slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 3,361-3,390
Pages 227
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Framework
3,361-3,390 of 6,793
11
The slide uses a red arrow on the left to visually connect the two case studies as part of a broader critique of M&A strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
14
The slide uses a grid of screenshots from CNBC interviews to support the claim of excessive promotion.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
16
Uses a red-arrow annotation on a board skills matrix to highlight the CEO's lack of M&A and clean energy experience.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
19
Uses red circles and arrows to draw attention to the specific text change and the subsequent deletion of the slide.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
20
Uses screenshots of legal documents as evidence of the company's alleged misconduct.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
22
Uses a combination of a specific regulatory recall notice and a journalistic critique to build a case against the company's safety culture.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 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
128
Uses red flags and arrows to visually connect contradictory statements.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
129
The slide uses red blocks to visually represent the 'No Longer Disclosed' data points, emphasizing the lack of transparency.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
131
The chart shows a significant drop in total reports post-2019, which the author frames as a potential red flag regarding reporting practices or business health.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
132
Uses tax records as a forensic accounting indicator of business health.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
134
Uses red boxes and arrows to highlight specific accounting line items that contradict the stated deal structure.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
136
Uses visual comparison and source citation to undermine the credibility of the company's claims.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
139
The slide uses a red flag icon to draw attention to the alarmist nature of the findings.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
142
The slide uses a red flag icon to draw attention to the potential risk associated with the executive's past.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
144
The slide uses a timeline-based table to correlate specific corporate events (auditor change, PE exit, etc.) with deteriorating inventory metrics.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
145
Uses red boxes and arrows to visually connect the pre-acquisition inventory value to the post-acquisition step-up.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
146
Uses red flag icon and red bounding box to emphasize the contradiction/warning.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
153
Uses red boxes and arrows to highlight specific data points that contradict or raise questions about the company's reporting.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
154
The slide uses a red box to highlight the discrepancy between total capital raised and the implied purchase price.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
158
Uses red boxes to draw attention to the inventory line item discrepancy.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
163
Uses a red flag icon to denote the activist thesis. Includes callouts pointing to specific table rows.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
166
The slide uses a red flag icon to highlight the contradiction between management's narrative and the actual outcome of the acquisition.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
168
The slide highlights a contradiction between the company's share count trends and the family's selling behavior.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
176
The slide uses a red flag icon to highlight the core thesis statement.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
178
The slide uses a 'villain' narrative (market data providers) to justify a higher debt/lower cash valuation.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 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
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
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