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slides · global inventory

Metric

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

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Matching slides 79,264
Current window 70,651-70,680
Pages 2,643
Rows per page 30
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18 30 60

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70,651-70,680 of 79,264

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06
The slide uses a red-bordered box for the main thesis and two numbered callouts for specific supporting arguments.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
07
The slide uses a two-part structure with numbered callouts (3 and 4) to highlight specific areas of concern.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
09
The slide uses a 'red flag' icon to emphasize the nature of the discrepancies.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
10
Includes a red flag icon (8) next to the CEO share pledge section.IperionX Ltd. (IPX) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
39
The slide highlights a discrepancy between rising obligations and lack of clear management explanation, linking it to a previous slide's mention of early payments.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
40
The slide uses a table to contrast historical incentive metrics with the current 2024 structure, highlighting the removal of Operating Cash Flow as a key concern.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
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
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
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
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
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
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
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
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