April 28, 2025
This does not pass the smell test
During a Senate investigation into Watergate Senator Howard Baker pointedly asked what has become a famous question – What did the President know and when did he know it? While I would not classify the news that Jim Hollingshead has been replaced as Insulet CEO as Watergate level news but the explanation given by the company is starting to stink.
Just to review Mr. Hollingshead officially took over June 1, 2022 – since that time Insulet shares have increased 4.24% - this may not seem like stellular performance until you compare it to Insulet’s peer’s – Medtronic is down 18 . . .
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