slides · global inventory
List
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,471
Current window 19,861-19,890
Pages 3,683
Rows per page 30
Component
19,861-19,890 of 110,471
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 Monster3 hits
40
The slide uses a narrative structure to allege financial manipulation by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction3 hits
56
The slide uses a chronological list to expose how the company shifted its valuation weighting between DCF and 'risk-adjusted transaction fair value' to inflate gains despite financing delays.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction3 hits
15
The slide uses direct quotes from earnings calls to expose management's potential manipulation of financial reporting.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
17
The slide uses a forensic accounting approach to challenge the validity of financial write-offs.Nidec Corp. (6594 JP) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
14
The slide justifies the conservative nature of the financial estimates by detailing specific accounting assumptions regarding PP&E, land leases, and CIP allocations.China Huishan Dairy Holdings (6863 HK) · Carson C. Block
Research note Short seller Beat · The Struggle3 hits
07
The slide uses photographic evidence to diagnose environmental stressors in livestock housing.China Huishan Dairy Holdings (6863.HK) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · Iceberg3 hits
19
Contains footnotes referencing specific news sources and financial data points.Bolloré SA (BOL FP) · Carson C Block
Research note Short seller 3 hits
06
The slide uses a causal chain to explain why BXMT is vulnerable to current macro conditions.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Complication3 hits
34
The slide uses a 'Recall that' structure to build a case for accounting manipulation.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 3 hits
40
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 3 hits
04
The slide serves as a section index followed by an introductory argument regarding financial misstatements.dLocal (DLO) · Carson Block
Research note Short seller 3 hits
07
The slide uses red boxes to highlight inconsistent data points across three different source documents.dLocal (DLO) · Carson Block
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter3 hits
03
This is a research note page detailing accounting manipulation allegations.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 3 hits
04
This is a research note page focusing on forensic accounting analysis of HASI's financial statements.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 3 hits
02
This is a classic activist short research note. It uses a 'villain' narrative (PE firms, SPAC promoters) to frame the investment thesis.MultiPlan Corp (MPLN) · Carson C. Block
Research note Short seller 3 hits
05
The slide uses stock charts to visually demonstrate the failure of internal investigations to protect shareholder value.NQ Mobile (NQ) · Carson C. Block
Shareholder letter Short seller Beat · Evidence & Proof3 hits
03
This is a research note page from Muddy Waters Capital.Olam International (OLAM) · Muddy Waters
Research note Short seller Beat · ActionLoop · Cost Of Inaction3 hits
03
This is a research note page focusing on forensic accounting and investigative analysis of corporate disclosures.OSI Systems, Inc. (OSIS) · Carson C. Block
Research note Short seller Beat · The StruggleLoop · The Reveal3 hits
37
The slide presents qualitative evidence (interviews) to contradict a narrative of acquisition, suggesting the business remained under the TAL brand.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
38
The slide uses interview transcripts and SAIC filing discrepancies to challenge the narrative of an acquisition.TAL Education Group (TAL) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Cost Of Inaction3 hits
40
The slide uses a series of rhetorical questions to challenge the company's stated rationale for complex M&A transactions.Stroer SE & Co. KGaA (SAX) · Carson C. Block
Research note Short seller Beat · Expose Contradiction3 hits
03
This is a page from a research note/report by MedSec/Muddy Waters. It uses a numbered list to systematically dismantle STJ's claims.St. Jude Medical (STJ) · Carson Block
Research note Short seller Beat · The MonsterLoop · Aha Moment3 hits
02
This is a text-heavy page from a shareholder letter, likely an activist investor document.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The Monster3 hits
12
This is a highly critical shareholder letter excerpt targeting management's competence and ethical judgment.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller Beat · The StruggleLoop · Cost Of Inaction3 hits
22
The slide functions as a forensic breakdown of a controversial transaction, using footnotes to substantiate claims of corruption and financial irregularity.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 3 hits
24
The slide highlights inconsistencies between annual reports and financial statements regarding sales considerations and debt obligations.TeliaSonera AB (TLSN) · Muddy Waters
Shareholder letter Short seller 3 hits
02
Research note format; includes specific allegations of property overvaluation and related-party transaction obfuscation.Vivion Investments · Carson Block
Research note Short seller Loop · Cost Of Inaction3 hits
04
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique3 hits
03
This is a short-seller research note summary page.Joyy Inc. (YY) · Carson Block
Research note Short seller 3 hits