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  "docSlug": "jarvis-politan-capital-masimo-presentation-may-2023",
  "documentTitle": "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": 68,
  "pageCount": 74,
  "prevPage": 67,
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  "notes": "The slide uses a 'False Claim vs Reality' structure to discredit the Board's narrative.",
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      "text": "Following Politan’s introductory meeting with Masimo management, the Board refused to meet and immediately enacted entrenching bylaws.\nThe Board used our 1 hour meeting with management as a litigation tactic:\n- Depose Politan employees for ~40 hours.\n- Subpoena individuals suspected of being Politan limited partners.\n- Seek extensive and inappropriate discovery into Politan.\nThe evening before deposing Politan employees, the Board invited Politan to meet one director but never followed through once an NDA was put in place.\nCalled Mr. Koffey and told him under no scenario would he be added to the Board.\nBoard sought to once again use a meeting as a litigation tactic by only agreeing to interview Mr. Koffey if not under NDA.",
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      "kind": "other",
      "text": "Reality: Board has refused to ever meet with Politan despite our repeated requests.",
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      "kind": "other",
      "text": "Masimo’s False Claim: Masimo made effort to engage.",
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      "kind": "quote",
      "text": "We gave Mr. Koffey multiple opportunities to work with us...",
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      "kind": "subtitle",
      "text": "Appendix: Correcting the Record",
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      "kind": "title",
      "text": "Board Refused to Ever Meet Politan\nUses Meetings as Litigation Tactic",
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      "evidence": "Slides agitate the problems by providing evidence and critique.",
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      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "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",
      "confidence": 0.7,
      "description": "Show the gap between two states to drive urgency or highlight opportunity"
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      "objective": "Highlight risks of not changing Masimo's governance.",
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      "description": "Quantify what happens if the audience does nothing"
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