Sitemap - 2021 - Bio Breakdowns
Stereotaxis ($STXS), A baby Intuitive Surgical?
Data I/O (DAIO): Buy for Cyclicality tailwinds, Security is the gravy
Intuitive Surgical Deep Dive: Aimed for the Heart, Hit the Prostate
Q2 Portfolio Update and thoughts on borrowed Ideas
Performant Financial (PFMT): All in on a growing Healthcare business.
Viemed part 2: Medicare Risks and a spotlight on rising costs for ventilators
Redbubble: COVID Boosted Bust or Strong Marketplace Business?
Use of the Price/Sales Ratio and an April Portfolio Update
Some Links, Thoughts, and memes
Some Thoughts, Links, and a Watchlist
Acacia Research Group (ACTG) 'Quickie' Trade