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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 1,651-1,680
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

1,651-1,680 of 6,793

filter-aware
22
The slide uses a screenshot of a browser network request (likely Chrome DevTools) with red annotations to point out specific data fields being exfiltrated.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
26
The slide details a 'Compass' token system used for fingerprinting and user tracking, highlighting a potential regulatory or disclosure issue regarding the removal of this technology from 10-K filings.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
28
Uses screenshots of network traffic logs to prove cross-site tracking.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
30
The slide uses a narrative structure to expose a perceived fraudulent practice by the subject company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
31
Uses video evidence (screenshots) to demonstrate bidding behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
33
The slide uses a 'claim vs. reality' structure to undermine the company's narrative.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
37
The slide uses a narrative of fraud exposure to explain a long-term stock decline.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
40
The slide uses technical evidence (network request screenshots) to expose how APP tracks users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
03
The slide serves as a transition to a video-based evidence presentation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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
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
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
16
Muddy Waters Research activist short report slide.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 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
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
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
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
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