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CPI Property Group (CPIPGR)CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
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This is an introductory slide for 'Part III' of a research report.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Monster1 hit
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The slide uses the 'cockroaches' metaphor to imply that the identified problematic transactions are only a small fraction of a larger, hidden problem.CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller 1 hit
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This slide serves as an appendix providing granular evidence for property holdings mentioned in the research note.CPI Property Group (CPIPGR) · Muddy Waters Research
Research note Short seller Loop · Iceberg1 hit
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The slide explains the reliability of weight data based on maritime safety requirements and clarifies the exclusion of air freight.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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Muddy Waters research note slide.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The Struggle1 hit
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This is a high-impact thesis slide typical of short-seller research reports.e.l.f. Beauty, Inc. (ELF) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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This slide serves as a table of contents for the evidence section of the report.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The MonsterLoop · Aha Moment1 hit
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This is a concluding slide from a Muddy Waters research note, emphasizing legal and reputational risk.FTAI Aviation, Ltd. (FTAI) · Muddy Waters Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses data from Google and Pixalate to demonstrate the frequency of deplatforming.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller Beat · Key Messages1 hit
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Methodology slide detailing the technical verification process for identifying active vs. churned websites.AppLovin (APP) · Muddy Waters Research
Activist deck Short seller 1 hit
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The slide uses a comparison to Luckin Coffee to frame the nature of the alleged fraud.KE Holdings (BEKE) · Carson C. Block
Research note Short seller 1 hit
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The slide documents legal entity changes and physical location verification for a specific real estate branch.KE Holdings (BEKE) · Carson C. Block
Research note Short seller Beat · Expose Contradiction1 hit
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Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Problem Identification1 hit
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The slide emphasizes the representativeness of the sample data and the use of external CRE databases to estimate property-level metrics like vacancies and cap rates.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Expose Contradiction1 hit
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This is a key analytical slide in an activist short report.Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller Beat · Preempt Rebuttal1 hit
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Blackstone Mortgage Trust, Inc. (BXMT)Blackstone Mortgage Trust, Inc. (BXMT) · Muddy Waters Research
Activist deck Short seller 1 hit
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Contains extensive footnotes referencing primary sources and DLO filings.dLocal (DLO) · Carson Block
Research note Short seller 1 hit
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This is a page from a short-seller research report. It uses a bulleted list to summarize key points of contention.Danimer Scientific (DNMR) · Carson Block
Research note Short seller 1 hit
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Slide 1
Standard legal boilerplate for investment research firm.Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller 1 hit
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Hannon Armstrong Sustainable Infrastructure Capital (HASI)Hannon Armstrong Sustainable Infrastructure Capital (HASI) · Carson Block
Research note Short seller Beat · Conclusion and Call to Action1 hit
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Poster format including background, baseline/safety data, efficacy results, and conclusions.Chinook Therapeutics Inc (KDNY) · Carson C. Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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Includes a table detailing executive prepaid variable forward contracts and a concluding summary of the research note's findings.SoFi Technologies (SOFI) · Muddy Waters
Research note Short seller Beat · The Victory1 hit
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The slide highlights systemic fragility, noting that RUN sells 15% of its PV systems below creation cost.Sunrun Inc. (RUN) · Carson C. Block
Research note Short seller Beat · The Victory1 hit
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The slide argues that the transaction was a borrowing, not a sale, and implies potential accounting fraud or misrepresentation by management.SoFi Technologies (SOFI) · Muddy Waters Research
Research note Short seller Beat · Executive Summary1 hit
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The slide uses aggressive, activist-style language to frame the company's weaknesses.XL Fleet (XL) · Muddy Waters Capital
Activist deck Short seller Beat · Villain Critique1 hit
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The slide uses a metaphorical 'dog catching the car' to describe the stock's situation.NVIDIA Corporation (NVDA) · Citron Research
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
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The slide uses strong, informal language ('Dumpster fire financials') typical of activist short-seller reports.Sunrun Inc. (RUN) · Muddy Waters Research
Activist deck Short seller Beat · Conclusion1 hit
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The slide uses a list-based structure to present multiple arguments for a short position.Wayfair (W) · Citron Research
Research note Short seller Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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This is a text-heavy closing slide of a research report.Wayfair (W) · Citron Research
Research note Short seller Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit