slides · global inventory
05 The Reveal
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601-630 of 1,002
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Uses a vertical red arrow on the left to categorize governance failures.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
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Includes a vertical sidebar summarizing the core pillars of the short thesis.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem StatementLoop · The Reveal1 hit
10
The slide uses a table format to present a timeline of events, with specific highlights (yellow background) for regulatory-related appointments.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 hit
11
The slide uses a red flag icon to draw attention to the activist thesis regarding accounting irregularities.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · The Reveal1 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
06
The slide uses a timeline-annotated stock chart to build a narrative of corporate malfeasance.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
07
The slide uses a red flag icon to draw attention to the primary claim.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
08
Includes screenshots of legal complaint documents with red underlines highlighting key allegations of fraud and misrepresentation.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
09
The slide uses a vertical red arrow to indicate a downward trajectory or negative outlook, reinforcing the 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
10
The slide uses a vertical red arrow on the left to imply a downward trajectory or 'downside' thesis.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
11
Uses a vertical red arrow as a visual anchor for the five key points.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
12
Uses a red flag icon to signal accounting concerns.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
13
Spruce Point Capital Management branding.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
14
Uses a red flag icon to signal a warning/contradiction.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
15
Uses red boxes to highlight the specific data points in the tables that contradict each other.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
16
Uses a red box callout to highlight the specific line item in the table that contradicts the investor presentation claim.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
17
The slide uses a red box to highlight the specific row for Alpha Metallurgical Resources Inc (AMR) in the table.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
18
The slide highlights a potential overstatement of production, revenue, and inventory by AMR.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
19
The slide highlights that mines 5 and 6 had negligible production in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit
20
The slide highlights a discrepancy where mines listed as inactive produced coal in 2021.Alpha Metallurgical Resources, Inc. (AMR) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · The Reveal1 hit