slides · global inventory
Overcoming Monster
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Matching slides 10,649
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6,001-6,030 of 10,649
01
The image depicts a house with solar panels and a fire in the garage, implying product failure or safety issues.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
03
The slide uses a 'precedent_table' to establish credibility by highlighting past successful short calls.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past performance.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
05
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
08
The slide uses a vertical red arrow as a visual anchor to connect two distinct problem areas.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
09
The slide uses a two-part structure to contrast financial stress with strategic distraction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
10
Uses a vertical red arrow as a visual anchor for the 'shady' narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
11
The slide uses a red arrow on the left to visually connect the two case studies as part of a broader critique of M&A strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
12
Uses a red arrow sidebar to visually anchor the 'villain' narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive promotion.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
15
Uses a 'call-out' box to frame the contradiction between corporate claims and forensic findings.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
Uses a red-arrow annotation on a board skills matrix to highlight the CEO's lack of M&A and clean energy experience.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
179
The slide uses a bridge-style table to adjust GAAP figures to 'Spruce Point Adjusted' figures, specifically targeting acquisition-related add-backs.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
180
The slide uses a red flag icon to signal a warning/contradiction. The chart shows the subject company (J&J) is below the industry average for Capex-to-Sales.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
181
Uses two tables to highlight discrepancies in cash flow projections and the aggressive spread between sales and EPS growth.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
182
Uses a dual-axis chart to show the divergence between stock price and FCF estimates.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
183
Uses a red box to highlight the 2022E data row in the table and the contradictory management quotes.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
184
The slide uses a red flag icon to signal a warning/risk. The table highlights Stryker's rows in orange and the highest ratios in red text.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
185
The slide uses a red flag icon to signal a warning/contradiction. It contrasts Stryker's negative pricing outlook with peers' active price-raising strategies.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
186
The slide uses a Q&A format to expose the contradiction between management's public claims and internal operational realities.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
187
The slide uses a Q&A format to present expert testimony.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
188
The slide uses a Q&A format to present expert testimony.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
189
Uses Bloomberg SURP function data to demonstrate a pattern of missed expectations.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
190
The slide uses two line charts showing EV/NTM EBITDA and EV/NTM Sales, both indicating current levels relative to historical averages.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
191
Uses a side-by-side comparison of analyst quotes vs. activist interpretation to frame the contradiction.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
192
The slide uses a red callout box to emphasize the activist's thesis that Street estimates are overly optimistic and ignore financial 'noise'.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
193
The slide uses a peer comparison table to argue that Stryker's premium valuation is no longer justified.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
194
The slide uses red bars to highlight Stryker (Adj) in each chart for easy comparison against the peer group.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
195
The table uses a 'Low Case' and 'High Case' for three different valuation metrics to derive a range of potential share prices.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit