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The slide uses strong, emotive language ('throwing in the towel', 'long-suffering', 'truly jarring') to frame the management team as antagonists.Palliser Capricorn Presentation October 2022 · palliser-capricorn-presentation-october-2022
Activist deck Activist investor Beat · Agitate1 hit
07
Includes two quotes from external sources (Masimo IR and Wolfe Research) to validate the 'crisis of confidence' thesis.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
28
The chart uses a diagonal axis to represent 'Moving away from core' as competitive intensity increases and competitive advantage decreases.Politan Capital Masimo Presentation May 2023 · politan-capital-masimo-presentation-may-2023
Activist deck Activist investor Beat · ProblemLoop · Tale Two Worlds1 hit
20
Uses a screenshot of a Business Insider article as evidence of competitive pressure.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
44
Uses a combination of bar chart, table, and rhetorical questions to highlight a strategic gap.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit
49
Uses an org chart to visualize complexity and a quote to support the 'diversification discount' thesis.ValueAct Seven i Holdings Presentation February 2022 · valueact-seven-i-holdings-presentation-february-2022
Activist deck Activist investor Beat · Impact & Next Steps1 hit