Matching slides 9,820
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3,721-3,750 of 9,820

filter-aware
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
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
69
The slide uses a red flag icon to emphasize the activist's skepticism of analyst rigor.Broadridge Financial Solutions, Inc. (BR) · Ben Axler
Activist deck Short seller Loop · Cost Of Inaction1 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
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
69
The slide uses a red flag icon to highlight the competitive threat of Jaanuu and includes a red box on the line chart to emphasize the recent divergence in search momentum.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
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
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
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
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
51
The slide uses a mix of narrative summary and specific strategic highlights (acquisitions and production expansion) to frame the competitive threat.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Evidence1 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
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
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