slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 69,421-69,450
Pages 2,643
Rows per page 30
Component
69,421-69,450 of 79,264
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
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
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
85
Uses a vertical arrow diagram to visualize the decline in market share over time.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
87
The slide uses a combination of a peer valuation table and a financial statement extract to support the thesis of overpayment and financial stress.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
88
Uses a red box and red arrow to connect the timing of share repurchases to the equity accounts, implying a link between the acquisition and the buyback.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
91
Uses a 'red flag' icon to signal the contradiction/fraud exposure.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
92
Uses red arrow to visually link the inventory line item between two financial tables.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
93
Uses a table to show capital raised vs. acquisition price to highlight value destruction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
94
Uses a table to strip out acquisition impacts to reveal flat organic growth.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
95
Uses a red box to highlight the acquisition year (2017) and a red border for the quote to emphasize the contradiction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
96
The slide highlights the inconsistency in the reported 'combined purchase price' across four different reporting periods.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
100
Uses a series of CFO quotes to expose potential contradictions in management's narrative regarding clean energy revenue growth.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
106
The slide highlights a discrepancy between the CFO's claims of margin growth and the actual downward trend in EBITDA margins.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
107
The slide uses a table-like structure to contrast Domestic vs International segment performance and management's shifting narratives.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
108
Uses a table to compare Generac's missing data against 7 peers, followed by a chronological sequence of contradictory management statements.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
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
134
The slide uses two tables to compare 2020 and 2021 performance metrics, specifically pointing out that 'Individual Performance Goals' are also tied to Adjusted EBITDA.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 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
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
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