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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 3,601-3,630
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,601-3,630 of 14,162

filter-aware
08
The slide uses a list of specific quarterly guidance raises to support the thesis of a contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 hit
09
The slide uses a screenshot of a financial news article to frame the contradiction.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Monster1 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
17
The slide uses a direct quote from a supplier to contradict potential investor assumptions about ELF's supply chain stability.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
22
The slide highlights a potential accounting discrepancy by showing the jump from ~$20/kg to $52.04/kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
30
The table compares two scenarios based on assumed cost per kg ($22.00 vs $18.00) to calculate potential inventory overstatement.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
35
The slide uses specific time periods to contrast insider selling behavior before and after a suspected accounting event.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
45
The slide uses direct quotes from the company's 10-Q and CFO to point out the inventory accounting change.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
46
The slide juxtaposes specific inventory figures ($27.7M in-transit, $25M Naturium) against official 10-Q text and CFO commentary to suggest potential accounting or operational concerns.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
47
The slide uses a quote from the CFO and an excerpt from the 10-Q to analyze inventory growth drivers.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
48
The slide uses a quote from the CFO to contrast with the lack of formal disclosure in the 10-Q filing.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
03
The slide presents a testimonial/whistleblower quote to support an allegation of accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
04
The slide uses a rhetorical question to frame the company's complexity as a red flag for potential accounting manipulation.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Call1 hit
05
The slide uses a step-by-step narrative to explain a potential accounting fraud mechanism.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
08
Muddy Waters Research slide 7.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
09
The slide shows that the 2017 receivables figure was restated from ~118.7M in the 2017 FS to ~43.7M in the 2018 FS.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
10
Highlights the restatement of 2017 payables in the 2018 financial statements.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
11
The slide highlights specific accounting reclassifications between financial assets and liabilities, specifically involving related party balances.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
13
This is a classic Muddy Waters 'fraud exposure' slide, focusing on accounting irregularities.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
17
Part of a Muddy Waters activist short report.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
18
The slide uses a direct excerpt from an annual report to cast doubt on the company's operational reality.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
20
The slide uses a snippet from financial statement notes to cast doubt on the legitimacy or nature of reported compensation expenses.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
21
Highlights the discrepancy in cash reporting between original and restated filings.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
23
The slide uses a bulleted list to systematically dismantle three specific claims made by the company.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
24
The slide uses a dialogue format to highlight a potential contradiction in corporate disclosure.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
25
The slide highlights the removal of a negative assurance statement in financial reporting.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
26
The slide uses a direct quote to undermine management credibility regarding financial practices.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit
27
The slide uses a red box to highlight the word 'factoring' in the text.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Victory1 hit