anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Quote

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

Search Insights JSON Unlock
Matching slides 18,554
Current window 12,361-12,390
Pages 619
Rows per page 30
Component: Quoteclear collectionreset all
18 30 60

Component

12,361-12,390 of 18,554

filter-aware
32
The slide uses highlighted table cells and text to draw attention to specific intercompany debt figures and the nature of the cashpooling arrangement.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
05
The slide uses a strong accusatory tone typical of activist short reports, focusing on accounting manipulation and channel stuffing.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
09
The slide uses a narrative structure to detail a specific accounting manipulation allegation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
13
The slide uses a combination of financial outlier analysis and qualitative expert testimony to build a case for accounting manipulation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
19
CYA stands for 'Cover Your Assets' or 'Cover Your Ass', implying a defensive legal/regulatory maneuver.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Problem1 hit
21
Uses a direct quote comparison to undermine management credibility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
27
The slide uses a comparison frame to equate FTAI's business model with traditional leasing companies, highlighting shared negative characteristics like cyclicality and low growth.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
29
The slide uses a circular/linear process flow to demonstrate a manipulative accounting cycle.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide highlights an 'accounting trick' where assets are depreciated even when off-lease, which the author claims is unique to FTAI's business model compared to peers.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
34
The slide uses a peer benchmark to expose accounting discrepancies.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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 Conclusion1 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
47
The slide uses investigative findings from a consultant to challenge the legitimacy of revenue recognition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
49
The slide uses a narrative structure to connect margin compression with inventory valuation trends.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
58
The slide uses a screenshot of a social media post to support the activist's claim of a hidden or mischaracterized business arrangement.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
03
The slide uses a direct quote from a regulatory document to support a thesis about the breadth of sanctions.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
07
The slide uses a screenshot of a social media post as primary evidence to suggest unauthorized or unexpected presence of FTAI equipment in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
18
The slide serves as a legal disclaimer/warning regarding the severity of sanctions violations.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
10
The slide uses a specific methodology of tracking pixel presence on customer websites to infer churn.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses direct legal citations to build a case for policy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a 'Muddy Waters Research' branding and cites a 2023 10-K filing to support the claim of potential deplatforming risk.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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 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
03
The slide serves as a transition to a video-based evidence presentation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
04
Includes a screenshot of the CEO's statement as evidence of the contradiction.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 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