Mike O'Mahony

speaker

2,208 appearances 9 recordings 1 series first heard Jul 2026 last heard 5d ago

Mike O'Mahony’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 9 in all, peaking in Jul 2026 with 4.

Appearances

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Stock Club · The Stocks Quietly Beating Nvidia in 2026 | Stock Club 319 · 9 Jul 2026 podcast

And yes, there is competition for Medtronic and J&J, as I said, but it really is a fight over a burgeoning market, like it's a market share fight, which shows they're in a healthy market as opposed to the category is dying.

And unlike some of the other ones on the list of the top 10, where there's no big open question mark hanging over it, we're talking a multi-year bet

uh that might just pay off and then there's just one metric this watchman volumes that will get fresh data on every quarter so i think boston scientific has been oversold that would be my company that's you know going away anytime soon does it no

No.

The second one I picked was Insulate.

And this one has the strongest numbers of the 10, full stop.

It just has the best numbers.

Revenue was up 34% last quarter.

Profit more than doubled.

And they're still guiding 20% plus growth this year.

None of those numbers for you and me, Mike, would scream that the business is in trouble.

But what actually tanked the stock was a kind of run of bad luck style events.

There was a product recall.

which is never good, but it is an event.

It's not an enduring problem.

If a company recalls a product, then it's ugly for that time, but the market is a short memory.

And it was a court case where they'd won getting overturned.

So it was a court case they'd won getting overturned on appeal.

and general nervous nervousness about waste weight loss drugs eventually shrinking the diabetes device market so they kind of there were things outside their window and analysts are overwhelmingly bullish um even more so than boston scientific um and the one thing i'd actually watch is a rival pump coming to the market that could really change into its near-term monopoly and ease into its really healthy margins but

And that's kind of next year's problem.

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