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The downside of upside

There is no question even with Covid the markets have been on a roll. After taking an initial hit the markets have come roaring back hitting new highs. This is great news for investors of course but there is a downside to all this goodness. It provides the fuel companies need to stay alive even when their product and/or service doesn’t stand an ice cubes chance in hell of being...

Every day is Labor Day

Before we get into the gist of today’s post, we’d like to wish everyone a great Labor Day weekend and to our fellow tribe members a happy, healthy and prosperous New Year. We’d also like to thank the many who have already donated for my upcoming triathlon which goes off next Sunday September 12 here in beautiful San Diego. Please check out doingitthreeways.com and please donate if you can as...

Value destruction

Looking at the results released by Medtronic this morning it’s difficult to find a silver lining among the very dark clouds. You know the diabetes unit has major issues when the company highlights growth in emerging markets which is nice until you consider the size of these markets. Domestically sales fell 15% while in developed markets outside the US sales grew an anemic 6.2%. The company seems to believe that their...

New failure same problem

There’s a sign in the office here that says, “If it was easy everyone would do it”. While it wasn’t directed at our wacky world it sure as hell could have been. News is circulating that Google, yes Google, while still in healthcare is restructuring their initiatives. So far, we have not heard if this latest restructuring impacts Verily, the company’s life sciences unit which was supposed to go public...

Data or Dollars

In our continuing quest to educate we thought it best to provide some perspective on the difference between drugs and devices when it comes to investing. We felt this was timely as recently we have seen more money flow into the CGM wannabe arena. Now in the interest of fairness we shall not provide the names of the companies which received money, nor will we embarrass the fools who invested...

An upside-down Unicorn

It’s not often that we get to be right twice about anything so on these rare occasions, these Unicorn events Momma Kliff said it’s ok to brag. Yesterday Teladoc closed below $140 and continues to fall today. Since March 24, 2020, the stock has fallen over 17% over that same time span the S&P 500 has DOUBLED. Since February 15 of this year the stock has fallen almost 50% and...

The pink elephant with polka dots

Before I begin today this is one post, I will encourage you to share as I truly hope to prompt a debate with a somewhat controversial point of view. Not like we have shied away from taking controversial positions in the past, but this the subject matter has nothing to do with the industry of diabetes rather the patients themselves. We call this the pink elephant with polka dots as...

Which story is it?

Looking over the results and reading the transcript we can’t exactly figure out which story goes with Senseonics. Is it the little engine that could as it remains around despite very difficult odds? Or is Senseonics Dead Man Walking? Just look at some of things said yesterday: “Through the first half of the year, the global commercial partnership integration has progress to Ascensia taking full commercial operations, and we have collaboratively...

Becoming clearer everyday

First, we owe an apology to the folks at Tandem who reported solid earnings last week and we missed the call. Now we’re not sure how that happened and contrary to rumors happy hour had nothing to do with this. We’d like to promise that this won’t happen again, but Momma Kliff told us never to make a promise you are not sure you can keep. So, let’s say we...

The Street is WRONG

Let’s get to the point quickly today as it is Friday and I know everyone wants to get an early start on the weekend– the street is dead wrong about Insulet and any sell off in the stock is a great opportunity for investors to jump in. While we didn’t listen to the call, we did read the transcript and nothing the company said was unexpected that is if people...