Todd Wenning Presentation at MOI Best Ideas Omaha

7 June 2022 | by Ensemble Capital

At the recent 2022 Berkshire Hathaway annual meeting weekend in Omaha, senior analyst Todd Wenning presented our current thesis on Masimo at the MOI Best Ideas conference.

Among other topics, Todd discussed our thoughts on the controversial acquisition of Sound United, a consumer audio business. The $1.025 billion deal raised questions about Masimo’s future business model, which had previously been concentrated on its in-hospital operations.

You can listen to the 13-minute audio recording and view the slideshow presentation by clicking here.

For additional thoughts on Masimo, please see the following blog posts: MASIMO: DOING WELL BY DOING GOOD and WEBINAR TRANSCRIPT: MASIMO UPDATE.

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