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slides · global inventory

Overcoming Monster

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 10,649
Current window 6,091-6,120
Pages 355
Rows per page 30
Arc: Overcoming Monsterclear collectionreset all
18 30 60

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6,091-6,120 of 10,649

filter-aware
01
Slide 1
The imagery is highly metaphorical, using a clown and pests to imply the company is a joke or infested with problems.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
02
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a comparison table to establish credibility by citing past performance.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
04
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
05
Includes Spruce Point Capital Management logo (pine tree).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
08
Uses a 2x2 grid layout to categorize specific individuals and groups under scrutiny.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
09
The slide uses a 2x2 grid layout to categorize board members and auditors as 'red flags'.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
10
The slide uses a red flag icon to signal warning/risk regarding the partners listed.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
12
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide uses red boxes to highlight the 60% and 32% figures, emphasizing the concentration of growth in specific segments.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
The slide uses a red flag icon to signal a warning or 'red flag' regarding the company's performance.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
15
The slide uses a red box to highlight the Skechers row in the table.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
17
Uses a testimonial/interview format to expose brand weakness.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
18
Uses red text to highlight specific pain points within the quotes.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
77
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
78
Uses side-by-side comparison of SEC filings and UK subsidiary filings to expose inconsistencies in deal valuation and structure.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
79
The slide uses a red box to highlight the 'Debtors' line item in the balance sheet and an arrow to connect it to the 'Related Party Disclosures' footnote.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
80
Uses visual evidence (screenshots) and address proximity to imply a lack of independence.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 hit
135
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
136
The slide uses a table of analyst ratings and a pie chart to visualize the consensus bias.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
137
The slide uses a table format to systematically critique four distinct areas of corporate strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
138
The slide uses a red flag icon to highlight the core thesis statement.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
139
The slide uses a comparison table to frame the company's lack of disclosure as a governance failure.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
140
Uses Bloomberg terminal charts to argue for valuation compression.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
141
The table highlights that Generac's valuation multiples (EV/Sales, EV/EBITDA, P/E) are consistently higher than the peer group average.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
142
The slide uses a red-bordered callout box to emphasize the activist thesis regarding Generac's valuation.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
143
The slide uses a direct comparison format to highlight discrepancies between company/analyst projections and the activist's bearish thesis.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
144
The slide uses two distinct valuation methodologies (Revenue multiples and EBITDA multiples) to derive a price target range.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit
145
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit