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Muddy Waters Research report slide.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide uses a narrative structure to expose potential financial misconduct.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide uses a snippet of a UK Land Title Register form to substantiate the transaction details.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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Uses Land Registry excerpts as evidence of the transaction.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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Includes a satirical 'Express Cleaners' logo to imply money laundering/cleaning.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide presents a narrative of a related-party transaction, likely intended to cast doubt on the valuation or the nature of the debt offset.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses investigative findings to challenge the company's public valuation claims.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide highlights specific financial details of a related-party transaction, specifically the fair value of assets vs. consideration paid and the resulting contribution to retained earnings.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Appendix DisclosureLoop · Iceberg1 hit
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The slide uses a direct quote-based approach to frame management as deceptive, referencing 'Vitek' as a negative benchmark.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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This slide serves as an appendix providing granular evidence for property holdings mentioned in the research note.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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Uses external press releases and media reports to corroborate internal investigative data points.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Beat · Preempt RebuttalLoop · Iceberg1 hit
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Includes detailed property-level breakdown of 18 units with purchase price, developer, and payment status.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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Data sourced from Dubai Land Department registry.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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The slide uses photographic evidence and platform screenshots to demonstrate that stores listed as active on BEKE are physically closed or double-counted.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses investigative findings (photos, agent interviews, and SAIC certificate cross-referencing) to challenge the integrity of store counts on the platform.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide uses a combination of a data table, photographic evidence, and a transcript of a field interview to expose data discrepancies.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide presents evidence of active listings for stores that should have been closed, comparing transaction volumes against store averages.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose ContradictionLoop · Iceberg1 hit
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The slide combines a financial calculation of loan repayments with a qualitative investigation into occupancy rate discrepancies.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide uses investigative research, including site visits and analysis of third-party listing platforms (Immo Scout 24), to challenge company-reported metrics.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The MonsterLoop · Iceberg1 hit
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The slide uses a screenshot of a third-party listing platform as evidence of potential portfolio vacancy, contrasting it with company-reported metrics.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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Includes footnotes 16-19 detailing calculation methodology and site visit observations.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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The table provides a granular view of property utilization, highlighting high vacancy rates in specific locations like Potsdamer Strasse.Vivion Investments S.à.r.l. · Carson Block
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
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This is a research note page focusing on forensic accounting and asset valuation discrepancies.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Iceberg1 hit
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The slide is a text-heavy research note page with footnotes referencing financial filings.Vivion Investments · Carson Block
Research note Short seller Beat · ProblemLoop · Iceberg1 hit
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This page functions as a rebuttal to specific company claims, using footnotes to cite evidence.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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The slide contains multiple footnotes referencing external legal and investigative sources.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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This page serves as a supporting disclosure or context page for a research note.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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The table includes columns for portfolio, date acquired, contribution methodology, seller, number of properties, total purchase price, acquisition financing, equity value, SHL portion of EV, and common equity portion of EV.Vivion Investments · Carson Block
Research note Short seller Beat · AgitateLoop · Iceberg1 hit
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The slide uses a 'bullshit' framing to attack a corporate narrative. It includes a screenshot of government instructions and a custom table to prove a point about reporting lags.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit
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This is a research note from a short-seller report (MW = Muddy Waters). It uses a forensic accounting methodology to challenge company disclosures.Sunrun Inc. (RUN) · Carson Block
Research note Short seller Beat · Evidence & ProofLoop · Iceberg1 hit