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slides · global inventory

All filtered slides

Global slide inventory for the active corpus filters, with each row opening the slide detail view.

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Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
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1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs

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Slide collection

127,801-127,860 of 319,975

filter-aware
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
06
Features the Spruce Point Capital Management logo (pine tree).Resideo Technologies, Inc. (REZI) · 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
08
The slide uses a narrative-heavy approach to build a case against the company's management and operational health.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem1 hit
09
The slide uses a 'villain' narrative by linking the current acquisition to historical accounting fraud (Sunbeam/Al Dunlap).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 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
11
The slide uses a red flag icon (labeled '4') to denote a specific point of contention in a larger activist report.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
13
The slide uses a 'red flag' icon to denote the primary thesis point.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
14
The slide uses a timeline-annotated stock chart to highlight key corporate events and failures.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
15
Uses a three-column timeline structure to frame the company's history as a recurring failure.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
16
The slide uses a spruce tree icon, which is the branding mark of Spruce Point Capital Management.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
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
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
30
Uses red lines to visually connect the 2018 metrics to the lower 2024 metrics in the text block.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
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
43
This is a section divider slide from an activist investor deck (Spruce Point Capital Management).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
45
Uses a side-by-side comparison to highlight the similarity between past fraud and current corporate actions.Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 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
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
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
50
Uses screenshots of e-commerce search results to demonstrate competitive disadvantage (Kidde promotion).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit
51
Uses a contrast-pairs framework to highlight the gap between corporate narrative and expert reality.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
55
The slide uses a 'quote-vs-reality' structure to highlight competitive risk.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
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
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
62
The table highlights two specific examples of consolidation: Bravas LLC (2019) and Daisy (2024-2025).Resideo Technologies, Inc. (REZI) · Spruce Point Capital Management
Activist deck Short seller Beat · Agitate1 hit