Resideo Technologies (REZI)
Published 2026-02-05 • by thebearcave
Thesis Summary
Detailed Deep Dive
Spruce Point Capital published on Resideo Technologies (NYSE: REZI — $5.13 billion), a home security solutions company. Spruce Point raised concerns about the company’s accounting and said its plan to split into two separate publicly traded companies fails to address “weakening competitive positioning [and] diminished growth vectors.”