slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 22,951-22,980
Pages 2,019
Rows per page 30
Component
22,951-22,980 of 60,568
05
The slide combines a formal financial disclosure table with a critical investigative commentary regarding potential conflicts of interest and omitted disclosures.CPI Property Group (CPIPG) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
06
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 Inaction1 hit
11
The slide uses a red box to highlight the specific rows for Warsaw and Prague in the provided table.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
Uses external realtor data (Colliers, CBRE) to challenge internal management report figures.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
15
The slide uses a 'fraud-exposure' logic by contrasting company-reported metrics with third-party market data.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 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
20
The slide uses a table to highlight the specific valuation inputs for the Bubny asset compared to other landbank assets.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
23
The slide highlights a discrepancy between CPI's carrying value and JLL's valuation range for the Bubny landbank.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
26
The slide uses a table to highlight the disparity between larger, lower-value sites and smaller, higher-value sites used in the valuation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
31
The slide provides raw data supporting a valuation methodology, including a map of the specific zones analyzed.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
45
The slide argues that fair value gains were unjustified due to accounting reclassifications.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
10
The slide uses a simple table to demonstrate a financial gap, framing it as a 'cash hole' in the company's accounts.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
11
The slide uses a rhetorical question to imply potential hidden assets or misallocation of debt.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
17
The slide uses primary source data from the Swiss commercial registry to establish a connection between a company and specific legal representatives.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
30
The red box highlights two specific entities with large negative value adjustments (impairments) totaling €13.6 million.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
33
The slide highlights the accumulation of debt in a subsidiary (Les Mas) while the property was under construction.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
03
The slide highlights a potential accounting or disclosure discrepancy regarding the $335.4 million difference in expected vs. reported cash proceeds.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
14
Includes property photo, loan terms, historical performance metrics (NOI, DSCR, Occupancy), and a business plan summary.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The table highlights the inability of specific real estate assets to maintain positive coverage ratios under rising interest rate scenarios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
20
The table highlights that as SOFR increases, the interest rates for these properties exceed their NOI/Debt yields, suggesting potential insolvency or inability to cover debt service.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
26
The slide uses a methodology of applying market cap rates to LTM NOIs to derive asset values, highlighting significant potential impairments in the loan portfolio.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
27
The slide uses a 'Muddy Waters Research' branding and highlights a discrepancy between book value and market value, suggesting over-leveraging or asset impairment.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
28
The slide uses a red box to highlight the 'DBRS Morningstar As-Is LTV (%)' column to draw attention to high leverage ratios.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
33
The slide uses a red box to highlight the 'As-Is LTV (%)' column and red arrows to point out specific '2 rated' and '3 rated' loans.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
37
The slide highlights the negative impact on dividends per share due to interest rate increases and NOI shortfalls.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
38
The slide highlights a significant reduction in dividend per share under bear case interest rate assumptions.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Loop · Cost Of Inaction1 hit
44
The slide uses a stacking plan and photos to prove that significant space is available for sublease, contradicting the reported vacancy metrics.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
48
The slide compares two different loan tranches (BXMT 2020 FL-2 vs FL-3) for the same property to show the deterioration of financial metrics over time.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit