slides · global inventory
Callout
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 96,741
Current window 71,611-71,640
Pages 3,225
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Component
71,611-71,640 of 96,741
01
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
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
06
This is a classic activist short thesis summary slide.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 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
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
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
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
101
The slide uses a 'before-after' visual comparison to challenge the company's public narrative regarding dealer recruitment health.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
103
Uses Wayback Machine evidence to show a change in corporate marketing claims.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
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
112
The slide uses a 'red flag' visual metaphor to signal risk/fraud exposure regarding specific partners listed in the original Generac presentation.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
113
The slide uses color-coding (red rows) to highlight partners with ethical concerns or confirmed non-partnership status.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
115
Uses a 'CEO quote contradiction' framework to highlight evasiveness.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
119
Uses screenshots as evidence of bias in digital marketing and web placement.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
122
The slide uses legal filings to associate Generac's partner with unethical and illegal behavior, specifically highlighting a 'Fraud on the Court' finding.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
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
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
132
Uses sarcasm in the title to frame the contradiction.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
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
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
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
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