slides · global inventory
Expose Contradiction
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 14,162
Current window 3,691-3,720
Pages 473
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Slide function
3,691-3,720 of 14,162
64
The slide highlights how accounting choices (useful life/residual value) inflate inventory values and COGS.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
03
The slide uses a 'CEO quote contradiction' framework by contrasting internal analysis with public statements from the CEO.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Muddy Waters Research activist deck slide questioning the technical legitimacy of AppLovin's (APP) ad targeting capabilities.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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This is a classic Muddy Waters 'expose_contradiction' slide, stripping away marketing fluff to show the underlying economic reality.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Includes a terminal-style code snippet showing data processing logs as visual proof of methodology.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a video screenshot to provide empirical evidence of tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses a direct quote from the CEO to highlight the discrepancy.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a specific methodology of tracking pixel presence on customer websites to infer churn.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses the 'ceo-quote-contradiction' framework to highlight the gap between executive claims and technical evidence.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses the term 'black edge' to describe the informational advantage gained by APP.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Uses direct quotes from Apple's developer documentation to establish a violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses direct legal citations to build a case for policy violation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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The slide uses a 'Muddy Waters Research' branding and cites a 2023 10-K filing to support the claim of potential deplatforming risk.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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Muddy Waters Research activist deck slide exposing data collection practices.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses technical documentation and cookie policy screenshots to support the claim of data collection.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The table lists specific tracking IDs (AUID, ga, fbp, etc.) and their durations, framing them as sensitive data ingestion.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a screenshot of browser developer tools (network tab) to prove data exfiltration.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a screenshot of a browser network request (likely Chrome DevTools) with red annotations to point out specific data fields being exfiltrated.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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This slide sets up a contradiction to be addressed in subsequent slides.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide details a 'Compass' token system used for fingerprinting and user tracking, highlighting a potential regulatory or disclosure issue regarding the removal of this technology from 10-K filings.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses screenshots of technical logs to prove data tracking behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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Uses screenshots of network traffic logs to prove cross-site tracking.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a narrative structure to expose a perceived fraudulent practice by the subject company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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Uses video evidence (screenshots) to demonstrate bidding behavior.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
33
The slide uses a 'claim vs. reality' structure to undermine the company's narrative.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
37
The slide uses a narrative of fraud exposure to explain a long-term stock decline.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
38
The slide uses a historical case study to argue that Meta's platform power is a existential risk to the target company.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses technical evidence (network request screenshots) to expose how APP tracks users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide serves as a transition to a video-based evidence presentation.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
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Includes a screenshot of the CEO's statement as evidence of the contradiction.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit