slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 118,471
Current window 76,891-76,920
Pages 3,950
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76,891-76,920 of 118,471
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The slide uses a transcript format to frame the company's sales tactics as deceptive.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)Loop · The Reveal1 hit
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Uses screenshots of YouTube videos as primary evidence.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)Loop · The Reveal1 hit
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The slide uses a screenshot of a YouTube video to frame the subject as a villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Struggle (Citron Research's investigation)1 hit
08
The slide uses a mock certificate to visually mock the target company's environmental claims.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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The slide uses a contrast-principle to expose the perceived inadequacy of FleetCor's marketing claims compared to WEX's actual output.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Comparison Table1 hit
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The slide uses a comparison to the Valeant/Philidor scandal to frame the potential fallout for FLT.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
03
Uses a 'Moneyball' quote to frame the argument against the drug's clinical performance.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
06
The slide contains two embedded screenshots of presentation slides (Results and Conclusions) and a testimonial from Dr. Suber Huang.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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Includes a direct quote from an earnings call and a chart from a Jefferies analyst report.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
08
The slide uses screenshots of FDA Adverse Event Reporting System documents to support the claim of securities fraud.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
03
The slide uses a comparative valuation framework to argue for a significant upside in Edgio's stock price based on peer multiples.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Agitate (Make it worse)1 hit
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The slide uses a screenshot of a third-party comparison table to support a thesis about market share shift.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller Beat · Solution (Provide relief)1 hit
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Includes a disclaimer regarding Lynrock warrants and a standard Citron Research legal disclaimer.Edgio, Inc. (EGIO) · Citron Research
Research note Short seller 1 hit
07
The slide contains a highlighted sentence at the top that appears to be a carry-over from a previous page.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · DisclaimerLoop · Cost Of Inaction1 hit
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The slide uses a screenshot of network traffic logs to prove that a specific identifier ('art') is used to link user activity across different platforms, contradicting privacy expectations.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a screenshot of a network traffic monitor (likely Charles Proxy or similar) to prove data exfiltration and retargeting.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
01
The slide uses a 'treadmill' metaphor to describe financial engineering practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
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The slide exposes a circular financing structure where SoFi appears to provide the financing for its own loan sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
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The slide highlights a discrepancy between SoFi's public disclosures and UCC filings regarding loan subordination and sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
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Includes footnotes 29 and 30. The slide uses legal documentation as evidence of financial inconsistency.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
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Includes footnotes 33, 34, and 35 detailing specific UCC filings and legal definitions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
03
The slide lists questions 1-7 of an 11-question set. It highlights potential accounting misstatements and lack of transparency.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
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Page 7 of 7SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
04
The slide contains a brief bearish call on NIO at the top, followed by extensive legal boilerplate.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Impact & Next Steps1 hit
05
The slide uses a collection of speech bubbles to aggregate negative sentiment, followed by a Bloomberg-style chart showing the decline in short interest.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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The slide uses Bloomberg terminal screenshots to draw a parallel between NVDA's current state and a previous NFLX short thesis.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
The slide uses a 'valuation bridge' logic to justify a short thesis by comparing metrics against a peer group.Peloton Interactive (PTON) · Citron Research
Research note Short seller 1 hit
02
Uses Bloomberg terminal charts to illustrate the divergence between fundamental performance (EPS) and market valuation.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit