anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
slides · global inventory

Expose Contradiction

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

Search Insights JSON Unlock
Matching slides 14,162
Current window 3,721-3,750
Pages 473
Rows per page 30
Slide function: Expose Contradictionclear collectionreset all
18 30 60

Slide function

3,721-3,750 of 14,162

filter-aware
05
The slide uses a visual diagram to illustrate the 'firewalling' or 'sandboxing' of IDFA, contrasting it with the login-based tracking capabilities of major platforms.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The slide uses a 'before/after' style comparison to expose a contradiction in the CTO's public statement.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
08
The slide highlights a specific technical finding where a single token value (285035d2-4abf-4275-bd06-31ea02d6a9fe) is shared across different origins and token types.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
09
The slide uses a process flow to illustrate a technical mechanism for tracking users.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
10
The slide uses a 'Breaking the Sandbox' diagram to illustrate the data flow between a game, a webview, and a browser.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
11
The slide uses two diagrams to illustrate the data flow and ID relabeling process between a Zynga game, an ad webview, and a Shopify site.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
12
The slide uses a screenshot of network traffic logs to prove that a specific identifier ('art') is used to link user activity across different platforms, contradicting privacy expectations.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
13
The slide uses a screenshot of a network traffic monitor (likely Charles Proxy or similar) to prove data exfiltration and retargeting.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
16
Muddy Waters Research activist short report slide.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
04
The slide functions as a forensic accounting critique, alleging that SoFi misrepresents its financial health through specific accounting choices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Monster1 hit
05
Includes a critique of SoFi's 'Consistent Credit Performance' marketing claim using a line chart of net charge-offs and a table of borrower characteristics.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The MonsterLoop · The Reveal1 hit
06
The analysis uses a 70% conversion rate baseline derived from pre-2024 data to estimate the volume of loans transferred off-balance-sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
10
This is a research note page from a short-seller report (likely Kerrisdale Capital or similar) critiquing SoFi's accounting practices.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
Detailed investigation into UCC filings and transaction structures involving Cantor Fitzgerald and specific buyer trusts.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
13
The slide exposes a circular financing structure where SoFi appears to provide the financing for its own loan sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Struggle1 hit
15
Includes detailed footnotes referencing SEC filings and specific accounting terminology changes.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · Iceberg1 hit
16
The slide highlights a discrepancy between SoFi's public disclosures and UCC filings regarding loan subordination and sales.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
17
Includes a detailed table (Exhibit IV-3) showing quarterly whole loan sales data from FY2021 to Q4 2025, highlighting the discrepancy in servicing rights percentages.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
18
This is a research note page focusing on forensic accounting and regulatory compliance concerns regarding SoFi's balance sheet.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
19
Includes footnotes 29 and 30. The slide uses legal documentation as evidence of financial inconsistency.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
20
The slide uses a table to perform a forensic accounting check on debt disclosures to invalidate a public statement made by the CFO.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Loop · Iceberg1 hit
21
Includes footnotes 33, 34, and 35 detailing specific UCC filings and legal definitions.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
22
The slide uses a critical tone to challenge the accounting treatment of SoFi's loan platform business, specifically referencing 'wet-funded forward flow agreements'.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
23
Contains detailed footnotes (40-45) supporting claims about securitization, risk retention, and accounting standards (ASC 810).SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
24
The slide argues that SoFi retains effective control over transferred assets, violating the third criterion of ASC 860.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller 1 hit
27
This is a research note page focusing on forensic accounting critique of SoFi's financial reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
02
The slide uses a chronological table to frame the company's lack of transparency as a 'disengagement' from legitimate investor inquiries.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Situation & ContextLoop · Cost Of Inaction1 hit
06
References 'old cockroach theorem' as a heuristic for identifying further misconduct.SoFi Technologies (SOFI) · Muddy Waters, LLC
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
01
Slide 1
The arch illustration serves as a visual metaphor for the structural integrity of the company's financial reporting.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller 1 hit
02
Includes a satirical image mocking the $38 target price.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit