slides · global inventory
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Matching slides 60,568
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26,281-26,310 of 60,568
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
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47
The slide uses red highlighting to emphasize negative sentiment in the interview quotes.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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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
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51
Uses a contrast-pairs framework to highlight the gap between corporate narrative and expert reality.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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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
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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
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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
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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
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62
The table highlights two specific examples of consolidation: Bravas LLC (2019) and Daisy (2024-2025).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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65
Uses a combination of a data table and a website screenshot to prove inventory bloat.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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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
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67
The slide uses color coding (yellow/red) to emphasize the recent decline in growth rates.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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68
Uses a 'nothing' callout to highlight the absence of data as a negative signal.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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69
Uses a quote-vs-data structure to highlight management failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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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
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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
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74
The slide uses evidence from auditor reports to suggest potential governance or financial reporting risks.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
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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
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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
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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
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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
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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
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81
The slide uses direct quotes from SEC filings to demonstrate the shifting accounting treatment.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
The slide uses a red box to highlight the 'No Longer Disclosed' section of the table.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
The slide uses a table-like structure to highlight discrepancies between Q1, Q2, and Q3 2023 reporting.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 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
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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
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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
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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
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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