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[@muddywatersre](/creator/twitter/muddywatersre)
"Given that we found #Nidec $6594.JT to have real rot in 2016 () this could get pretty serious. Of course incentives / disincentives in Japan dont augur well for a truly thorough investigation"  
[X Link](https://x.com/muddywatersre/status/1963410448134688790) [@muddywatersre](/creator/x/muddywatersre) 2025-09-04T01:15Z 246.9K followers, 15.7K engagements


"@accrued_int @nypost Funny to be accused of laziness here. You're pouring a ton of time and energy into justifying a highly beta-driven pump of the stock price. But maybe this time really is different (sarcasm)"  
[X Link](https://x.com/muddywatersre/status/1980285431347662975) [@muddywatersre](/creator/x/muddywatersre) 2025-10-20T14:50Z 246.9K followers, 2839 engagements


"Probably nothing $APP"  
[X Link](https://x.com/muddywatersre/status/1978575971386089474) [@muddywatersre](/creator/x/muddywatersre) 2025-10-15T21:37Z 246.9K followers, 23.3K engagements


"Probably nothing (again) on $APP"  
[X Link](https://x.com/muddywatersre/status/1980274999001805198) [@muddywatersre](/creator/x/muddywatersre) 2025-10-20T14:08Z 246.9K followers, 25.2K engagements


"Larrys take on the insurer / private credit symbiosis (building on the @FTAlphaville article) is spot on. Also see Hunter Hopcrofts in-depth take on PE-owned insurers & private credit at cc: @Convertbond @Tyler_Neville_"  
[X Link](https://x.com/muddywatersre/status/1981681926500172198) [@muddywatersre](/creator/x/muddywatersre) 2025-10-24T11:19Z 246.9K followers, 48K engagements


"It's worth emphasizing this (sortof) photo from Google Streetview of Egan Jones' headquarters. "At the end of 2023 Bloomberg found that the firm headquartered in this four-bedroom house just outside Philadelphia employed just XX analysts. And yet was able in 2024 to rate more than 3000 private credit deals." Love how somebody got Google to fuzz out the image of the likely less than confidence-inspiring HQ"  
[X Link](https://x.com/muddywatersre/status/1981711046952837162) [@muddywatersre](/creator/x/muddywatersre) 2025-10-24T13:15Z 246.9K followers, 108.4K engagements