REZI Resideo Technologies, Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
19:43
Feb 26
Feb 26
CNBC
The speaker discusses "hard companies" like Phinia (powertrain/turbochargers) and the Honeywell thermostat spin-off (Resideo). He notes Phinia trades at ~13x earnings and benefits because the transition to full EVs is slower than expected, keeping hybrids and ICE vehicles relevant. The market priced these legacy industrial spin-offs as if their terminal value was zero due to the EV transition. As the EV timeline extends, these cash-generative "boring" businesses re-rate higher because their runway is longer than the market anticipated. LONG. "Hard economy" value plays with low expectations. Accelerated adoption of full EVs rendering ICE technologies obsolete faster than predicted.
REZI
Resideo Technologies, Inc.
Long
1ST
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About REZI Investor Commentary
Across the available history and selected sources, Buzzberg tracks REZI (Resideo Technologies, Inc.) across 3 sources: 1 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 33% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Charles Bobrinskoy.