{
  "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",
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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": 8,
  "pageCount": 74,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 4,
  "notes": "The slide uses a series of callout boxes to present key metrics regarding shareholder behavior.",
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  "slideHref": "/slides/019f6b8f-539e-76ae-9e05-c3ee7dac0544/8",
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  "components": [
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      "bbox": {
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      "kind": "callout",
      "text": "Average holding period of exiting shareholders was 6 years.",
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      "kind": "callout",
      "text": "7 of the top 20 shareholders exited following the acquisition of Sound United.(1)",
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      "kind": "callout",
      "text": "Top shareholders exited at 11x normal levels.(2)",
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      "kind": "callout",
      "text": "Exiting not explained by market trends as Masimo shareholders exited at 6x peer levels.(3)",
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      "kind": "other",
      "text": "Bloomberg. 1. Calculated as the number of beginning top 20 shareholders... 2. Compares top 20 shareholders... 3. Compares top 20 shareholders...",
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      "kind": "title",
      "text": "Many Longtime Shareholders Exited Their Investments in Masimo",
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  "arcBeats": [
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      "beatId": "febe0fc3-8a3f-456c-b2fb-3e767be57894",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Problem",
      "beatSlug": "problem-agitate-solution-problem-identify-pain",
      "evidence": "Slides present various problems with Masimo's governance and performance.",
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      "confidence": 0.8,
      "parentBeatName": "Complication",
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  "loops": [
    {
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      "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"
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  "locked": true
}