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slides · global inventory

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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

119,581-119,640 of 319,975

filter-aware
05
The slide uses a visual diagram to illustrate the 'firewalling' or 'sandboxing' of IDFA, contrasting it with the login-based tracking capabilities of major platforms.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'before/after' style comparison to expose a contradiction in the CTO's public statement.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
07
Includes a footnote detailing the scope of tests (tens of thousands of HTTP requests).AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
08
The slide highlights a specific technical finding where a single token value (285035d2-4abf-4275-bd06-31ea02d6a9fe) is shared across different origins and token types.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
09
The slide uses a process flow to illustrate a technical mechanism for tracking users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a 'Breaking the Sandbox' diagram to illustrate the data flow between a game, a webview, and a browser.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
11
The slide uses two diagrams to illustrate the data flow and ID relabeling process between a Zynga game, an ad webview, and a Shopify site.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a screenshot of network traffic logs to prove that a specific identifier ('art') is used to link user activity across different platforms, contradicting privacy expectations.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
13
The slide uses a screenshot of a network traffic monitor (likely Charles Proxy or similar) to prove data exfiltration and retargeting.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
14
The slide uses a network graph to visualize data tracking across domains.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
15
The slide serves as a placeholder for a video asset.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
16
Muddy Waters Research activist short report slide.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
01
Slide 1
The slide uses a 'treadmill' metaphor to describe financial engineering practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
02
Page 2 of 28SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
03
This is a short-seller research note. The tone is highly critical, using analogies to Enron and GE Capital.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
04
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
05
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
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
07
Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
09
Includes a table of Fitch and DBRS default assumptions and a discussion on fair value adjustments based on third-party transactions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This is a research note page from a short-seller report (likely Kerrisdale Capital or similar) critiquing SoFi's accounting practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
11
The slide argues that SoFi inflates its Servicing Rights Asset (SRA) to boost reported gains on sale.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
12
Detailed investigation into UCC filings and transaction structures involving Cantor Fitzgerald and specific buyer trusts.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
13
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
14
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
15
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
16
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
17
Includes a detailed table (Exhibit IV-3) showing quarterly whole loan sales data from FY2021 to Q4 2025, highlighting the discrepancy in servicing rights percentages.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
18
This is a research note page focusing on forensic accounting and regulatory compliance concerns regarding SoFi's balance sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
19
Includes footnotes 29 and 30. The slide uses legal documentation as evidence of financial inconsistency.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
20
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
21
Includes footnotes 33, 34, and 35 detailing specific UCC filings and legal definitions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
22
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
23
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
24
The slide argues that SoFi retains effective control over transferred assets, violating the third criterion of ASC 860.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
25
Contains detailed footnotes referencing SEC filings and earnings transcripts to support claims of accounting discrepancies.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
26
The slide argues that SoFi's financial reporting relies on aggressive accounting (FV changes, gain on sales) that necessitates constant equity raising.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
27
This is a research note page focusing on forensic accounting critique of SoFi's financial reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
28
Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
01
Slide 1
The slide documents a pattern of non-engagement by SOFI management in response to investigative inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 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
03
The slide lists questions 1-7 of an 11-question set. It highlights potential accounting misstatements and lack of transparency.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
04
The slide uses a table to frame specific accounting/contractual questions as a way to expose potential contradictions in SOFI's public disclosures.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Problem & ComplicationLoop · Aha Moment1 hit
05
The slide includes a table comparing institutional ownership percentages and a narrative section outlining expectations for board and auditor responses to the research report.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
06
References 'old cockroach theorem' as a heuristic for identifying further misconduct.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
07
Page 7 of 7SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
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
02
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
03
This is a research note page from a short-seller report.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
04
The slide provides primary source evidence (a UCC-1 filing) to support the author's interpretation of a financial transaction involving SoFi Funding PL VI LLC.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Appendix DataLoop · Iceberg1 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
06
Includes two screenshots of 10-K Exhibit 21 lists of subsidiaries to highlight the presence/absence of SoFi Funding.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
07
The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary1 hit
08
SoFi Technologies (SOFI)SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
01
Slide 1
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 1 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
03
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
04
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
05
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