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slides · global inventory

Paragraph

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Matching slides 118,471
Current window 76,711-76,740
Pages 3,950
Rows per page 30
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76,711-76,740 of 118,471

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01
Slide 1
Standard legal disclaimer for an investment research firm.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller 1 hit
02
This is a classic 'short report' style document, specifically using the 'expose_contradiction' function to challenge management's stated priorities versus their actions.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · Problem1 hit
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
05
Uses forensic accounting to question the integrity of reported transaction figures.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
07
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
12
The slide uses the Panama Papers as a visual metaphor for exposing hidden financial systems.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
16
The slide uses screenshots of official government registry data to establish a connection between a corporate entity and a physical asset.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
17
The slide uses primary source data from the Swiss commercial registry to establish a connection between a company and specific legal representatives.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
43
The slide uses a direct quote from a financial document to suggest a lack of commercial rationale for a transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Uses a screenshot of a yacht listing to establish a valuation benchmark.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
45
This slide appears to be a screenshot or excerpt from a vessel information page, likely used by Muddy Waters Research to document assets.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
50
Uses financial statement excerpts to demonstrate a related-party transaction.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
01
Slide 1
The use of the Wile E. Coyote cartoon is a visual metaphor for an impending 'cliff' or disaster.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 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
07
Includes two charts: one showing global CRE debt maturities and another showing loss severity rates for office vs. non-office properties.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication1 hit
12
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
14
Includes property photo, loan terms, historical performance metrics (NOI, DSCR, Occupancy), and a business plan summary.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a specific definition of '6A' watchlist status to imply material risk to investors.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
19
The table highlights the inability of specific real estate assets to maintain positive coverage ratios under rising interest rate scenarios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
24
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
25
The slide uses a 'bad and worse' framing to highlight the lack of viable options for the company.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
26
The slide uses a methodology of applying market cap rates to LTM NOIs to derive asset values, highlighting significant potential impairments in the loan portfolio.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
33
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
38
The slide highlights a significant reduction in dividend per share under bear case interest rate assumptions.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
39
The slide uses a 'CYA' (Cover Your Assets) framing to imply the company is preemptively disclosing risks to mitigate liability.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit