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(GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Uses red arrows to highlight Generac's lower ranking position in the < 10,000 Watts category.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/27", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. (GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'What Generac Says' callout box to set up the contradiction against the Consumer Reports data.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/28", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. (GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 29, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a red-bordered callout box to frame the data as evidence of Generac's vulnerability despite high rankings.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/29", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. (GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'before-after' comparison to highlight the lack of progress in market penetration metrics.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/30", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. (GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 31, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a red callout box highlighting the discrepancy between penetration growth and market opportunity claims.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/31", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. (GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 32, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a 'before-after' comparison to highlight a contradiction in company guidance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/32", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. (GNRC)", "authorId": "54_Spruce_Point_Capital", "authorName": "Ben Axler", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2022-06-22 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a side-by-side comparison to highlight the gap between historical promises and current reality.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-3dd81deb19cb/33", "deckHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-3dd81deb19cb#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 50, "from": 14, "beatId": "6efea6c0-5238-48d2-864d-0ad94f8d4ead", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Multiple contradictions in Generac's financials and operations", "position": 2, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-3dd81deb19cb", "docSlug": "0cee9cc55960", "documentTitle": "Generac Holdings, Inc. 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