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slides · global inventory

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Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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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

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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Slide collection

124,801-124,860 of 319,975

filter-aware
01
Slide 1
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
02
Skechers U.S.A., Inc. (SKX)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
04
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Call1 hit
05
Includes Spruce Point Capital Management logo (pine tree).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
07
Spruce Point Capital Management branding (pine tree logo).Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
08
Uses a 2x2 grid layout to categorize specific individuals and groups under scrutiny.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 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
11
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller 1 hit
12
Skechers U.S.A., Inc. (SKX)Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
13
The slide uses red boxes to highlight the 60% and 32% figures, emphasizing the concentration of growth in specific segments.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 hit
14
The slide uses a red flag icon to signal a warning or 'red flag' regarding the company's performance.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Aha Moment1 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
16
Uses a 'red flag' icon to signal risk; includes a table calculating implied growth rates for non-Asian markets.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
102
Uses screenshots from Facebook and Wayback Machine to contrast marketing claims with cost structures.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
104
Uses screenshots of YouTube videos as evidence to support the thesis.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
105
Uses red arrows and callout boxes to point out specific changes in charts between May, August, and November 2021.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
110
Uses a combination of a quote, a proxy compensation table, and an 8-K filing excerpt to build a narrative of executive misalignment.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
111
Spruce Point Capital Management branding.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
114
Generac Holdings, Inc. (GNRC)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
116
Uses red boxes to highlight the shared entity across two different company subsidiary lists.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
118
Uses a flow diagram to illustrate the circular nature of the transaction.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
120
The slide uses a numbered list format to challenge management transparency and accounting methods.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 hit
121
The slide uses a minimalist design with a corporate logo and a clear section title.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
124
The slide uses a news screenshot to provide credibility to the claim of consumer complaints.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
126
Uses screenshots of websites and news reports to build a case of corporate negligence or complicity.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
128
Generac Holdings, Inc. (GNRC)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
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
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
135
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 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
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
138
The slide uses a red flag icon to highlight the core thesis statement.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
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
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
145
Generac Holdings, Inc. (GNRC)Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Valuation RevealLoop · The Reveal1 hit