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Expose Contradiction
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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
61
The slide uses a timeline structure to contrast Masimo's public announcements with their private actions, specifically highlighting the conflict regarding board interviews and confidentiality.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
63
The slide uses a quote from Gordon Haskett to frame the argument against Masimo's management.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
65
Uses a bar chart to visually demonstrate the 19x difference in market impact.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
66
Uses a bar chart to demonstrate the decline in ROIC over time, highlighting the impact of tax rates and royalty adjustments.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
67
Politan Capital Masimo Presentation May 2023Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
68
The slide uses a 'False Claim vs Reality' structure to discredit the Board's narrative.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
72
Uses a 'False Claim vs. Reality' structure to undermine the company's stated position.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
73
Uses a 'False Claim vs. Reality' structure to highlight hypocrisy.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · AgitateLoop · Tale Two Worlds1 hit
03
The slide uses a comparison table to show that the ISS policy recommendation remains unchanged despite the fund's actions.Saba Eaton Vance Presentation December 2020 · saba-eaton-vance-presentation-december-2020
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
05
Uses a cartoon of a person holding their head to emphasize the negative financial situation.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
09
Uses a table to contrast country-specific launch timelines and a callout box to highlight the discrepancy.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
11
Includes a cartoon illustration to mock the company's logic.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
12
Uses a callout box to point to the contradiction in the 1st wave progress metric.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
13
Uses a visual map and a red arrow to highlight the absurdity of the claim.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor Beat · Expose Contradictions1 hit
16
The slide uses red dashed boxes to visually group 'Against' and 'Abstain' votes, emphasizing the lack of support.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
17
Uses a Bon Jovi lyric as a rhetorical device to frame management's broken promises.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
18
Uses a visual metaphor of burning money to suggest wasted resources on ineffective IR tactics.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
19
Uses a comparison table and a callout box to frame the spending as wasteful and misaligned.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
21
Uses cartoon imagery (mailbox, question mark person, meeting table) to illustrate the logistical gap.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
22
Sarissa Amarin Presentation February 2023Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
24
Uses a 'before-after' style layout to contrast public narrative with private reality.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
27
Uses a meme to illustrate the gap between words and actions.Sarissa Amarin Presentation February 2023 · sarissa-amarin-presentation-february-2023
Activist deck Activist investor 1 hit
21
The slide uses a callout box to highlight the discrepancy between headcount growth and revenue growth.Starboard Value Wix Presentation October 2022 · starboard-value-wix-presentation-october-2022
Activist deck Activist investor Beat · Problem & Complication1 hit
11
The slide uses a callout box to pivot from the board's refusal to a direct question about shareholder intervention.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor 1 hit