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slides · global inventory

Expose Contradiction

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

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Matching slides 14,162
Current window 3,541-3,570
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,541-3,570 of 14,162

filter-aware
05
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
06
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
07
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
08
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
16
The slide uses an illustration of a pile of cash to emphasize the 'dubious origins' claim.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
17
The slide uses a screenshot of a Russian-language marketing website as evidence of the target demographic.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 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
46
The slide uses a narrative structure to detail a series of financial transactions over several years to support the thesis of 'disguised debt'.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
55
The slide contrasts share purchase activity with reported fair value gains to imply potential accounting manipulation or timing issues.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
61
The chart highlights a sustained downward trend in stock performance for the selected InsureTech entities.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
62
This is a transition or thesis slide for a section on accounting manipulation.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
66
This is a case study slide highlighting financial irregularities.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
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
72
The slide uses a Bloomberg terminal screenshot and a custom P/BV chart to highlight the valuation discrepancy.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit