Medtech and Microcaps

Home
Archive
About
New
Top
Discussion
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?
 • 
Adu
1
June 2022
Stereotaxis: High Upside Bet on Execution
The turnaround is in its infancy, but has the ability to run
 • 
Adu
2
CVRX: Quality CEO, product, but high risk investment.
The device is great, but the trial results could disappoint.
 • 
Adu
April 2022
Q1 portfolio Update:
Are you being Gaslit?, Thinking IS working, and reviewing Myomo, Performant, and Semler.
 • 
Adu
6
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…
 • 
Adu
March 2022
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?
 • 
Adu
1
February 2022
YE update + Answering SMLR's most asked questions.
Plus some thoughts on Specialists, Individual investors, PFMT, and NEPH
 • 
Adu
5
November 2021
Q3 portfolio Update
Boring isn't inactive, A New Add: $TRMR, Semler Update, 4 stocks on my watchlist: $BFIT, $NEPH, $LEE, $IDXG
 • 
Adu
1
October 2021
Stereotaxis ($STXS), A baby Intuitive Surgical?
A turnaround story looking to emulate Intuitive Surgical's success. Will it gain traction?
 • 
Adu
1
September 2021
Myomo ($MYO): An Update
Asymmetric outcomes given 50%+ growth for an EV/Sales <5. Updating the Medicare coverage information and charting out profitability.
 • 
Adu
1
August 2021
Transmedix (TMDX) Deep Dive
Founder led Co. moving the transplant world beyond a cooler and at an inflection point.
 • 
Adu
1
Data I/O (DAIO): Buy for Cyclicality tailwinds, Security is the gravy
Multiple tailwinds are aligned for Data I/O leading to near term upside as a speculative position
 • 
Adu
© 2023 Adu
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing