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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

118,561-118,620 of 319,975

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01
Slide 1
Standard legal boilerplate for investment research.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
02
This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
01
Slide 1
Page 1 of 6Solutions 30 (S30) · Carson Block
Research note Short seller 1 hit
02
Uses an analogy of a locked door to describe the auditor's inability to access information.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses direct quotes from audit disclaimers to expose the contradiction between company claims and report reality.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
04
This is a page of text from a research note, likely part of a short-seller report or investigative piece.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Aha Moment1 hit
05
This is a page of text from a research note, likely authored by Carson Block (Muddy Waters Research), criticizing specific financial institutions and analysts.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
06
The slide uses a comparison to Wirecard to frame the severity of the situation.Solutions 30 (S30) · Carson Block
Research note Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
02
Standard legal boilerplate for activist short-seller research.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
03
Uses a Charlie Munger quote as an anchor for the critique of SPACs.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
04
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
05
The slide uses aggressive, activist-style language to frame the company's weaknesses.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
06
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
07
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
08
Uses direct quotes from former employees to substantiate the claim of fraudulent reporting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a logo-grid to visually represent the 'claimed' customer base, which the activist report then attempts to debunk.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Uses a visual 'X' overlay on company logos to signify inactivity.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
11
Uses logos of specific customers (PGE, SDGE, Pepsi, CalVans) to anchor specific failure narratives.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses logos and direct quotes to build credibility for the activist thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
13
The slide uses a direct quote from a former employee to undermine the credibility of a specific company case study.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
14
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
15
The slide uses a list format to systematically dismantle the company's performance claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
16
The slide uses a narrative-heavy approach to expose potential fraud or misrepresentation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
17
The slide uses a contrast-based approach to set up a later debunking of the claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
18
Uses yellow highlighting to emphasize key points in quotes.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
19
The slide uses a 'villain' narrative by citing former employees to contradict company marketing claims.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
20
Uses whistleblower testimony to undermine company claims regarding ROI and technology efficacy.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
21
The slide uses testimonials to undermine the company's marketing claims regarding product performance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
22
The slide uses a direct screenshot of the company's own marketing material to set up a later critique of the underlying assumptions.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
23
The slide uses a yellow highlight column to emphasize the 'Reality' figures compared to 'XL's Figure'.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
24
The slide uses a table to contrast company-provided figures with analyst estimates to highlight overstatement.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Expose Contradiction1 hit
25
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
26
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
27
Uses a quote to undermine the credibility of the company's financial guidance.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
28
The slide uses a stacked bar chart to visualize the 'hockey stick' growth projection, highlighting the reliance on future, non-existent products.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
29
The slide uses a comparison table to contrast XL Fleet's claims against actual production and customer base metrics of peers.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
30
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
31
This slide is part of an activist short report by Muddy Waters Capital.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
32
Uses expert/former employee testimony to undermine management's technical credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
33
Uses expert/insider testimony to undermine the company's technological moat.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
34
The slide relies on anecdotal evidence from former employees to support the 'Weak Technology' thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
35
Uses quotes from anonymous sources to undermine the company's technical roadmap.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
36
Uses expert/insider testimony to undermine the company's strategic pivot.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
37
Uses a highlight on the quote to emphasize the 'co-op' nature of the hardware team.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
38
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
39
The slide uses rhetorical questions and negative framing to undermine the company's market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
40
The slide uses a 'fraud-exposure' narrative style, highlighting secrecy and a discrepancy between private funding and public market valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
41
Uses a screenshot of a ProPublica PPP loan database entry to cast doubt on the company's financial health or valuation.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
42
The slide uses a regulatory argument to undermine the company's valuation, framing the company as incompetent ('The Gang That Couldn't Shoot Straight').XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
43
Uses testimonial evidence to undermine the company's valuation thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
44
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
45
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
46
Uses a 'claim vs. rebuttal' structure to undermine company credibility.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
47
This is a classic Muddy Waters short-seller slide, focusing on exposing corporate governance issues and lack of substance in company announcements.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
48
XL Fleet (XL)XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller 1 hit
49
This is a classic 'bear case' slide from an activist short report.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
50
Uses testimonial-style quotes from former employees to validate the competitive threat thesis.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
51
The slide uses a series of links to news articles to substantiate the claim that competitors are winning the business XL is targeting.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
52
The title 'What Blue Skies?' is ironic, suggesting the company's optimistic outlook is unfounded due to regulatory headwinds.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit
53
The slide uses a series of quotes to undermine the company's growth projections.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Problem Statement1 hit