slides · global inventory
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Matching slides 118,471
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80,881-80,910 of 118,471
17
The slide uses a red callout box to highlight the contradiction of splitting up interdependent businesses.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
18
The table lists 16 transactions between 2018 and 2025, showing a mix of PE and corporate buyers.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
20
Uses a table format to contrast historical management quotes against current lack of disclosure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
21
The slide highlights specific concerns about channel dependency and market consolidation via private equity.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
23
Uses highlighted quotes to contrast management's stated goals with the reality of lingering ERP issues.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
24
The slide uses red highlighting to emphasize key criticisms regarding the company's structural integration and operational challenges.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
27
The table attempts to isolate incremental technology spending by adjusting for acquisitions.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
28
The slide uses a yellow highlight row to emphasize the 'miss' metrics, framing the company's forecasting as unreliable.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
29
The slide contrasts 2018 spin-off marketing materials with current, stagnant customer growth data.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
31
Uses red arrows to highlight negative trends in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
32
The slide uses red highlights to draw attention to specific R&D expense drivers and financial figures in the tables.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
33
The slide highlights a potential accounting red flag regarding rebate reserves and revenue quality.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
34
The slide highlights a discrepancy between management's narrative (temporary issues starting Q3'25) and the data (rising stress since Q2'24).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
35
The table uses color-coding (red background) to highlight 'No' entries, emphasizing the reduction in transparency.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
36
The slide uses a red box to highlight the gap between the 'Products & Solutions' segment targets and the actual organic performance calculated in the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Cost Of Inaction1 hit
37
The slide uses a 'Spruce Point Adjusted' methodology to reconcile reported OCF to a lower adjusted figure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
38
The slide uses color-coded text (green) to highlight specific financial line items within the disclosure column.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 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
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
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
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
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
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
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