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slides · global inventory

All filtered slides

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
Pending
1

Slide type composition

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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

Tile area is proportional to slide count. Click a category to open its subtype map.

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Slide collection

119,341-119,400 of 319,975

filter-aware
01
Slide 1
The slide features an AI-generated image depicting a warehouse setting with a chart, suggesting a focus on financial discrepancies.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
02
Standard Muddy Waters legal disclaimer page.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
03
The yellow shaded area highlights the period where the correlation between revenue and imports diverges significantly.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
04
The slide outlines a specific fraud allegation regarding inventory accounting and revenue recognition.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
05
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Call1 hit
06
The yellow shaded region highlights the period of divergence.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
07
The slide uses red bars to highlight the contradiction between management's claims of inventory buildup and the actual drop in imports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
08
The slide uses a list of specific quarterly guidance raises to support the thesis of a contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
09
The slide uses a screenshot of a financial news article to frame the contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Includes a transcript excerpt from a former ELF Shanghai manager.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Muddy Waters Research report slide; uses Q&A format to build a case against the subject company.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
13
This is a classic 'preempt_rebuttal' slide used by short-sellers to address potential counter-arguments before concluding their thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
14
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
15
The slide explains the reliability of weight data based on maritime safety requirements and clarifies the exclusion of air freight.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
16
The chart shows two lines (A and B) that are nearly identical, indicating high data consistency.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
18
Muddy Waters research note style, focusing on investigative skepticism.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
19
Muddy Waters research note slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
20
This is a classic 'preempting the rebuttal' slide used in short-selling research to invalidate potential bull-case explanations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The StruggleLoop · Analogy1 hit
21
Methodology relies on the formula: Imports = Ending Balance - Beginning Balance + COGS.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
22
The slide highlights a potential accounting discrepancy by showing the jump from ~$20/kg to $52.04/kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
23
Includes detailed footnotes regarding methodology for logistics costs and supplier share assumptions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
24
The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
25
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
26
The methodology involves purchasing a basket of products, weighing them, and applying margin deductions to derive an import cost per kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
27
The table provides a granular breakdown of product weights to support a valuation or cost-per-unit analysis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
28
The slide includes a disclaimer about the use of sister SKUs for weight calculations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
29
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
30
The table compares two scenarios based on assumed cost per kg ($22.00 vs $18.00) to calculate potential inventory overstatement.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
31
This is a high-impact thesis slide typical of short-seller research reports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
32
The slide outlines a two-step calculation: assuming inventory overstatement acts as a plug for gross profit, then dividing by the reported 71% gross margin.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
33
The quote is a classic Charlie Munger aphorism often used in financial analysis to explain management behavior.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The slide uses a formulaic representation to show how executive compensation is tied to specific performance targets.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
35
The slide uses specific time periods to contrast insider selling behavior before and after a suspected accounting event.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
36
e.l.f. Beauty, Inc. (ELF)e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
37
The slide outlines the logic for adjusting reported inventory figures to isolate U.S.-specific product inventory, highlighting accounting red flags regarding in-transit inventory.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
38
The methodology assumes international inventory is proportional to international revenue and that gross margins are consistent across regions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
39
The slide explains the adjustment process for inventory data, noting that Q2 FY25 figures for Naturium and in-transit were estimated based on prior periods.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
40
The table uses the formula: Estimated End Inventory - Estimated Beg Inventory + Estimated COGS = Estimated Import Value.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
17
The slide uses red arrows to point out the specific line items being compared across two different financial reporting sources.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
18
The slide uses anecdotal evidence from former employees to support the claim of weak internal controls.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
19
The slide uses qualitative testimony to challenge the integrity of Eurofins' internal controls and financial reporting.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
20
The slide uses investigative research-note style to highlight potential conflicts of interest and governance failures.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
21
The slide uses a mix of narrative text and a scanned document excerpt to support claims of governance shortcomings.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
22
The slide uses a bar chart to show revenue per employee and a table to show geographic workforce composition to argue that Eurofins is an outlier.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
23
The slide uses a combination of line charts and bar charts to highlight discrepancies in workforce distribution and personnel costs.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
24
This is a research note page focusing on forensic accounting red flags regarding Eurofins' capital expenditure and acquisition patterns.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
25
The slide highlights financial anomalies in both capital expenditure and M&A strategy.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
26
The slide uses a comparative valuation approach (BioSanté vs. Club Med resort) to cast doubt on management's capital allocation.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
27
The slide uses a sarcastic tone ('For ~30% more money') to frame the comparison as a negative value proposition for BioSanté.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
28
Includes photographic evidence of properties and references to Companies House records.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
29
The slide uses forensic accounting and visual evidence to challenge the justification for a corporate acquisition premium.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
30
The slide uses visual evidence (Google Earth imagery) to contrast property state with financial claims.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
31
Includes a screenshot of a Spanish financial statement table and explanatory text regarding Eurofins' cash pooling structure.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
32
Financial disclosure table listing specific Eurofins entities and their respective debt balances.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
33
The table lists individual entity names and associated numerical values, concluding with total debt figures.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
34
Includes a screenshot of a press release and detailed footnotes citing legal and financial documents.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
35
The table is a direct excerpt from a financial note (Note 3.2) regarding income from related parties.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
36
The slide contains four distinct tables, each with a small introductory paragraph explaining the data methodology for that specific section.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit