slides · global inventory
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Matching slides 10,645
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7,351-7,380 of 10,645
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The slide uses a direct excerpt from a financial report to substantiate a claim about transaction structure.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
08
The slide uses a direct quote from Millennium S.r.l. financial statements to support the thesis.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
09
Includes both English and Italian versions of the same disclosure text to highlight the discrepancy.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a quote to set up a contradiction, a common tactic in activist short reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses UK Land Registry data to debunk corporate narrative.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
21
The slide uses a narrative approach to link regulatory changes to market behavior, citing specific legal cases and expert commentary.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Victory1 hit
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Includes a transcript excerpt from a former ELF Shanghai manager.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
33
The quote is a classic Charlie Munger aphorism often used in financial analysis to explain management behavior.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 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
03
The slide presents a testimonial/whistleblower quote to support an allegation of accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
26
The slide uses a direct quote to undermine management credibility regarding financial practices.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
29
This is a classic 'expose contradiction' slide where the activist firm quotes the target company and immediately frames it as deceptive.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
10
This is a research note slide focusing on corporate governance and potential related-party transaction issues.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses anecdotal evidence from former employees to support the claim of weak internal controls.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
33
The slide uses a quote from a 2021 Fairfax Annual Report to support the claim of an off-balance sheet guarantee.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
08
The slide uses a competitor quote to frame the accounting practice as a deliberate manipulation of margins.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
18
The slide uses an expert testimonial to cast doubt on reported financial metrics.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
23
The slide uses a direct quote from the company's 10-Q to frame a potential accounting or valuation concern.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
33
Includes a quote from a former employee and a table excerpted from FTAI's 10-K.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
49
Uses a quote from the New York Times to undermine the sponsor's narrative.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
22
The slide uses expert interview transcripts and secondary sources to analyze the business model dynamics of DLocal's largest clients.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
44
The slide uses a direct quote from DLocal's 2021 20-F to highlight the contradiction between their growth narrative and their business associations.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
27
The slide uses a table of clinical trial results to illustrate a methodological critique of composite endpoints.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 1 hit
34
The slide highlights a discrepancy between reported valuation stability and the reliance on internal assessments.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory1 hit
24
The slide uses a quote from an analyst to set up a critique of their valuation logic.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit
25
The slide uses a highlight to emphasize the magnitude of the downward adjustment.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit