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Muddy Waters Research - Blog

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Content

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MW is Short FTAI Aviation Ltd. (FTAI US)

Jan. 15, 2025, 6 p.m.

No Paywall
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MW is Short e.l.f. Beauty, Inc. (ELF US)

Nov. 20, 2024, 4:30 p.m.

No Paywall
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More Questions about Eurofins’ Cash and How to Resolve Them (ERF.FP)

July 23, 2024, 4:59 a.m.

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Eurofins Scientific Part II: Nothing but Net (ERF.FP)

July 3, 2024, 1:59 p.m.

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MW is Short Eurofins (ERF.FP)

June 24, 2024, 7:13 a.m.

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CPI Property Group S.A. (CPIPGR) Part 5: With Dubai Properties, Vitek “Repaid” CPI’s Loan with by Saddling CPI with Off-Balance Sheet Debt

June 3, 2024, 4:55 a.m.

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CPI Property Group S.A. (CPIPGR) Part 4: More Concerns that Rhyme With “Pondering”

May 29, 2024, 2:19 a.m.

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CPI Property Group S.A. (CPIPGR): MW Questions for CPI PG’s April 8th Annual Results Conference Call

April 8, 2024, 2:35 a.m.

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Muddy Waters’ Questions for Fairfax Management on the Q4 2023 Call (FFH:CN)

Feb. 15, 2024, 9:29 p.m.

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MW is Short Fairfax Financial Holdings Limited (FFH:CN)

Feb. 8, 2024, 12:52 p.m.

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CPI Property Group S.A. (CPIPGR) Part 3: “The Kind of Fella I Am”

Jan. 25, 2024, 3:24 a.m.

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CPI Property Group S.A. (CPIPGR) Part 2: Overvalued Assets, Overstated Occupancy

Jan. 22, 2024, 4:22 a.m.

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Here Comes the Cliff! (BXMT US)

Dec. 6, 2023, 5:21 p.m.

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Dear CPI PG: Please Explain How Vitek Isn’t Asset-Stripping the Company

Nov. 30, 2023, 3:57 a.m.

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MW is Short the Credit of CPI Property Group S.A. (CPIPGR)

Nov. 21, 2023, 6:52 a.m.

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Sunrun: Just Making It Up (RUN US)

Nov. 1, 2023, 8 a.m.

No Paywall
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Sunrun: The Case of the Phantom Subscribers (RUN)

Oct. 25, 2023, 2:12 p.m.

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Vivion: Exchanging Reality

Aug. 4, 2023, 5:58 a.m.

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Chinook Therapeutics: SPAC Exaggerations, Misleading Accounting, and China Questions (KDNY US)

June 7, 2023, 5:49 a.m.

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Muddy Waters is Short Chinook Therapeutics Inc (KDNY US)

May 16, 2023, 2 p.m.

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Vivion: You Don’t Mess With The Dayan

March 28, 2023, 3 a.m.

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Muddy Waters is Short Credit of Vivion Investments S.à.r.l.

Dec. 14, 2022, 5 a.m.

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DLO: Why Won’t dLocal Put Anything in Writing? (DLO US)

Dec. 1, 2022, 1 p.m.

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Muddy Waters is Short DLocal Ltd. (DLO US)

Nov. 16, 2022, 5:20 p.m.

No Paywall
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HASI: Is There a Greater Fool? (HASI US)

Aug. 25, 2022, 9 a.m.

No Paywall