August 20, 2025
Yep, talent wins
I know everyone is probably sick of me saying how important having a talented management team is. That it can make the difference between winning and losing. That good management combined with a solid portfolio leads to very good things. I keep saying this because it just happens to be true. Well, here is another example.
Long ago I accurately predicted that CGM would transition from a diabetes management tool to a general health and wellness tool. That using CGM to help with weight loss would be the first application beyond diabetes. That given the cost of GLP1 therapy payers . . .
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