Transistor (https://transistor.fm) https://feeds.transistor.fm/setpoint-resideo The Resideo file: the temperature management declares against the temperature the room actually reaches. Resideo makes the control layer of the home, the thermostats, smoke and carbon monoxide alarms, water and air controls and security panels behind the wall, and now reports as a standalone company for the first time since its 2018 spin from Honeywell. Each episode is the audio edition of a written director-grade briefing: commitments scored against outcomes, price moves decomposed before they are narrated, and three questions worth bringing to the table. Built entirely from the public record: filings, calls, decks, and the tape. One quarter at a time. (c) Compound Governance, Inc. 57b7fd11-44c9-523c-8835-8c9c767edb23 yes en Mon, 31 Aug 2026 21:43:45 -0700 Mon, 31 Aug 2026 21:44:22 -0700 https://img.transistorcdn.com/xnN55Qh5trXDkQ8un_-rchtPw7AxVhNFA4rwXAlwmes/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kM2Rh/NDMwNGYzOTMwMDdl/NjA2N2U3NDYxNGQz/NWY0ZS5qcGc.jpg episodic Compound Governance, Inc. The Resideo file: the temperature management declares against the temperature the room actually reaches. Resideo makes the control layer of the home, the thermostats, smoke and carbon monoxide alarms, water and air controls and security panels behind the wall, and now reports as a standalone company for the first time since its 2018 spin from Honeywell. Each episode is the audio edition of a written director-grade briefing: commitments scored against outcomes, price moves decomposed before they are narrated, and three questions worth bringing to the table. Built entirely from the public record: filings, calls, decks, and the tape. One quarter at a time. The Resideo file: the temperature management declares against the temperature the room actually reaches. Chris O'Neill No No 1 1 Standalone full 9a6c5bc9-decc-4871-aa54-f71430fa785c https://share.transistor.fm/s/d8f156d3 Three weeks separated Resideo's July 13 Investor Day model, four to five percent a year through 2030, from the first standalone guide written against it: one to three percent for year one. The spin closed August 3, the preferred was reset, the stock gave back a fifth of its value on a day the market rose, and the margin leg of the model is carrying the year while the top line runs at half rate. The implied fourth quarter, the cash the model's own definition does not measure, the two-year leverage clock, a preferred the company cannot redeem until 2028, and the clean-slate third-quarter filing an audit chair inherits. Plus the three questions an outside seat would bring. Produced from the public record only; both voices are synthetic. Not investment advice.

• 0:00 Cold open
• 0:44 The three events, and the tape decomposed
• 3:03 The ledger: margin holds, top line at half rate, the 2021 targets
• 5:05 The fourth quarter, the cash bridge, the preferred
• 7:53 The honesty segment and the clean slate
• 9:49 Speed round and the three questions

]]> Three weeks separated Resideo's July 13 Investor Day model, four to five percent a year through 2030, from the first standalone guide written against it: one to three percent for year one. The spin closed August 3, the preferred was reset, the stock gave back a fifth of its value on a day the market rose, and the margin leg of the model is carrying the year while the top line runs at half rate. The implied fourth quarter, the cash the model's own definition does not measure, the two-year leverage clock, a preferred the company cannot redeem until 2028, and the clean-slate third-quarter filing an audit chair inherits. Plus the three questions an outside seat would bring. Produced from the public record only; both voices are synthetic. Not investment advice.

• 0:00 Cold open
• 0:44 The three events, and the tape decomposed
• 3:03 The ledger: margin holds, top line at half rate, the 2021 targets
• 5:05 The fourth quarter, the cash bridge, the preferred
• 7:53 The honesty segment and the clean slate
• 9:49 Speed round and the three questions

]]> Mon, 31 Aug 2026 21:32:20 -0700 Compound Governance, Inc. Compound Governance, Inc. 673 Three weeks separated Resideo's July 13 Investor Day model, four to five percent a year through 2030, from the first standalone guide written against it: one to three percent for year one. The spin closed August 3, the preferred was reset, the stock gave back a fifth of its value on a day the market rose, and the margin leg of the model is carrying the year while the top line runs at half rate. The implied fourth quarter, the cash the model's own definition does not measure, the two-year leverage clock, a preferred the company cannot redeem until 2028, and the clean-slate third-quarter filing an audit chair inherits. Plus the three questions an outside seat would bring. Produced from the public record only; both voices are synthetic. Not investment advice.

• 0:00 Cold open
• 0:44 The three events, and the tape decomposed
• 3:03 The ledger: margin holds, top line at half rate, the 2021 targets
• 5:05 The fourth quarter, the cash bridge, the preferred
• 7:53 The honesty segment and the clean slate
• 9:49 Speed round and the three questions

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