Sachiv's avatar
$382.1k follower assets
Medtech
$SWAV continues to grow top and bottom line. One of the best recs recd and held since 2020. Looking forward to the next few Qs by $ISRG and $INSP, as well as a solid product roadmap execution by $RBOT #medtech #roboticsurgery
Steve Matt's avatar
I also own the first 3 and have Vicarious on my watchlist. Also own $SILK, $BFLY, $DMTK, $OM, and $TMDX. I think the medtech industry is my favorite to invest in. So much revolutionary stuff can come from there.
Sachiv's avatar
@interrobangbros agree. But trying to learn how to differentiate between mgmt who can execute and those who are aspiring but can’t implement…sold out of $BFLY around the $8-10, down from a high of $20 something and cost basis of $15-17! Will review $TMDX and $OM for my portfolio the next few months to see if it’s worth entering into. To be honest 2022 is a cleanup year from all the mistakes that were “floating nicely” in the rising tides!
Steve Matt's avatar
@passiveinvestor My BFLY position is quite small so I’m holding and hoping. I’d recommend OM over TMDX as OM is a big further along but TMDX’s tech could be more revolutionary according to my wife who is a doctor and surgical resident. Let me know if you have any other medtech positions that I didn’t mention. Always on the lookout for now opportunities!

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