slides · global inventory
Quote
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 18,554
Current window 6,751-6,780
Pages 619
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Component
6,751-6,780 of 18,554
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 · Hook2 hits
21
The slide uses a combination of a screenshot of a recall notice and a summary quote to establish the severity of the product defect.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
34
Uses a CEO quote to establish a premise, then uses a line/bar chart to contradict the implication of market dominance.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
35
Uses Wayback Machine screenshots to compare current vs historical product offerings and pricing.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
46
Includes a direct quote from the CFO as a callout to highlight the contradiction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction2 hits
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 · Evidence2 hits
59
Includes a red flag icon indicating a warning or investigative finding.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence2 hits
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 · Evidence2 hits
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 · Evidence2 hits
04
The slide uses a 'before-after' logic applied to short-selling outcomes.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Hook2 hits
28
Uses a red flag icon and red boxes to highlight the contradiction between the CEO's narrative and the tax delinquency records.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
29
Uses a combination of accounting data and management quotes to suggest aggressive accounting practices.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg2 hits
40
The slide uses a red box to highlight the 'Over (Under) Spend' row, specifically emphasizing the negative variances in 2020 and 2021.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Cost Of Inaction2 hits
54
Uses a 'red flag' visual metaphor to highlight the contradiction.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
59
The slide uses a direct quote from a JPM conference to establish the expectation, followed by a table of quarterly financial results to demonstrate the failure to meet that expectation.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax2 hits
64
The slide uses a quote to bridge the previous critique of technology systems to the upcoming critique of inventory reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
65
Uses a red flag icon to denote a warning or red flag finding.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
67
The slide uses a table to demonstrate that after adjusting for the reclassification of loaner instruments, the 'Days Inventory' metric remains largely flat, contradicting the CEO's statement.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
86
The slide uses a Q&A format to highlight internal deal-making flaws and subsequent performance failures.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
102
Uses a quote from the Microsoft/Nuance deal call to frame the competitive threat.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
111
Uses a red flag icon to signal a warning/contradiction. Includes a table of investing activities and two specific callouts for external sources.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
152
The slide uses a 'CEO Quote vs. Reality' structure, common in activist short reports.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
157
The slide uses a table to link specific physicians to payments from both OrthoSensor and Stryker, highlighting potential conflicts of interest.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
162
Uses a red box to highlight the core argument and a callout box for the CEO quote.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
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 · Resolution2 hits
187
The slide uses a Q&A format to present expert testimony.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
188
The slide uses a Q&A format to present expert testimony.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution2 hits
37
The slide uses a red flag icon to highlight the discrepancy between AMR's narrative and the data.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle2 hits
89
Uses a red flag icon to signal a warning about management's claims.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits
96
Uses a combination of management quotes and internal data tables to derive a revenue estimate that challenges the sustainability of the revenue stream.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction2 hits