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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 76,861-76,890
Pages 3,950
Rows per page 30
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76,861-76,890 of 118,471

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37
The slide uses a 'villain' narrative by contrasting official financial disclosures with an anonymous executive's testimony.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
38
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
44
The slide uses a primary source document excerpt to support the argument.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
45
The slide uses a primary document (Aircraft Security Agreement) to substantiate a claim about asset ownership and leasing status.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
48
This is a classic Muddy Waters 'thesis' slide, setting up the argument that the business is failing fundamentally, not just through fraud.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
50
The slide uses a Muddy Waters Research branding and highlights a specific row (Implied MRO-Module EBITDA Margin) to show the decline from 47% to 38%.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
52
Uses a direct quote from an investor relations call to frame the contradiction.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
53
The slide uses a dialogue format to discredit a specific company claim.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
54
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
57
The table highlights specific transactions where the 'Old Owner' (FTAI entities) sold assets that remained 'Active' or 'In-service' with new operators.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
60
The slide uses a red box to highlight the cost discrepancy between Fan and LPT modules.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
63
Uses a direct quote from a 10-K filing to highlight a lack of transparency in the target company's accounting.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
64
The slide highlights how accounting choices (useful life/residual value) inflate inventory values and COGS.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
03
The slide uses a 'CEO quote contradiction' framework by contrasting internal analysis with public statements from the CEO.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses data from Google and Pixalate to demonstrate the frequency of deplatforming.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Key Messages1 hit
21
The slide uses a screenshot of browser developer tools (network tab) to prove data exfiltration.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a screenshot of a browser network request (likely Chrome DevTools) with red annotations to point out specific data fields being exfiltrated.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
28
Uses screenshots of network traffic logs to prove cross-site tracking.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
31
Uses video evidence (screenshots) to demonstrate bidding behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
38
The slide uses a historical case study to argue that Meta's platform power is a existential risk to the target company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
41
This slide details the mechanism of the alleged fraud/privacy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
42
The slide details a technical process flow for user tracking/fingerprinting.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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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
50
The slide uses a screenshot of Chrome DevTools to highlight specific JSON payloads containing tracking identifiers like 'igID', 'fondue cart ID', and 'novel ID'.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
06
The slide uses a 'before/after' style comparison to expose a contradiction in the CTO's public statement.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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Includes a footnote detailing the scope of tests (tens of thousands of HTTP requests).AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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The slide uses a 'Breaking the Sandbox' diagram to illustrate the data flow between a game, a webview, and a browser.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit