Thanks for sharing! Great video too. I would really like your opinion about iCAD, a m(icro)cap around 42 mill. Primary focus on detecting breast cancer via their AI model, secondary focus on detecting heart disease with AI.
Has been a thesis on the VIC in June '23 but major catalyst: the sale of their therapiesegment was a bummer. Nevertheless has the new CEO transitioned to a subscription based model and the projection to be profitable by Q4 2024. Insider ownership lies at 6%, is that the reason of the low valuation?
Excellent article, Sebastian. I’ve always been a big fan of creating bucket lists for stocks, especially the ones I don’t buy right away. It saves so much time to be able to go back and look at your old notes on a stock 10 years ago to see if anything has changed that made you not want to buy it the first time around.
Thanks for sharing! I hadn't heard of the feeder app before. I also use an A to Z approach. Some screeners will also display stocks with 'incomplete data'. This could mean that it does not screen well and could lead to a slight advantage...
Thanks for sharing! Great video too. I would really like your opinion about iCAD, a m(icro)cap around 42 mill. Primary focus on detecting breast cancer via their AI model, secondary focus on detecting heart disease with AI.
Has been a thesis on the VIC in June '23 but major catalyst: the sale of their therapiesegment was a bummer. Nevertheless has the new CEO transitioned to a subscription based model and the projection to be profitable by Q4 2024. Insider ownership lies at 6%, is that the reason of the low valuation?
Greetings!
Excellent article, Sebastian. I’ve always been a big fan of creating bucket lists for stocks, especially the ones I don’t buy right away. It saves so much time to be able to go back and look at your old notes on a stock 10 years ago to see if anything has changed that made you not want to buy it the first time around.
Thanks for sharing your process! Always interesting to see how other investors go about finding potential investments. Appreciate the posts!
Great post Sebastian. Discovered some new things like feeder. Thank you.
Thanks for sharing! I hadn't heard of the feeder app before. I also use an A to Z approach. Some screeners will also display stocks with 'incomplete data'. This could mean that it does not screen well and could lead to a slight advantage...