{
  "docId": "019f6b8f-539e-76ae-9e05-c3ee7dac0544",
  "docSlug": "jarvis-politan-capital-masimo-presentation-may-2023",
  "documentTitle": "Politan Capital Masimo Presentation May 2023",
  "authorId": "politan-capital-masimo-presentation-may-2023",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-05-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 25,
  "pageCount": 74,
  "prevPage": 24,
  "nextPage": 26,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a timeline for mission statements and a bubble-based growth diagram for the product portfolio to visualize 'mission creep'.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-539e-76ae-9e05-c3ee7dac0544/25",
  "deckHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544",
  "deckJsonHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544.json",
  "deckAnchorHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544#slide-25",
  "components": [
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "diagram",
      "text": "Ever Expanding Product Portfolio: [Bubble diagram showing increasing number of products over time]",
      "attrs": null,
      "subkind": "other",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1357e534-1956-47cc-a01c-f97faec0c262",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.75,
        "x": 0.2,
        "y": 0.25
      },
      "kind": "list",
      "text": "2009-2011: noninvasive blood constituent patient monitoring solutions... 2012-2017: noninvasive monitoring solutions... 2017-2020: technologies that improve patient outcomes... 2021: technologies that improve patient outcome...outside of the hospital arena. 2022: We are an organization engineered to improve life.",
      "attrs": null,
      "subkind": "timeline-item",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1fecdb2c-6fc2-472b-8b31-969d5309eed3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.58,
        "y": 0.75
      },
      "kind": "quote",
      "text": "As it is our 30th anniversary, we plan to do many things to celebrate. One of those things is our intention to launch a new product every month.",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "03056696-0f95-41dd-8ac5-884d10a78ac5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.2,
        "y": 0.75
      },
      "kind": "quote",
      "text": "We have been introducing about a dozen... new products per year and three to four of them each year for brand new markets.",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "84ad0fe6-e8cb-4612-b35d-0367ff3b8139",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Company filings and transcripts.",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7ba448bb-1d32-427a-9971-11ec34f6bf30",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.05,
        "y": 0.09
      },
      "kind": "title",
      "text": "Meanwhile, Masimo Continues Concerning Pace of New Product Launches...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b755964e-ef89-40a8-ab76-f743c8cca022",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "mission-creep",
      "slug": null,
      "matchId": "3efc8bda-61c4-4379-b310-816b3b14e41c",
      "evidence": "Comparison of mission statements over time showing broadening scope",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 32,
      "from": 1,
      "beatId": "febe0fc3-8a3f-456c-b2fb-3e767be57894",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Problem",
      "beatSlug": "problem-agitate-solution-problem-identify-pain",
      "evidence": "Slides present various problems with Masimo's governance and performance.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 74,
      "from": 7,
      "name": "Tale Two Worlds",
      "slug": "04-tale-two-worlds",
      "bestFor": "Competitive analysis, benchmarking, case for change",
      "matchId": "8ac2d1c6-fe19-4e99-b67e-07ec97f479ea",
      "evidence": "Slides contrast current performance with potential benefits of change.",
      "position": 0,
      "objective": "Contrast Masimo's performance with potential under new governance.",
      "structure": "Current State -> Desired State / Benchmark -> The Gap & Implication",
      "confidence": 0.7,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}