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60,391-60,420 of 60,568
13
Includes a memo section sensitizing the year in which unitholders seek 100% liquidity.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
17
Includes statistical benchmarks (25th, 50th, 75th percentiles) and trailing averages.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · FinancialsLoop · Hypothesis Test1 hit
18
Includes disclaimer about preliminary draft and source attribution.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · FinancialsLoop · Hypothesis Test1 hit
19
Includes PWP branding and source/note disclosures at the bottom.Perella Weinberg Oaktree Presentation Dec 2018 · perella-weinberg-oaktree-presentation-dec-2018
Activist deck Activist investor Beat · FinancialsLoop · Hypothesis Test1 hit
13
The slide uses negative percentages to highlight underperformance relative to benchmarks.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
15
Uses a combination of a bar chart for short-term relative performance and a table for long-term TSR comparison.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
18
The slide uses a dashed box to visually group the 'Adjacent Market Efforts' as a distinct, loss-making category.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
21
The slide uses a combination of a line chart showing projected growth ranges and a table showing the specific 2022 variance.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
22
Uses a comparison table to contrast previously disclosed metrics with current refusal to disclose, linking them to the inability to track specific business areas.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
24
Uses a quote from an Analyst Day to establish the baseline target, then contrasts it with actuals in a table.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
30
The slide uses a waterfall-style bridge to isolate the implied value of the consumer segment.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
31
Uses a quote from the CEO to highlight a contradiction between stated intent and actual performance.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
37
The slide uses a red dashed box to highlight the lack of 'Shares Purchased' and the high percentage of 'Shares Sold'.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
40
The slide uses a red-box list format to highlight 'dead hand' provisions and governance failures.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
42
Includes a direct quote from Mr. Kiani's deposition and a reference to an 8-K filing.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
45
The slide uses a comparison table structure to frame the current conflict as part of a recurring behavioral pattern.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
48
The slide uses a table-like structure to contrast board announcements with reasons for their ineffectiveness.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
51
Uses contrast-pairs to frame the nominee as the superior choice.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
52
Uses a contrast-pair structure to highlight the nominee's strengths against the incumbent's perceived weaknesses.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
64
The slide uses a 'False Claim vs. Reality' structure to directly refute a specific quote from Masimo management.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
69
Uses a 'False Claim vs. Reality' structure to highlight governance failures.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
70
Uses a 'Masimo May Say' vs 'Reality' framework to preemptively address and refute company narratives.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
71
Uses a 'Masimo's False Claim' vs 'Reality' structure to preemptively address the narrative that the activist is anti-innovation.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
10
Includes specific technical metrics for polymer degradation (CI, Mw, Mn).Polymateria Pitch Deck · polymateria-pitch-deck
Pitch deck Investor relations Beat · Solution1 hit
13
The actual data values are redacted with black boxes.Precursor Fund III Presentation Q3 2020 Edited for Signature Block · precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Pitch deck VC research Beat · ProductLoop · Zoom In1 hit
15
The slide contains a large blacked-out area with an 'X' indicating redacted or placeholder content for a table of exit data.Precursor Fund III Presentation Q3 2020 Edited for Signature Block · precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Pitch deck VC research Beat · Business Model1 hit
20
The actual data values are redacted with black boxes.Precursor Fund III Presentation Q3 2020 Edited for Signature Block · precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Pitch deck VC research 1 hit
22
The table is redacted with a large black box.Precursor Fund III Presentation Q3 2020 Edited for Signature Block · precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Pitch deck VC research 1 hit
23
The data area is redacted with a black box.Precursor Fund III Presentation Q3 2020 Edited for Signature Block · precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Pitch deck VC research 1 hit
35
Precursor Fund III Presentation Q3 2020 Edited for Signature BlockPrecursor Fund III Presentation Q3 2020 Edited for Signature Block · precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Pitch deck VC research Loop · Cost Of Inaction1 hit