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Matching slides 118,471
Current window 76,741-76,770
Pages 3,950
Rows per page 30
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76,741-76,770 of 118,471

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01
Slide 1
The chart shows a significant divergence between CPI PG's reported property value changes and the broader vdp Property Price Index.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
03
The slide argues that the valuation increase is not justified by the minor increase in GLA (square footage) and suggests the valuations are unrealistic.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
07
The slide uses photographic evidence of building directories to challenge the perceived occupancy or quality of the site.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses photographic evidence to challenge management's narrative regarding property upkeep.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The chart shows a steady, aggressive upward trend in valuation per square meter, contrasting with the narrative of stagnant building quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
Uses external realtor data (Colliers, CBRE) to challenge internal management report figures.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses a 'fraud-exposure' logic by contrasting company-reported metrics with third-party market data.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
16
The slide uses a list of property listings to demonstrate high vacancy at a specific site, contrasting management's narrative of 'intentional' refurbishment.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
21
The slide uses a map to contextualize the landbank's location relative to Prague's CBD.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
28
The slide uses specific examples to justify the exclusion or weighting of certain data points in a broader valuation model.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
30
The slide uses a split-screen layout to contrast two specific land plots (1244 and 1448) with map and street-view imagery.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide provides raw data supporting a valuation methodology, including a map of the specific zones analyzed.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
33
The slide details the data source (Prague Building Land Price Map), the sampling criteria (neighboring plots in Holešovice District), and the sample size (70 sites).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses strong, accusatory language ('Creamed', 'Round-Tripping', 'Padding') typical of activist short-seller reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
39
The slide highlights the fair value (FV) gains for the MQM Czech landbank entity.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
40
Uses Google Earth satellite imagery to demonstrate lack of progress on landholdings.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
41
Muddy Waters Research activist short report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
43
Uses a timeline diagram to highlight the gap between the 2021 gain recognition and the actual start of construction/sales for Building C.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
44
The slide uses a 'quote-response' structure to highlight accounting discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
48
The slide uses visual evidence (annotated site renderings) to contradict the implied progress of the development project.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
49
Used by Muddy Waters Research to verify development progress claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
50
The slide uses visual evidence to contradict a financial claim.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
01
Slide 1
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
05
The text highlights potential market manipulation (leaks) and poor deal terms.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · Solution1 hit
42
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
43
The slide uses two side-by-side data tables to show the progression of property performance metrics over time.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
44
The slide uses a stacking plan and photos to prove that significant space is available for sublease, contradicting the reported vacancy metrics.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
48
The slide compares two different loan tranches (BXMT 2020 FL-2 vs FL-3) for the same property to show the deterioration of financial metrics over time.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 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