Matching slides 60,557
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24,871-24,900 of 60,557

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The slide uses a 'precedent_table' to establish credibility by highlighting past successful short calls.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
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 · Hook1 hit
05
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 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
25
Uses red arrows to link specific complaint categories to illustrative customer quotes.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
28
The slide uses a 'What Generac Says' callout box to set up the contradiction against the Consumer Reports data.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
29
The slide uses a red-bordered callout box to frame the data as evidence of Generac's vulnerability despite high rankings.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
33
Uses a side-by-side comparison to highlight the gap between historical promises and current reality.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
36
Uses screenshots of retail websites (Home Depot, Lowes, Walmart) to demonstrate market saturation and brand dilution.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
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
179
The slide uses a bridge-style table to adjust GAAP figures to 'Spruce Point Adjusted' figures, specifically targeting acquisition-related add-backs.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 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
185
The slide uses a red flag icon to signal a warning/contradiction. It contrasts Stryker's negative pricing outlook with peers' active price-raising strategies.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
186
The slide uses a Q&A format to expose the contradiction between management's public claims and internal operational realities.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
187
The slide uses a Q&A format to present expert testimony.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
191
Uses a side-by-side comparison of analyst quotes vs. activist interpretation to frame the contradiction.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
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