Contrarian Corpus
Muddy Waters vs. XL Fleet

XL Fleet · XL

1 deck published between 2021-03-10 and 2021-03-10 — 5 pages, 5 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-03-10 follow up

    2021 03 MW_XL_03102021

    5pp · research_note

    XL Fleet's March 8 rebuttal fails to deny Muddy Waters' core claims — exaggerated pipeline, ~10% reorder rate, overstated fuel savings — confirming XL is SPAC trash.