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  "documentTitle": "Resideo Technologies, Inc. (REZI)",
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  "authorName": "Spruce Point Capital Management",
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  "presentationDate": "2026-01-27 00:00:00",
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  "notes": "Uses a quote-vs-data structure to highlight management failure.",
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      "text": "The former CFO talked up REZI's water and air business in 2021 by saying it had identified attractive areas for growth. Fast forward to today, it's now obvious the growth never materialized.",
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      "text": "Our recently completed P&S strategic planning process identified several attractive categories for growth, including water, indoor air quality and cross-platform solutions. — Former CFO",
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      "text": "Source: REZI SEC filings",
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      "text": "Other Growth Opportunities Haven't Panned Out",
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