Matching slides 110,355
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42,961-42,990 of 110,355

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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
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
20
The slide uses a comparative structure to show a pattern of behavior.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
21
The slide uses red boxes to highlight specific data points that support the thesis of inventory mismanagement.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
105
Uses red arrows and callout boxes to point out specific changes in charts between May, August, and November 2021.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
109
Uses screenshots of app store listings to contrast corporate marketing with user sentiment.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
117
Uses a CEO quote to highlight a contradiction with financial disclosures.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
118
Uses a flow diagram to illustrate the circular nature of the transaction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
123
The slide uses a three-column layout to present evidence of the company's problematic history.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
124
The slide uses a news screenshot to provide credibility to the claim of consumer complaints.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
125
Uses testimonial-style quotes to undermine company credibility.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
127
Uses screenshots of Reddit comments as primary evidence to support the activist thesis.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
129
Uses a red flag visual to point to the Q4 2021/Q1 2022 period where metrics worsened significantly.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
130
Uses callouts to overlay specific corporate events onto a line chart of import shipments.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
131
The slide uses a red flag icon and a red border to draw attention to the specific transaction of Feb 1, 2022.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
133
The slide uses a red flag icon to signal a warning or point of interest regarding corporate governance.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 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