Yegor's avatar
$181.8m follower assets
Nice to see a "not so deep dive" is planned :)

Always enjoy reading your letters, feels like its a good way to catch up with you.
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Yegor's avatar
$181.8m follower assets
Quick update before the post
Wanted to share a quick update on portfolio before I’ll be releasing usual monthly update at

(I’m hoping to release it tonight but idk as a bit over the time busy with things)
1 month: +12.17% vs SPY +8.10%
YTD: -6.85% vs SPY -13.28%
From the start 09/20: +52.89% vs SPY +37.86%
Tomorrow is $VMD and $PYPL earnings so things could get even better or much worse, idk 🤷🏻‍♂️
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Yegor's avatar
$181.8m follower assets
Buy the dip $VMD
Viemed is the company I would like to share with you for buy the dip competition.
With recently publish study confirming that company like $VMD can help patients, I think its time to revisit my deep dive on it.
Viemed focuses on disease management and improving the quality of life for respiratory patients through clinical excellence, education and technology. Its service offerings are based on effective home treatment with respiratory care practitioners (respiratory therapists/RTs) providing therapy and counseling to patients in their homes using
cutting edge technology.

Viemed is one of the largest independent non-invasive ventilator providers in the United States with a service coverage area of 46 states in the United States and prospects to grow into the remaining states.
Having majority of the revenue coming from Medicare/Medicaid, Viemed is trying to break in-to VA for another source of independent revenue (they are currently in a pilot with VA to show that they are worth working with)

On the other hand due to getting majority of their revenue from MCR & MCD they are able to withstand (in my opinion) recessions because they income is from government and they are in business of helping ill patients that need $VMD s services be it "good time or bad" in the economy, and elderly population is only keep on growing!
Management has lots of skin in the game, with founders still in the helm and together own about 10% of the company.
Buying back stock, having little to no debt, and growing at around 15%-25% what else could you ask for?
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Yegor's avatar
$181.8m follower assets
Monthly Newsletter 07/07:


Topics: Quote, Portfolio Update, Portfolio Discussion, Comments From Me, GIVEAWAY(s), Sunday Scaries Stock Talk pod, Much More Books, & Monthly Munchies.

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Yegor's avatar
$181.8m follower assets
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Monthly Newsletter 06/07:


Topics: Quote, Portfolio Update, Portfolio Discussion, Comments From Me, More Books, There Is No I In Success, & Monthly Munchies


Check it out and subscribe.
Yegor's avatar
$181.8m follower assets
Monthly Newsletter 05/17:


Topics: Quote, Portfolio Update, Portfolio Discussion, More Books, What’s your “WHY”, & Monthly Munchies.

A great monthly update as always with insightful personal notes :) I've added Modern Monopolies and The Almanack of Naval Ravikant to my reading list. Also really cool that you found the free version of the book on the web. Thanks for sharing Yegor
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Yegor's avatar
$181.8m follower assets
$VMD just released news…
$VMD Company’s Reconsideration appeals determined that approximately 77% of the claims it reviewed were medically necessary and properly payable under Medicare rules and regulations, overturning OIG’s and CMS’s initial recommendations and determinations.
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