Outset Medical, Inc. ($OM) - Reporting earnings Wednesday (5/4) afternoon

The company revolutionizing home dialysis. I'm very excited about the future of this company.

Here's what I'm looking for:

Current position:

Total cost basis: 65th highest in my portfolio

Time since first buy: 1.34 years

Number of purchases since: 3

Annualized return: (26.9%)

Annualized $SPY return: 6.5%

Annualized $QQQ return: (0.8%)

STAAR Surgical Company ($STAA) - Reporting earnings Wednesday (5/4) afternoon

Ooh boy, has STAAR contracted on their multiples. Regardless, they continue to innovate. On March 28, they announced FDA approval for the EVO/EVO+ Visian® Implantable Collamer® Lens for the correction of myopia and myopia with astigmatism and 9 days later announced the first US implant. This lens has already been available outside the US. The US was just 4.3% of their $230MM. The runway is long.

Here's what I'm looking for:

Current position:

Total cost basis: 80th highest in my portfolio

Time since first buy: 0.69 years

Number of purchases since: 0

Annualized return: (69.2%)

Annualized $SPY return: (10.4%)

Annualized $QQQ return: (20.1%)

Silk Road Medical, Inc ($SILK) - Reporting earnings Wednesday (5/4) afternoon

Just two days ago Silk Road announced the FDA approval of expanded indications for the ENROUTE® Transcarotid Stent System. I didn't understand the full implications of this so I showed my doctor wife and she said it's a big deal. I guess that's why Silk Road was up 14% of Monday.

Here's what I'm looking for:

Current position:

Total cost basis: 80th highest in my portfolio

Time since first buy: 0.69 years

Number of purchases since: 1

Annualized return: (28.7%)

Annualized $SPY return: (10.3%)

Annualized $QQQ return: (20.0%)