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Matching slides 18,554
Current window 12,301-12,330
Pages 619
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12,301-12,330 of 18,554
02
This is a classic 'short report' style document, specifically using the 'expose_contradiction' function to challenge management's stated priorities versus their actions.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · Problem1 hit
07
Includes a translation of a Czech financial note and a specific inquiry into the reconciliation of GSG Berlin's financial performance.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 hit
08
The slide critiques the use of forward-looking valuation methods for undeveloped land and the reliance on internal valuation teams.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · SolutionLoop · Mece Breakdown1 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
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
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
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
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
46
The slide highlights the specific valuation methodologies (comparable method vs. residual value approach) used by the company.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
05
Uses forensic accounting to question the integrity of reported transaction figures.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
07
The slide uses a direct excerpt from a financial report to substantiate a claim about transaction structure.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
14
Includes a screenshot of the original French auditor's report alongside an English translation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a snippet of a French financial document and its English translation to point out the seller's privilege.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
18
The slide uses a collage of screenshots from various news sources (The Star, Times of Israel, Miami Herald, TDG) to build a case against the subject.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
19
Uses a news snippet and a LinkedIn screenshot to establish a link between two individuals.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses footnotes to provide evidence for the financial claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
29
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 Inaction1 hit
32
Uses a balance sheet excerpt to prove the lack of liabilities at the subsidiary level.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
23
The slide uses footnotes to provide specific citations for the financial claims made in the body text.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a snippet from CPI Hotels' 2017 financial statements to point out a potential related-party transaction anomaly.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide uses a corporate structure diagram to imply that the 'arms-length' entity is actually controlled by a single individual.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The slide uses direct quotes and page references to expose inconsistent financial reporting.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
Uses legal citation and expert report excerpts to challenge the bidder's justification.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses a narrative structure to expose potential market manipulation/fraud.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a direct quote from a financial document to suggest a lack of commercial rationale for a transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
02
The slide functions as a public demand for transparency from a short seller to a target company.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · Problem1 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
47
Uses news clippings to support the narrative of a 'miraculous' lease expansion by a Blackstone-backed entity.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
50
Uses a screenshot of a news article to contradict the 'Fully Leased' claim.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
51
Uses a Washington Post article screenshot to support the bearish thesis on BXMT's exposure.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit