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slides · global inventory

Paragraph

Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 118,471
Current window 76,801-76,830
Pages 3,950
Rows per page 30
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76,801-76,830 of 118,471

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01
Slide 1
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller 1 hit
04
This is a classic Muddy Waters 'villain' slide, using aggressive, colloquial language to frame a financial malfeasance.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Aha Moment1 hit
08
The slide uses a direct quote-based approach to frame management as deceptive, referencing 'Vitek' as a negative benchmark.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
10
Uses external press releases and media reports to corroborate internal investigative data points.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Preempt RebuttalLoop · Iceberg1 hit
11
Includes detailed property-level breakdown of 18 units with purchase price, developer, and payment status.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
13
The slide uses visual evidence to support a claim about construction progress.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
14
The slide details the financial mechanics of offplan property purchases, specifically highlighting the low initial cash outlay and the deferral of the majority of payments until project completion.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
17
The slide uses a screenshot of a Russian-language marketing website as evidence of the target demographic.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
03
The yellow shaded area highlights the period where the correlation between revenue and imports diverges significantly.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
09
The slide uses a screenshot of a financial news article to frame the contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
25
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
27
The table provides a granular breakdown of product weights to support a valuation or cost-per-unit analysis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
30
The table compares two scenarios based on assumed cost per kg ($22.00 vs $18.00) to calculate potential inventory overstatement.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 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
34
The slide uses a formulaic representation to show how executive compensation is tied to specific performance targets.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
41
The table maps fiscal quarters to calendar quarters and provides corresponding import weights.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
42
The table includes specific methodology notes regarding the exclusion of Naturium and 'on the water' inventory.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
43
The red text highlights the anomalous data points.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
44
e.l.f. Beauty, Inc. (ELF)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
01
Slide 1
Eurofins Scientific SE (ERF)Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 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
02
The slide uses a 'villain critique' structure to frame the short thesis, combining visual evidence (photos, documents) with financial data.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Villain Critique1 hit
03
The slide uses a series of bullet points to highlight discrepancies between company claims and observed financial/operational realities.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
05
This is a research note detailing allegations of financial malfeasance.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
36
The slide contains four distinct tables, each with a small introductory paragraph explaining the data methodology for that specific section.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
71
The term 'Gonzo Mode' is used by the activist to imply erratic or reckless management behavior.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
72
The slide uses a Bloomberg terminal screenshot and a custom P/BV chart to highlight the valuation discrepancy.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit