slides · global inventory
Frame Problem
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 5,849
Current window 3,601-3,630
Pages 195
Rows per page 30
Slide function
3,601-3,630 of 5,849
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
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
10
This is a transition or thesis-setting slide in an activist short report.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
19
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
21
The slide uses a map to contextualize the landbank's location relative to Prague's CBD.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The slide uses the Panama Papers as a visual metaphor for exposing hidden financial systems.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
40
CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
03
The slide uses a narrative hook ('Vitek's gonna Vitek') to frame a forensic accounting investigation into a specific asset acquisition.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller 1 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
22
Muddy Waters Research branding present.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
03
The slide uses a comparison-frame to contrast the target company with a 'good' benchmark (Berkshire) and a 'bad' benchmark (GE).Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Thesis Headline1 hit
08
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
13
This is a classic Muddy Waters 'villain' slide, framing a specific accounting manipulation.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
29
This is a section divider or thesis slide for a specific case study within the activist deck.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
04
This is a classic activist short thesis slide, framing the core accusations.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Call to Action1 hit
38
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
48
This is a classic Muddy Waters 'thesis' slide, setting up the argument that the business is failing fundamentally, not just through fraud.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
54
FTAI Aviation, Ltd. (FTAI)FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The ConclusionLoop · Cost Of Inaction1 hit
11
This is a transition or thesis slide in an activist short report.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
29
AppLovin (APP)AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
02
The slide serves as an introduction to a short report, establishing the company profile and the core thesis of accounting fraud.Burford Capital Ltd. (BUR LN) · Carson C. Block
Research note Short seller Beat · ProblemLoop · Cost Of Inaction1 hit
03
This is a classic activist short thesis slide, framing the problem as a combination of financial engineering (swaps) and fundamental credit risk.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
16
Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Thesis HeadlineLoop · Zoom In1 hit
02
This is a short-seller research note introduction.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
06
This is a text-heavy research note page, likely part of a short-seller report.Manulife Financial Corporation (MFC) · Carson C. Block
Research note Short seller Beat · Evidence & ProofLoop · The Reveal1 hit
02
The slide uses a visual metaphor of a wheel-less Jaguar to critique the company's business model.PeptiDream, Inc. (4587 JP) · Carson C. Block
Research note Short seller 1 hit
01
The slide documents a pattern of non-engagement by SOFI management in response to investigative inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
01
The slide uses a bearish thesis to challenge market sentiment on NVDA.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller 1 hit
25
The slide uses a highlight to emphasize the magnitude of the downward adjustment.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller 1 hit