slides · global inventory
03 Aha Moment
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1,291-1,320 of 2,650
02
The slide uses strong, accusatory language ('green fraud', 'Philidor moment') to frame the problem.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Aha Moment1 hit
03
The slide uses a 'villain critique' structure to frame the company's marketing claims as fraudulent, referencing the Philidor scandal as a comparison.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
04
Uses a flow diagram to illustrate the distribution of funds, highlighting the discrepancy between corporate claims and actual environmental impact.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Villain CritiqueLoop · Aha Moment1 hit
05
The slide uses a direct quote from the target company followed by a factual audit to expose a discrepancy.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
06
The slide uses a calculation-based argument to undermine the credibility of a corporate program.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
07
The slide uses a 'fraud-exposure' narrative to discredit the company's carbon offset claims.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
08
The slide uses a mock certificate to visually mock the target company's environmental claims.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Beat · Expose ContradictionLoop · Aha Moment1 hit
09
The slide uses a rhetorical framing of 'willing accomplice' to characterize the relationship between the subject company and its partner.FleetCor Technologies (FLT) · Citron Research
Research note Short seller Loop · Aha Moment1 hit
04
This slide serves as an introduction to 'Part 2' of the activist report, focusing on asset valuation and occupancy discrepancies.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
05
This is a classic activist short-seller 'thesis' slide, framing a specific asset as evidence of accounting or valuation fraud.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The CallLoop · Aha Moment1 hit
06
The slide uses a specific asset to illustrate a broader thesis of accounting manipulation.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses photographic evidence of building directories to challenge the perceived occupancy or quality of the site.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
08
The slide uses photographic evidence to challenge management's narrative regarding property upkeep.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
09
The chart shows a steady, aggressive upward trend in valuation per square meter, contrasting with the narrative of stagnant building quality.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
04
This is a classic Muddy Waters 'villain' slide, using aggressive, colloquial language to frame a financial malfeasance.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Aha Moment1 hit
10
Muddy Waters Research short thesis slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
11
Includes a transcript excerpt from a former ELF Shanghai manager.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
12
Muddy Waters Research report slide; uses Q&A format to build a case against the subject company.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
03
The slide highlights a potential accounting or disclosure discrepancy regarding the $335.4 million difference in expected vs. reported cash proceeds.Fairfax Financial Holdings Ltd. (FFH) · Carson C. Block
Research note Short seller Beat · AgitateLoop · Aha Moment1 hit
06
The slide uses expert testimony to challenge the company's reported revenue composition.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
07
The slide uses a calculation to strip out leasing gains to isolate the 'gain on sale' component of the Aerospace Products segment.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
08
The slide uses a competitor quote to frame the accounting practice as a deliberate manipulation of margins.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
09
The slide uses a narrative structure to detail a specific accounting manipulation allegation.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
10
The slide uses a consultant's testimony to frame the company's business model shift as a deceptive financial engineering scheme.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ProblemLoop · Aha Moment1 hit
04
The slide uses investigative research to link public social media posts to potential legal liability for the subject company.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
05
This slide serves as a table of contents for the evidence section of the report.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
06
Source image /tmp/legacy-images/fc796e5c732c/slides/006.jpg is missing from disk (sibling pages 001-005 and 007-019 are present); page 6 could not be inspected.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
07
The slide uses a screenshot of a social media post as primary evidence to suggest unauthorized or unexpected presence of FTAI equipment in Iran.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 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