Matching slides 60,568
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26,251-26,280 of 60,568

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The slide uses a comparison table to highlight feature parity and social media screenshots as proof of the new competitive threat.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
32
The slide uses specific betting examples to demonstrate that as odds become more skewed, the total fee collected per $100 volume decreases.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
35
Includes a Bloomberg terminal screenshot showing revenue estimate revisions.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
36
The slide uses a valuation bridge to calculate equity value and share price under two scenarios (Low Case and Base Case).DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The Victory1 hit
38
The slide provides a step-by-step breakdown of how market share capture percentages are derived using variables A through J.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
Resideo Technologies, Inc. (REZI)Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past successful short-selling/activist campaigns.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a precedent table to establish credibility by showing past successful short/bearish calls.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 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
19
Uses Wayback Machine data to compare 2023 vs 2026 metrics.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
22
Includes a logo grid of industry players.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
25
The slide uses red highlighting to emphasize key negative points about business complexity and competitive threats.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
26
The slide uses red highlighting to emphasize negative operational findings (rat nest, internal rivals, bodies in the closet).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
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
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
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