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Campaigns / Spruce Point Capital → Generac Holdings, Inc.
Spruce Point Capital vs. Generac Holdings, Inc.

Generac Holdings, Inc. · GNRC

1 deck published between 2022-06-22 and 2022-06-22 — 145 pages, 145 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-06-22 initial thesis

    2022 06 64e79c5e2e62107f99ec66e4_gnrc_research_thesis_6 22 2022 compactado_1

    145pp · full_deck

    Generac is a COVID-era generator beneficiary masking collapsing core demand and a string of shady clean-energy acquisitions; Spruce Point sees 40-50% downside to $110-$132/share.