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  "docSlug": "jarvis-politan-capital-masimo-presentation-may-2023",
  "documentTitle": "Politan Capital Masimo Presentation May 2023",
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  "presentationDate": "2023-05-01 00:00:00",
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  "pageNumber": 70,
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  "notes": "Uses a 'Masimo May Say' vs 'Reality' framework to preemptively address and refute company narratives.",
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      "kind": "paragraph",
      "text": "We have no preset agenda, but change is needed to fix Masimo’s broken corporate governance that has resulted in a deeply discounted valuation and an inability to profitably innovate and grow.",
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      "kind": "quote",
      "text": "So you stuck with us for so many years, please stay with us longer.",
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      "kind": "quote",
      "text": "[T]he Sound United acquisition increases our total market potential from $12 billion annually to over $180 billion.",
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      "kind": "title",
      "text": "Proxy Contest Is About Lack of Board Oversight and Concern Over Capital Allocation, Not Sound United",
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