August 5, 2022
Did we learn anything?
This recent round of earnings has been particularly revealing yet we wonder is anyone really paying attention. We wonder this often as for reasons unbeknownst to us investors and analysts seem immune to learning. That they focus so heavily on the numbers they forget how those numbers come about and who ultimately is responsible for making them happen. That in the end talent wins and talent at least in the diabetes sector is in short supply.
Here are some examples
1. Tandem vs Insulet and to some extent Medtronic
Momma Kliff used to say success is wonderful but . . .
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