slides · global inventory
Fraud Exposure
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,793
Current window 4,381-4,410
Pages 227
Rows per page 30
Framework
4,381-4,410 of 6,793
42
The slide uses a screenshot of a betting platform to point out a massive discrepancy in reported handle figures.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
44
The slide uses red boxes to highlight specific odds and timestamps to suggest a direct comparison of market efficiency or pricing.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller 1 hit
07
This is a classic activist short thesis slide, combining forensic accounting allegations with operational critique.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller 1 hit
10
The slide uses a '3' icon, suggesting it is part of a series of 'troubled acquisitions' slides.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
12
The slide uses a '5' icon, likely indicating this is point #5 in a larger activist presentation.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · AgitateLoop · Iceberg1 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
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
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
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
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
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
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
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
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
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
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