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12,391-12,420 of 18,554

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Uses a combination of legal definitions and emotional framing to establish the villain.Inogen, Inc. (INGN) · Citron Research
Activist deck Short seller Beat · The Monster (Inogen's sales tactics)1 hit
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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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The slide uses a direct quote from the target company followed by a factual audit to expose a discrepancy.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
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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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Slide 1
Includes a testimonial/marketing image from Apellis featuring Henry Winkler.Apellis Pharmaceuticals (APLS) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
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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
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The slide uses a quote from Munro to pivot from a previous bearish stance to a bullish one, supported by a sensitivity table showing EPS outcomes.Tesla, Inc. (TSLA) · Citron Research
Research note Short seller Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
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The slide uses a 'fraud-exposure' framework to link the CEO's ownership of FFIN to potential earnings manipulation.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
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The slide uses a screenshot of a PCAOB document to establish credibility and then quotes specific findings regarding audit failures, concluding with a call for delisting.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
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The slide uses a comparison-frame to link Freedom Holdings to the FTX scandal, highlighting governance and regulatory risks.Freedom Holding Corp (FRHC) · Citron Research
Research note Short seller Loop · Cost Of Inaction1 hit
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The slide functions as a forensic accounting critique, alleging that SoFi misrepresents its financial health through specific accounting choices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
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Includes a critique of SoFi's 'Consistent Credit Performance' marketing claim using a line chart of net charge-offs and a table of borrower characteristics.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The MonsterLoop · 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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Includes methodology for annualizing interest accrual based on program duration (15 days vs 10 days).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
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Includes detailed footnotes referencing SEC filings and specific accounting terminology changes.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · Iceberg1 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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The slide uses a table to perform a forensic accounting check on debt disclosures to invalidate a public statement made by the CFO.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
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The slide uses a critical tone to challenge the accounting treatment of SoFi's loan platform business, specifically referencing 'wet-funded forward flow agreements'.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
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Contains detailed footnotes (40-45) supporting claims about securitization, risk retention, and accounting standards (ASC 810).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
02
The slide uses a chronological table to frame the company's lack of transparency as a 'disengagement' from legitimate investor inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
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Slide 1
The arch illustration serves as a visual metaphor for the structural integrity of the company's financial reporting.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
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Includes a satirical image mocking the $38 target price.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
05
The slide interprets legal terminology ('Assignee Secured Party' vs 'Debtor') to argue that SoFi Bank's interest in the asset was not fully extinguished.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 hit
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The slide uses a bearish tone to critique NIO's valuation and investor base.NIO Inc. (NIO) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Pattern Hunter1 hit
02
Includes a screenshot of an eBay AI platform presentation slide.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a 'villain critique' approach to challenge NVIDIA's stock performance and management credibility.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses a series of quotes and observations to undermine the company's narrative.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
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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 a 'villain' framing to attack the CEO's integrity and management practices.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
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Slide 1
The slide uses an external authority (Wharton professors) to validate a bearish thesis on Wayfair's financial health.Wayfair (W) · Citron Research
Research note Short seller Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit