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slides · global inventory

Problem Agitate Solution

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

Search Insights JSON Unlock
Matching slides 26,550
Current window 16,741-16,770
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

16,741-16,770 of 26,550

filter-aware
68
Uses a 'nothing' callout to highlight the absence of data as a negative signal.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
69
Uses a quote-vs-data structure to highlight management failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
70
The slide features the Spruce Point Capital Management logo (the pine tree).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
71
The slide uses a table to highlight frequent executive turnover as a red flag for financial reporting inconsistencies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
72
The slide uses a red box to highlight the specific line item 'Restructuring, impairment and extinguishment costs, net' in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
73
The slide uses a table to compare cash taxes vs. provision for income taxes to highlight a discrepancy.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
74
The slide uses evidence from auditor reports to suggest potential governance or financial reporting risks.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
75
The slide uses a table to contrast pre-acquisition financials with post-acquisition reporting, specifically highlighting inventory changes and the extension of amortization periods for customer relationships.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
76
Uses a testimonial from a VP at a large public security company to validate the 7-8 year industry standard.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
77
The slide uses a 'Spruce Pt. Adj. Pre-Tax Earnings' row to highlight the discrepancy between reported and adjusted figures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
78
The slide uses a 'before-after' style logic to show that the company's provided explanations for revenue and EBIT declines do not sum up to the reported totals.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
79
The slide uses a 'before-after' style comparison across three distinct reporting periods to demonstrate obfuscation.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
80
The slide uses a table to compare property counts across segments (P&S vs ADI) over four years, with callouts explaining the discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
85
This is a transition or thesis slide featuring the Spruce Point Capital Management logo.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · SolutionLoop · Quick Win Big Bet1 hit
86
The slide uses red arrows and callouts to highlight the decline in ownership percentage and the introduction of deferred share units as negative indicators.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
87
Uses SEC Form 4 data to contrast the sale date with the company's official announcement date and the trading plan's disclosed window.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
88
The slide uses a yellow callout box to frame the narrative of the data table below it.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
89
The chart uses a dashed blue line to indicate the historical median multiple of 0.658x.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
90
The table demonstrates a bridge from Street valuation to Spruce Point's adjusted valuation by reclassifying convertible preferred stock and adding specific liabilities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
91
The slide uses a comparison table to highlight that REZI's valuation multiples are high relative to its operational performance metrics compared to peers.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
92
The slide uses a split-table format to compare two different business segments of Resideo against their respective peer groups.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
93
The slide uses a sum-of-the-parts (SOTP) valuation approach to justify a bearish thesis.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Solution1 hit
02
The slide uses a comparative historical analogy (Seldane) to frame the current safety concerns as a 'tragedy in the making'.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
03
This slide appears to be part of a Citizen Petition or regulatory filing challenging the safety profile of a drug.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
04
This appears to be a page from a regulatory petition or legal filing challenging the approval of a drug.Harmony Biosciences (HRMY) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Pattern Hunter1 hit
02
This is a page from a regulatory petition or report alleging corporate misconduct and safety risks.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Problem & Complication1 hit
03
This is a regulatory petition document page. It outlines specific allegations of off-label use ('back to base') and device failure, followed by a formal list of requested regulatory actions.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · ComplicationLoop · Cost Of Inaction1 hit
04
This is a page from a formal Citizen Petition to the FDA.TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Evidence & Proof1 hit
05
TransMedics (TMDX)TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Evidence & Proof1 hit
06
TransMedics (TMDX)TransMedics (TMDX) · Kir Kahlon
Regulatory filing Short seller Beat · Evidence & Proof1 hit