slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
Current window 6,061-6,090
Pages 355
Rows per page 30
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6,061-6,090 of 10,649
47
The slide uses a table to show the lack of increase in bad debt allowance, pointing out a lack of disclosure and questioning the accounting logic.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
48
Uses Wayback Machine evidence to demonstrate a shift in company policy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
49
Includes heat-map style color coding for liquidity ratios and credit line usage.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
50
The slide uses tax payment data to question the company's financial health.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
51
The slide uses a mix of narrative summary and specific strategic highlights (acquisitions and production expansion) to frame the competitive threat.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
52
The slide uses red boxes to highlight the flat growth in dealer counts and QoQ growth metrics.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
53
Includes a mix of charts, press release excerpts, and a comparative table of expansion metrics.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
54
The slide uses a table format to systematically list risks, serving as a 'preempt_rebuttal' to bullish investment theses.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
55
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
56
The slide uses a 'Discrepancy' row to quantify the difference between management's claims and auditor-reported figures.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
57
Uses a red flag icon to highlight the contradiction. Includes specific footnotes referencing SEC filings and conference call transcripts.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
58
The slide uses a red flag icon to emphasize the contradiction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
59
Includes a red flag icon indicating a warning or investigative finding.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
60
The slide uses red text within the quotes to emphasize the negative aspects of the acquisition process (e.g., 'blistering pace', 'strenuous circumstances', 'more complicated').Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
61
Includes Spruce Point Capital Management logo (pine tree).Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
62
Uses red arrows to link specific news headlines to points on the share price chart.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
63
The table highlights the 2016 column in yellow to emphasize the auditor change event.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
64
The slide uses red boxes to highlight specific data points that contradict the expected financial narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
65
Uses a red flag icon to signal a warning/contradiction. Includes a table calculating annualized Pramac figures and a snippet from a 10-K report.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
66
The slide uses a red flag icon and red boxes to draw attention to the 'Reclassified' label in the financial statement.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
67
Uses red arrow to draw attention to the specific line item in the 2021 cash flow statement.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
68
The slide uses a red flag icon to emphasize the warning about channel stuffing.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
69
The slide uses a red flag icon to signal accounting concerns and highlights a specific auditor's note from Deloitte.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
70
The slide uses red boxes to highlight the discrepancy between sales growth and the ballooning accounts receivable balance.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
71
The slide uses a before-after comparison to highlight a change in accounting disclosure.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
72
The slide highlights a specific omission in UK financial filings compared to Italian registry data.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
73
The slide uses a red-flag callout to emphasize the risk of uncollectable receivables.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
74
Uses a red flag icon to signal a warning/contradiction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
75
Uses a 'before-after' or 'contradiction' framing by juxtaposing a quote with a news report of an arrest.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
76
Uses a red flag icon and a red arrow to highlight suspicious financial disclosures.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit