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slides · global inventory

Fraud Exposure

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,793
Current window 1,531-1,560
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

1,531-1,560 of 6,793

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26
The slide uses a series of callouts on a stock chart to highlight poor capital allocation decisions by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a narrative structure to expose accounting irregularities, specifically citing fair value gains and goodwill impairments.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
30
The slide uses a narrative structure to frame the RiverStone JV as a mechanism for financial engineering rather than a legitimate business operation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
31
The slide highlights a specific transaction (RiverStone JV) to suggest accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
33
The slide uses a quote from a 2021 Fairfax Annual Report to support the claim of an off-balance sheet guarantee.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
34
The slide uses a Muddy Waters Research template, typical of activist short-selling reports.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
35
The table highlights a 48.5% average decline in value for the listed assets between 12/31/19 and 3/31/20.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
36
This is a transition or section divider slide that sets up a specific forensic accounting critique.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
37
The slide details three specific accounting issues related to the de-consolidation and subsequent loan/derivative structures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
38
The slide uses two tables to demonstrate a discrepancy between the reported book value and the market price of Helios Fairfax Partners.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
39
This is a classic Muddy Waters 'villain' slide, framing a specific transaction as evidence of malfeasance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
40
The slide uses a narrative structure to allege financial manipulation by Fairfax.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses a direct excerpt from a financial report with red boxes highlighting the relevant transaction dates and amounts.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
42
Includes a direct excerpt from Atlas Corporation's 20-F 2020 filing regarding goodwill impairment.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
43
Includes a direct excerpt from Atlas Corporation 20-F 2022 and a supporting table of contingent consideration assets.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
44
Includes a direct quote from Fairfax Financial Holdings Financial Statements Q2 2023.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
45
This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
47
The slide uses a narrative structure to deconstruct a specific financial transaction, highlighting the components of the $261.8M gain.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
49
The slide uses a 'fraud-exposure' framework to characterize standard corporate transactions as deceptive accounting practices.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide highlights the aggressive accounting treatment of a call option and the circular nature of the cash flow (investment followed by dividend).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a quote from a financial disclosure to highlight the accounting treatment of the transaction.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
54
The slide details a specific accounting and market manipulation thesis involving the timing of valuation gains and the use of derivatives.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
56
The slide uses a chronological list to expose how the company shifted its valuation weighting between DCF and 'risk-adjusted transaction fair value' to inflate gains despite financing delays.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
57
Uses a direct quote from a Fairfax annual report to expose a potential misrepresentation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
59
Muddy Waters Research activist short report slide.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
63
The slide uses an EY market update as a benchmark to highlight the anomaly of Fairfax's reported figures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
64
The slide uses a table to demonstrate that Fairfax's equity increase is significantly higher than its peers, suggesting potential accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
67
The slide uses a Bloomberg terminal screenshot to illustrate the stock price collapse of Farmers Edge.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
68
The slide uses a table to contrast the inflated carrying value against the actual market value, implying an overstatement of assets.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
69
The slide uses a direct quote from Farmers Edge 2022Q3 financial statements to prove the existence of a loan that is allegedly missing from the counterparty's (Fairfax) disclosures.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit