{
  "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": 74,
  "pageCount": 74,
  "prevPage": 73,
  "nextPage": null,
  "slideType": "closing_ask",
  "function": "closing_ask",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-539e-76ae-9e05-c3ee7dac0544/74",
  "deckHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544",
  "deckJsonHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544.json",
  "deckAnchorHref": "/decks/019f6b8f-539e-76ae-9e05-c3ee7dac0544#slide-74",
  "components": [
    {
      "bbox": null,
      "kind": "list",
      "text": "For Investors: D.F. King & Co., Inc., Ed McCarthy, emccarthy@dfking.com, (212) 493-6952",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3b7fbce9-fd4a-446f-a5c9-5b60b9a69f50",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "list",
      "text": "For Media: Longacre Square, politan@longacresquare.com",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad0e6f08-d139-4280-8362-abd33ad5e437",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "other",
      "text": "Politan Capital Management",
      "attrs": null,
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0a6932c8-fcba-4453-8df3-a245bdb68bfb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "other",
      "text": "ADVANCE MASIMO, www.advancemasimo.com",
      "attrs": null,
      "subkind": "unclassified",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dc7e5aac-5bf4-4bbf-a2a2-473cc3b90769",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "paragraph",
      "text": "We greatly appreciate the support we have heard from shareholders. If you are a fellow Masimo shareholder, please contact us with any thoughts or questions.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d688badb-6471-46a0-a89e-3e07a472d510",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 74,
      "from": 33,
      "beatId": "8f19f50a-ec5d-4c14-ac7f-3321b6093e77",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "Slides agitate the problems by providing evidence and critique.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "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"
    },
    {
      "to": 74,
      "from": 29,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "67895daa-0c54-4b37-beb5-ff84509c324a",
      "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",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}