slides · global inventory
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Matching slides 58,039
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Slide function
17,611-17,640 of 58,039
11
Includes detailed property-level breakdown of 18 units with purchase price, developer, and payment status.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
12
Data sourced from Dubai Land Department registry.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
15
The slide provides evidence of future progress payments for specific real estate units, sourced from realtor websites.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
16
The chart shows two lines (A and B) that are nearly identical, indicating high data consistency.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
21
Methodology relies on the formula: Imports = Ending Balance - Beginning Balance + COGS.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
23
Includes detailed footnotes regarding methodology for logistics costs and supplier share assumptions.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
24
The slide uses a numbered list to detail three specific analytical approaches, including SKU GMV comparison, product mix sampling, and supplier data verification.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Loop · Analogy1 hit
25
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
26
The methodology involves purchasing a basket of products, weighing them, and applying margin deductions to derive an import cost per kg.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
27
The table provides a granular breakdown of product weights to support a valuation or cost-per-unit analysis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
28
The slide includes a disclaimer about the use of sister SKUs for weight calculations.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
29
Muddy Waters Research methodology slide for short-selling thesis.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
32
The slide outlines a two-step calculation: assuming inventory overstatement acts as a plug for gross profit, then dividing by the reported 71% gross margin.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
34
The slide uses a formulaic representation to show how executive compensation is tied to specific performance targets.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
37
The slide outlines the logic for adjusting reported inventory figures to isolate U.S.-specific product inventory, highlighting accounting red flags regarding in-transit inventory.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
39
The slide explains the adjustment process for inventory data, noting that Q2 FY25 figures for Naturium and in-transit were estimated based on prior periods.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
40
The table uses the formula: Estimated End Inventory - Estimated Beg Inventory + Estimated COGS = Estimated Import Value.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
41
The table maps fiscal quarters to calendar quarters and provides corresponding import weights.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
42
The table includes specific methodology notes regarding the exclusion of Naturium and 'on the water' inventory.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
43
The red text highlights the anomalous data points.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller 1 hit
19
This slide presents a raw financial table from a regulatory filing.Eurofins Scientific SE (ERF) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
06
The table highlights high LTV ratios, with several entities exceeding 100%.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
31
Includes a screenshot of a Spanish financial statement table and explanatory text regarding Eurofins' cash pooling structure.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
33
The table lists individual entity names and associated numerical values, concluding with total debt figures.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
35
The table is a direct excerpt from a financial note (Note 3.2) regarding income from related parties.Eurofins Scientific SE (ERF) · Carson C. Block
Research note Short seller 1 hit
58
The slide uses a table to present raw financial data sourced from S&P Capital IQ to support the thesis of financial underperformance.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
70
The slide highlights deteriorating financial performance and a shift to negative equity.Fairfax Financial Holdings Ltd. (FFH) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
62
The chart uses a gear-like visual to represent cost components.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Activist deck Short seller Beat · The Conclusion1 hit
07
Includes detailed footnotes regarding SoFi's fair value modeling and loan delinquency reporting.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
08
The slide argues that SOFI's recovery rate assumptions are unrealistic and that their default rate should be ~50% higher.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit