Matching slides 79,264
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This is a classic activist short-seller 'thesis' slide, summarizing the core arguments for a price decline.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
13
Uses a vertical red arrow as a visual anchor for the thesis flow.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
24
Includes red arrows pointing to specific rows in the table to emphasize growth trends.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
30
Uses a 'before-after' comparison to highlight the lack of progress in market penetration metrics.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
31
Includes a red callout box highlighting the discrepancy between penetration growth and market opportunity claims.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
32
Uses a 'before-after' comparison to highlight a contradiction in company guidance.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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 Contradiction1 hit
38
The slide uses a red flag icon to denote a warning or critical finding.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide uses a red arrow to point specifically to the Jefferson, WI facility which produces portable generators.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
42
The slide uses a 'villain' framing by highlighting Generac's low engagement compared to peers.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
43
The slide uses a grid of Twitter profile summaries to contrast Generac's early adoption with its lack of social media traction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
45
The slide uses color-coded cells (green/yellow/red) to indicate improving, stable, or worsening trends in key financial metrics.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
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 Contradiction1 hit
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
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
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
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
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
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
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