
I research and share thesis-driven ideas on potential healthcare multibaggers. Not financial advice.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 41 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||

One of the Most Interesting Companies I've Looked At in a While...
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To read our full disclaimer, click here.
The track record so far:
16 ideas published.
47% average peak return since publication. Not the best one. The average.
6 of the 16 - 38% - up 75% or more at some point.
Average i...
It’s been a while since the last update on this company...
To read our full disclaimer, click here.
To read our full disclaimer, click here.
In November, we published a thesis on a profitable healthcare company trading at 71% of cash per share.
In February, with the stock up 30%, we revisited after two key catalysts - a divestiture and...
Up 66% in six weeks. The Q1 print confirms the thesis. And it is not the only idea in the portfolio inflecting at once.
To read our full disclaimer, click here.
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|---|---|---|---|---|---|
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The writers behind this newsletter.
I research and share thesis-driven ideas on potential healthcare multibaggers. Not financial advice.
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