slides · global inventory
All filtered slides
Global slide inventory for the active corpus filters, with each row opening the slide detail view.
Corpus coverage
319,975 slides
319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.
- Total slides
- 319,975
- Described
- 319,974
- Pending
- 1
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Slide type composition
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Slide type
Showing 319,974 described slides — 100.0% of 319,975 rendered pages
+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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all document kinds · all orientations
Slide collection
124,681-124,740 of 319,975
01
The image depicts a house with solar panels and a fire in the garage, implying product failure or safety issues.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
02
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
03
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
06
Includes Spruce Point Capital Management logo (pine tree).Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
07
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
08
The slide uses a vertical red arrow as a visual anchor to connect two distinct problem areas.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
09
The slide uses a two-part structure to contrast financial stress with strategic distraction.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem Statement1 hit
10
Uses a vertical red arrow as a visual anchor for the 'shady' narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 hit
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
12
Uses a red arrow sidebar to visually anchor the 'villain' narrative.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Problem StatementLoop · Pattern Hunter1 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
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
15
Uses a 'call-out' box to frame the contradiction between corporate claims and forensic findings.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
17
Spruce Point Capital Management branding (pine tree logo).Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose ContradictionLoop · Pattern Hunter1 hit
18
Uses a before-after comparison to highlight a specific change in legal disclosure language.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
21
The slide uses a combination of a screenshot of a recall notice and a summary quote to establish the severity of the product defect.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 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
23
The slide uses a 'villain' framing technique by highlighting a specific legal case to undermine the company's reputation.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
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
26
Uses visual evidence (screenshots of ads) to highlight a change in promotional strategy.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Uses red arrows to highlight Generac's lower ranking position in the < 10,000 Watts category.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
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
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
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
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
37
Uses a chronological list format to contrast past claims with current silence.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
40
Uses a before-after framing to highlight a failed product launch.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
41
Uses screenshots of Facebook search results to demonstrate competitive encroachment.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Expose Contradiction1 hit
177
The slide uses the consensus bullishness as a setup to argue against the market's current sentiment.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
180
The slide uses a red flag icon to signal a warning/contradiction. The chart shows the subject company (J&J) is below the industry average for Capex-to-Sales.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
181
Uses two tables to highlight discrepancies in cash flow projections and the aggressive spread between sales and EPS growth.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
188
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
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
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
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