex, with labels for surrounding roads (Liangyuan Rd., Xinxing Rd.) and the specific entity.ANTA Sports Products Limited (2020.HK) · Carson C. Block
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
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The slide uses visual annotations (red arrows) to link digital platform data to official government business registration documents.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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The slide uses red boxes and lines to highlight the cross-city agent relationship.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
03
The slide uses a 'lipstick on the pig' metaphor to describe accounting changes. It highlights a specific -11.8% YoY drop in cash receipts that was masked by definition changes.Burford Capital (BUR) · Carson Block
Research note Short seller Loop · Analogy1 hit
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The slide uses a red box to highlight the 'As-Is LTV (%)' column and red arrows to point out specific '2 rated' and '3 rated' loans.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
05
The slide explains the sensitivity of LTV calculations to churn assumptions and provides a methodology for calculating implied churn.eHealth Inc. (EHTH) · Carson Block
Research note Short seller Beat · Critique of EHTH's Business PracticesLoop · Zoom In1 hit
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The slide uses a bar chart to compare HASI's discount rate against high yield and investment grade spreads in 2015 vs 2021.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
08
Includes annotations pointing out 'Real P&L from operations', 'Tax equity losses', and 'Non-cash offsetting profit attributed to sponsor (Vivint) & cash equity (HASI)'.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
06
The slide uses a decision tree to map the claim workflow and identifies specific segments (shaded) as MultiPlan's revenue drivers.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 1 hit
123
Handwritten annotation at the bottom reads 'Applicant opinion of value = $7M'Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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Includes a red box annotation highlighting 'Afeciano Limited' as a new entity in 2019.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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Includes a red box annotation highlighting Matanya Holdings Limited as the major creditor.Vivion Investments · Carson Block
Research note Short seller Beat · SolutionLoop · Cost Of Inaction1 hit
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The chart uses a blue box to highlight the jump in metrics during the Vivint acquisition period.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Revealing inconsistencies1 hit