$STXS Fantastic analysis that gets STXS's situation exactly right. So if you want to update your STXS insights or get acquainted with STXS for the first time, this is required reading. beyondspx.com/article/stereo…
Back of the Napkin Guide to Insurance
With insurance the terms look complicated but they are not. “Gross premiums written” is just the total sold. If $ROOT sells $100M in policies that is $100M in gross premiums.
But they do not keep it all. If they give $30M to reinsurers…
What kind of institutions bought and what kind sold $ROOT during Q2?
Here is what Gemini Deep Research said when analyzing the buy/sell data:
The primary buyers, such as T. Rowe Price and Capital Research, explicitly define their investment process as one based on deep,…
$ROOT has been popping up on my feed, and I finally took a deep dive. Honestly, the more I looked, the more interesting the story got. Here are a few reasons why I find it so compelling.
Note: I like the business model and opportunity. Not commenting on the valuation etc..
1.…
Fellow $SBET holders, the rage is justified. The screen is spitting in our faces. $SBET sits at about 16.76 on the day, red, while $ETH is ripping around 4,462 and green, and $BMNR is cruising near 44.90 and also green. The company’s own dashboard says NAV per share about 17.90,…
**Delcath Systems ($DCTH) - High Risk, High Reward**
**Market Structure and Size**
Total Addressable Market (TAM): The global liver cancer market, valued at $2.8B in 2022, is projected to reach $7.2B by 2030 (12.5% CAGR). The mUM market is estimated at ~$500M, based on…
Is the Health Care Sector (XLV) Ready for Upside?
Conclusion: The XLV “Bucket” — A Smart Way to Play Recovery
The case for investing in health care is strengthening. Buying the largest, best-in-class industry players — those that dominate the Health Care Select Sector SPDR…
Delcath Systems ($DCTH) - a High Risk High Reward Growing Business
Key revenue contributor: HEPZATO Platform and Treatment Center Expansion
Core Driver: The HEPZATO KIT™, a targeted liver-directed chemotherapy, is Delcath’s main growth engine, accounting for more than 90% of…
Highly recommend anyone holding the shares of $OSCR or prospects of this industry changing company to watch the interview with $OSCR CEO Mark Bertolini
youtube.com/watch?v=3ilpWf…
Key highlights for the $GAMB CEO interview
full link: linkedin.com/posts/stocktwi…
Q1 2025 Performance:
Revenue surged 39% year-over-year to $40.6 million, up from $29.2 million in Q1 2024.
Adjusted EBITDA rose 56% to $15.9 million, with margins improving to 39% from 35% the…
A friend asked me to speak to his investment students, I’m honored. I plan to share why the best investors act rarely, how a few big bets drive most returns, and why knowing when not to invest is just as important as knowing when to swing. What do you guys think?…
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