/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

@muddywatersre

@muddywatersre
17 posts
2025-03-28
Supporting our view e-com business will never take off, we observed 776 $APP e-com clients in Q1 and saw ~23% churn. We suspect e-com clients are understanding that APP is in reality low ROAS https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin hires a law firm to investigate short sellers' allegations that the mobile ad company's ad performance numbers are fraudulent

It followed a Muddy Waters report released on Thursday that alleged that AppLovin was misappropriating data and violating some of its platform partners' terms of service …

MW is short $APP. ~52% of e-com is retargeting. Incrementality only ~25%-35%. APP misappropriates user data from 3P platforms. It uses 3P data as black edge in auctions. Q1 E-com churn seems ~23%. APP is easily copied if not deplatformed https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin hires a law firm to investigate short sellers' allegations that the mobile ad company's ad performance numbers are fraudulent

It followed a Muddy Waters report released on Thursday that alleged that AppLovin was misappropriating data and violating some of its platform partners' terms of service …

Traffic for 37m users indicates ~52% of $APP e-com sales are retargeting. We estimate only ~25% to ~35% of sales are incremental. CEO claims e-com incrementality near 100%. We believe e-com business will never take off https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin hires a law firm to investigate short sellers' allegations that the mobile ad company's ad performance numbers are fraudulent

It followed a Muddy Waters report released on Thursday that alleged that AppLovin was misappropriating data and violating some of its platform partners' terms of service …

MW is short $APP. ~52% of e-com is retargeting. Incrementality only ~25%-35%. APP misappropriates user data from 3P platforms. It uses 3P data as black edge in auctions. Q1 E-com churn seems ~23%. APP is easily copied if not deplatformed https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin's stock closes down over 20% after short seller Muddy Waters released a report, the third such short report against the company in about a month

save room for dessert! @muddywatersre : $APP risks deplatforming bc it collects 3P user data in violation of TOS of $AAPL $GOOG $META. APP uses 3P data for black edge in auctions. ...

$APP risks deplatforming bc it collects 3P user data in violation of TOS of $AAPL $GOOG $META. APP uses 3P data for black edge in auctions. $APP subterfuge occurs outside of 3P platforms, which makes it hard to detect https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin's stock closes down over 20% after short seller Muddy Waters released a report, the third such short report against the company in about a month

save room for dessert! @muddywatersre : $APP risks deplatforming bc it collects 3P user data in violation of TOS of $AAPL $GOOG $META. APP uses 3P data for black edge in auctions. ...

Traffic for 37m users indicates ~52% of $APP e-com sales are retargeting. We estimate only ~25% to ~35% of sales are incremental. CEO claims e-com incrementality near 100%. We believe e-com business will never take off https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin's stock closes down over 20% after short seller Muddy Waters released a report, the third such short report against the company in about a month

save room for dessert! @muddywatersre : $APP risks deplatforming bc it collects 3P user data in violation of TOS of $AAPL $GOOG $META. APP uses 3P data for black edge in auctions. ...

Supporting our view e-com business will never take off, we observed 776 $APP e-com clients in Q1 and saw ~23% churn. We suspect e-com clients are understanding that APP is in reality low ROAS https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin's stock closes down over 20% after short seller Muddy Waters released a report, the third such short report against the company in about a month

save room for dessert! @muddywatersre : $APP risks deplatforming bc it collects 3P user data in violation of TOS of $AAPL $GOOG $META. APP uses 3P data for black edge in auctions. ...

$APP risks deplatforming bc it collects 3P user data in violation of TOS of $AAPL $GOOG $META. APP uses 3P data for black edge in auctions. $APP subterfuge occurs outside of 3P platforms, which makes it hard to detect https://muddywatersresearch.com/ ...
2025-03-28 View on X
Bloomberg

AppLovin hires a law firm to investigate short sellers' allegations that the mobile ad company's ad performance numbers are fraudulent

It followed a Muddy Waters report released on Thursday that alleged that AppLovin was misappropriating data and violating some of its platform partners' terms of service …

2022-04-16
This thread strikes me as spot on regarding perceptions of political bias by social media platforms. For everybody who clapped back at me yesterday over my Tweet about the dystopia that would be MuskTwit, this is great reading. https://twitter.com/...
2022-04-16 View on X
@yishan

[Thread] Ex-Reddit CEO warns Elon Musk that he doesn't understand current internet culture enough to handle the challenges of large social networks like Twitter

This thread strikes me as spot on regarding perceptions of political bias by social media platforms. For everybody who clapped back at me yesterday over my Tweet about the dystopia that would be MuskTwit, this is great reading. https://twitter.com/...
2022-04-16 View on X
New York Post

Sources: Elon Musk is speaking to investors, including Silver Lake, to partner with him on a Twitter bid; a plan with partners could be announced within days

Elon Musk is speaking to investors who could partner with him on a bid for Twitter, sources close to the matter told The Post.

