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  "documentTitle": "Politan Capital Masimo Presentation May 2023",
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      "text": "Masimo refuses to disclose revenue or performance metrics for new products and instead points to ever larger TAMs...",
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      "kind": "paragraph",
      "text": "...Irrelevance of these TAMs demonstrated by how they dwarf Masimo’s total company revenues",
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      "text": "Company filings, presentations and transcripts.",
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      "kind": "subtitle",
      "text": "Section 2: Undisciplined Capital Allocation & Unfocused Strategy",
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      "kind": "title",
      "text": "... Justifies Launches, but Avoids Accountability, by Pointing to Ever Larger Addressable Markets...",
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