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slides · global inventory

Comparison Frame

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,294
Current window 2,341-2,370
Pages 210
Rows per page 30
Framework: Comparison Frameclear collectionreset all
18 30 60

Framework

2,341-2,370 of 6,294

filter-aware
16
Uses a red flag icon to signal a warning about the company's business model claims.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
17
The chart highlights BR in red to emphasize the discrepancy.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
71
The slide highlights that BR's 27.9% gross margin and 0.8% capex margin are significantly lower than the FinTech peer average, yet it commands a 16.4x EV/EBITDA multiple.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 hit
75
Uses a side-by-side comparison frame to highlight the gap between corporate rhetoric and capital allocation.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller 1 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
24
The slide uses a red flag icon to draw attention to the negative/concerning nature of the data point.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Iceberg1 hit
33
The slide uses a peer group to argue for multiple contraction by highlighting that Skechers' metrics are more aligned with lower-multiple peers than the 'premier' athletic brands.Skechers U.S.A., Inc. (SKX) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
12
The slide uses a 'red flag' icon to signal a warning about the company's competitive moat.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
15
The slide uses a red flag icon to signal a warning or contradiction of the bull thesis.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
56
Uses color coding (green/red/yellow) to imply quality of experience.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses a split-column layout to contrast 'Careismatic Brands' with 'Other Brands' to debunk the uniqueness of FIGS' marketing.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
The slide uses a red flag icon to draw attention to the negative performance metric of the target company.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
Includes a 'Spruce Point Adjusted' row to highlight the impact of their thesis on valuation.FIGS, Inc. (FIGS) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 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
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
87
The slide uses a combination of a peer valuation table and a financial statement extract to support the thesis of overpayment and financial stress.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller 1 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
30
The slide uses a red box to highlight the 5.24% peak in Q4 2021 and a red arrow to emphasize the upward trend.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · EvidenceLoop · Iceberg1 hit
53
The slide highlights that Stryker's reported SG&A is not directly comparable to peers because it excludes shipping and handling costs from SG&A (unlike some peers).Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Climax1 hit
121
Includes a red flag icon, a common motif in Spruce Point activist decks to signal a warning.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
123
Uses Google Trends data to argue against Stryker's market leadership in robotics.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
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
71
The slide highlights AMR's significantly higher restricted cash levels compared to its peers.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
80
The slide uses a red flag icon to highlight the aggressive nature of the tax refunds.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
81
The slide uses a red flag icon to draw attention to the negative finding.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
97
The slide highlights AMR's valuation multiples (EV/Sales and EV/EBITDA) in red boxes to emphasize they are higher than the peer group average.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit