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Campaigns / Muddy Waters → SoFi Technologies
Muddy Waters vs. SoFi Technologies

SoFi Technologies · SOFI

1 deck published between 2026-03-22 and 2026-03-22 — 7 pages, 7 analysed slides total. Outcome: ongoing.

follow up

Timeline

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

  1. 2026-03-22 follow up

    2026 03 MWR_SOFI_11QUESTIONS_0200321

    7pp · research_note

    SOFI's silence on 11 specific accounting questions confirms Muddy Waters' view that 2025 Adjusted EBITDA is inflated ~90% via mislabeled financings, hidden debt, and misstated risk retention.