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CEO Quote Contradiction
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19
Includes a direct quote from AtriCure CEO Michael Carrel (May 2020) which is then countered by the author's analysis.AtriCure, Inc. (ATRC) · Kerrisdale Capital
Research note Short seller Beat · The StruggleLoop · Pattern Hunter1 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
36
The slide uses a quote to set up a contradiction, a common tactic in activist short reports.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 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
48
The slide uses a quote from the CFO to contrast with the lack of formal disclosure in the 10-Q filing.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
23
The slide uses a bulleted list to systematically dismantle three specific claims made by the company.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a dialogue format to highlight a potential contradiction in corporate disclosure.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
26
The slide uses a direct quote to undermine management credibility regarding financial practices.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
29
This is a classic 'expose contradiction' slide where the activist firm quotes the target company and immediately frames it as deceptive.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
06
The slide uses a combination of bar and line charts to contrast book value with market performance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
25
The slide uses a specific accounting critique to frame the target's behavior as deceptive.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
71
The term 'Gonzo Mode' is used by the activist to imply erratic or reckless management behavior.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
21
Uses a direct quote comparison to undermine management credibility.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
51
Uses investor call and expert testimony to undermine company narrative.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
52
Uses a direct quote from an investor relations call to frame the contradiction.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
53
The slide uses a dialogue format to discredit a specific company claim.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
03
The slide uses a 'CEO quote contradiction' framework by contrasting internal analysis with public statements from the CEO.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
06
This is a classic Muddy Waters 'expose_contradiction' slide, stripping away marketing fluff to show the underlying economic reality.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
09
Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
12
Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
24
This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
04
Includes a screenshot of the CEO's statement as evidence of the contradiction.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
38
The slide uses two tables to compare reported agent counts against regulatory limits and internal functional breakdowns.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 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
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
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
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
09
The slide uses a direct quote from the CEO to highlight perceived incompetence and unrealistic future assumptions.Peloton Interactive (PTON) · Citron Research
Research note Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
24
The slide uses a quote from an analyst to set up a critique of their valuation logic.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit