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Campaigns / Spruce Point Capital → Resideo Technologies, Inc.
Spruce Point Capital vs. Resideo Technologies, Inc.

Resideo Technologies, Inc. · REZI

1 deck published between 2026-01-27 and 2026-01-27 — 93 pages, 93 analysed slides total. Outcome: ongoing.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2026-01-27 initial thesis

    2026 01 697d04193ae8ba71358781d7_rezi_research_thesis_1 27 2026

    93pp · full_deck

    Resideo is an over-levered, serially-disappointing Honeywell spin whose split-up is a 'trust me' distraction from $2bn of troubled M&A and -37% cash-flow decline; 25-50% downside.