{
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  "docSlug": "jarvis-politan-capital-masimo-presentation-may-2023",
  "documentTitle": "Politan Capital Masimo Presentation May 2023",
  "authorId": "politan-capital-masimo-presentation-may-2023",
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  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2023-05-01 00:00:00",
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  "pageNumber": 37,
  "pageCount": 74,
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  "slideType": "expose_contradiction",
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  "density": "balanced",
  "nDataPoints": 15,
  "notes": "The slide uses a red dashed box to highlight the lack of 'Shares Purchased' and the high percentage of 'Shares Sold'.",
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  "slideHref": "/slides/019f6b8f-539e-76ae-9e05-c3ee7dac0544/37",
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  "components": [
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      "kind": "paragraph",
      "text": "Not a single independent director has ever bought stock in Masimo. Not even after approving the Sound United acquisition and the resulting share price collapse.",
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      "kind": "source-note",
      "text": "Company filings, Bloomberg.",
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      "kind": "table",
      "text": "Table showing Cohen, Mikkelson, Reynolds, Shimer, and Total across Shares Purchased, Shares Sold, and Current Stock Ownership.",
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      "kind": "title",
      "text": "Independent Board Members Have Never Bought Stock... Ever, Not Even After Sound United Collapse",
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      "evidence": "Focuses on board member stock ownership and alignment with shareholders.",
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      "evidence": "Slides agitate the problems by providing evidence and critique.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
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  "loops": [
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      "name": "Tale Two Worlds",
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      "bestFor": "Competitive analysis, benchmarking, case for change",
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      "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",
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      "name": "Cost Of Inaction",
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      "evidence": "Slides discuss risks of inaction.",
      "position": 1,
      "objective": "Highlight risks of not changing Masimo's governance.",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
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