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The slide combines personal bios with financial disclosure data, likely to highlight potential conflicts of interest or related-party financing.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction4 hits
06
The slide uses a specific asset to illustrate a broader thesis of accounting manipulation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment4 hits
24
The slide serves as a methodological bridge to subsequent data-heavy slides.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal4 hits
34
The slide justifies why the firm chose to exclude modern, recently constructed buildings from their primary valuation comparison set.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle4 hits
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The slide highlights a shift from 'comparable method' to 'future development valuation (FDV) method' to justify gains.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory4 hits
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The slide uses investigative narrative to highlight potential self-dealing or financial obfuscation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory4 hits
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The slide uses footnotes to provide evidence for the financial claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory4 hits
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The slide uses a narrative structure to link a rapid asset flip to potential financial impropriety.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction4 hits
06
The slide uses investigative findings to challenge the company's public valuation claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg4 hits
12
The text discusses accounting practices, specifically cash pooling and the potential for misrepresentation of receivables as cash.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
14
The slide uses a specific excerpt from the 2022 financial statements to point out an accounting inconsistency regarding cash pooling.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
21
The slide uses a mix of narrative text and a scanned document excerpt to support claims of governance shortcomings.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction4 hits
54
The slide details a specific accounting and market manipulation thesis involving the timing of valuation gains and the use of derivatives.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction4 hits
10
The slide uses a consultant's testimony to frame the company's business model shift as a deceptive financial engineering scheme.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment4 hits
43
The slide uses red arrows to highlight specific entities within the legal text.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion4 hits
27
The slide uses screenshots of technical logs to prove data tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 4 hits
30
The slide uses a narrative structure to expose a perceived fraudulent practice by the subject company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 4 hits
37
The slide uses a narrative of fraud exposure to explain a long-term stock decline.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 4 hits
43
This is a technical process flow diagram used by Muddy Waters Research to allege anti-competitive or policy-violating behavior by AppLovin.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 4 hits
07
The text argues that the rapid reversal of UACR effects upon drug cessation indicates a transient hemodynamic impact rather than structural renal improvement.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Pattern Hunter4 hits
17
The slide uses a table to highlight inconsistent reporting of Acute Kidney Injury (AKI) across different study groups and provides a narrative critique of cardiac failure reporting.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller 4 hits
02
This is a research note from Muddy Waters Research, acting as a short-seller report.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The MonsterLoop · The Reveal4 hits
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This is a research note page focusing on forensic accounting and potential fraud.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · The Reveal4 hits
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Includes financial statement excerpts for r24 Holding GmbH (formerly rent24 GmbH) for 2017-2018.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle4 hits
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The slide uses footnotes to cite sources for claims about rent24's occupancy and the Fürst property valuation.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Struggle4 hits
30
The slide functions as a forensic investigation into a specific transaction chain, highlighting the use of nominees and rapid asset flipping.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory4 hits
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Includes footnotes 63-66. The slide highlights a discrepancy between reported transaction values and subsequent fair value gains.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory4 hits
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The slide uses a Wayback Machine screenshot as primary evidence to link property ownership across entities.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The Victory4 hits
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This is a research note from Muddy Waters Research, acting as an activist short report.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment4 hits
05
This is a research note page focusing on financial/regulatory misconduct allegations.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Villain Critique4 hits