Medtech and Microcaps

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Liquidia (LQDA): Opportunity in uncertainty
What do Martin Shkreli, the co founder of 10 billion dollar pharma co., hedge funds and day traders have in common?
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Stereotaxis: High Upside Bet on Execution
The turnaround is in its infancy, but has the ability to run
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CVRX: Quality CEO, product, but high risk investment.
The device is great, but the trial results could disappoint.
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Q1 portfolio Update:
Are you being Gaslit?, Thinking IS working, and reviewing Myomo, Performant, and Semler.
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CLPT: Putting numbers to the story.
A long term stock limited by capacity, building a surgical platform with an exciting drug delivery business, new innovations on the horizon, too…
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ZYXI: A case study
ZYXI was one of the biggest winners over the last five years nearly returning 100x: what did it look and feel like along the way?
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YE update + Answering SMLR's most asked questions.
Plus some thoughts on Specialists, Individual investors, PFMT, and NEPH
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5
Q3 portfolio Update
Boring isn't inactive, A New Add: $TRMR, Semler Update, 4 stocks on my watchlist: $BFIT, $NEPH, $LEE, $IDXG
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Medtech and Microcaps
Medtech and Microcaps
One new idea/one deep dive on a medical device company per month. Merging qualitative and quantitative research to bring a new view to investing.

Medtech and Microcaps

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