2022-04-11
Or they can volunteer through Alexa. (Sarcasm.) https://twitter.com/...
2022-04-11 View on X
Axios

Elon Musk tweets that all Twitter Blue subscribers “should get an authentication checkmark” and that the service should be ad-free for a lower ~$2/month price

👏 @elonmusk 👏 https://twitter.com/... @joelkatz : This actually makes a lot of sense. It would make Twitter a lot more money and would make it much more expensive to get your bots ...

Or they can volunteer through Alexa. (Sarcasm.) https://twitter.com/...
2022-04-11 View on X
@paraga

Twitter CEO Parag Agrawal says Elon Musk has decided not to join Twitter's board despite being offered a seat

Elon has decided not to join our board. I sent a brief note to the company, sharing with you all here. https://twitter.com/...

2021-09-15
This is big news - AppAnnie settling w/ SEC for $10 mm for Securities Fraud. AA promised app developers and HF clients app data was anonymized when put into AA's models. It wasn't. Then AppAnnie encouraged clients to trade on the model's “extrapolations” https://www.sec.gov/...
2021-09-15 View on X
Protocol

SEC charges App Annie with securities fraud, accusing it of “engaging in deceptive practices” and misrepresenting its data; App Annie will pay a $10M settlement

The Securities and Exchange Commission announced Tuesday that it's charging App Annie, the mobile app data provider … Source: U.S. Securities … .

2021-08-23
This is a solid chronology of how Jack Ma put a target on his back. Reinforces something I've said for many years: LT-focused businesspeople in China are an exception bc of fear that the govt takes everything away eventually, so only today matters. https://www.wsj.com/...
2021-08-23 View on X
Wall Street Journal

Sources detail how Jack Ma's relationship with China's leadership soured, as he failed to keep up with Beijing's shifting views and tuned out warnings for years

2021-08-22
This is a solid chronology of how Jack Ma put a target on his back. Reinforces something I've said for many years: LT-focused businesspeople in China are an exception bc of fear that the govt takes everything away eventually, so only today matters. https://www.wsj.com/...
2021-08-22 View on X
Wall Street Journal

Sources detail how Jack Ma's relationship with China's leadership soured, as he failed to keep up with Beijing's shifting views and tuned out warnings for years

The billionaire entrepreneur matched the heights of America's tech legends but failed to heed warnings that Chinese leader Xi Jinping still called the shots Tweets: @dilipthecheria...

2020-06-10
Just published - Reuters says we (MW) were targeted for hacking by clients of BellTroX, an Indian hacking for hire firm. Perhaps coincidentally, FT just published a story naming Wirecard $WDI.GY as a BellTroX hacking client 1/ cc: @_MarkusBraun https://www.reuters.com/...
2020-06-10 View on X
Reuters

An obscure Indian firm provided hacking services to help spy on 10K+ email accounts over seven years, in one of the largest spy-for-hire operations ever exposed

New report from @citizenlab uncovering Dark Basin, a hack-for-hire group that has targeted thousands of individuals on six continents. Targets include advocacy groups and journalis...

2020-06-09
Just published - Reuters says we (MW) were targeted for hacking by clients of BellTroX, an Indian hacking for hire firm. Perhaps coincidentally, FT just published a story naming Wirecard $WDI.GY as a BellTroX hacking client 1/ cc: @_MarkusBraun https://www.reuters.com/...
2020-06-09 View on X
Reuters

An obscure Indian firm provided hacking services to help spy on 10K+ email accounts over seven years, in one of the largest spy-for-hire operations ever exposed

LONDON/WASHINGTON (Reuters) - A little-known Indian IT firm offered its hacking services to help clients spy …