Matching slides 11,188
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6,391-6,420 of 11,188

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41
The slide uses a comparison frame to contrast detailed 2021 methodology with vague 2024 disclosures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
42
Uses a comparison of Q1'25 vs Q3'25 SEC filings to show the evolution of risk disclosure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · So What Cascade1 hit
43
This is a section divider slide from an activist investor deck (Spruce Point Capital Management).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
44
The slide uses a table to show M&A activity and a 2x2-style layout to show the original capital allocation priorities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
45
Uses a side-by-side comparison to highlight the similarity between past fraud and current corporate actions.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
46
Uses screenshots of official SEC documents to substantiate claims of corporate malfeasance.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
47
The slide uses red highlighting to emphasize negative sentiment in the interview quotes.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
48
Uses visual evidence (screenshots) to highlight a discrepancy between corporate claims and current product availability.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
49
Uses a timeline-style table to highlight the shift from specific growth metrics to vague qualitative statements.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
50
Uses screenshots of e-commerce search results to demonstrate competitive disadvantage (Kidde promotion).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
51
Uses a contrast-pairs framework to highlight the gap between corporate narrative and expert reality.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
52
The slide uses a table to demonstrate a mathematical gap in reported acquisition revenue, suggesting potential accounting irregularities.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
53
The slide uses a 'before-after' or 'claim-vs-reality' structure common in activist decks to set up a critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
54
The slide uses red highlighting to emphasize critical negative sentiment and key points within the interview quotes.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
55
The slide uses a 'quote-vs-reality' structure to highlight competitive risk.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
56
The slide uses red highlighting to emphasize critical negative feedback regarding DIY competition, product roadmap, dealer relations, and commercial market expansion.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
57
The slide uses a table to demonstrate lack of growth in key metrics like 'Homes' and 'Distributor/Dealer Integrators' over several years.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
58
Uses a red star annotation to mark the 'REZI Closes Snap Deal' event on both charts.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
59
The slide uses a red star to mark the deal closing date and a red arrow to highlight the downward trend.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
60
Uses a visual comparison of three e-commerce screenshots to expose price discrepancies.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
61
Uses a side-by-side screenshot comparison to highlight the disadvantage of buying through ADI versus direct from the manufacturer.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
62
The table highlights two specific examples of consolidation: Bravas LLC (2019) and Daisy (2024-2025).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
63
Spruce Point Capital Management branding.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
64
Uses a split-screen layout: left side defines the categories and their 2022 sales/TAC; right side provides a timeline of management quotes highlighting the contradiction.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
65
Uses a combination of a data table and a website screenshot to prove inventory bloat.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
66
The slide uses a table format to present chronological quotes from management to set up a future critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
67
The slide uses color coding (yellow/red) to emphasize the recent decline in growth rates.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
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