Ren
👤 SpeakerAppearances Over Time
Podcast Appearances
Thank you.
Thanks for having me, guys.
Now, for the absolute astute listeners, you are a returning community member.
You've had your portfolio pimped.
Yes, I have, yeah.
Well, for those that are just tuning in, can you introduce yourself?
Yeah.
They make machines to help people.
So you've got the aging population tailwind.
You've got then the rise in wearables and health tech.
Yeah, but you could have said that for the last few earnings.
That's true.
Like the market obviously thinks differently.
So it's like they have been growing revenue, they've been growing earnings per share, strong moat.
All the metrics are there, but they're down, what is it, 30%?
They're down 35% from their high of September last year.
It's so hard for this portfolio.
It's so hard.
You had me until you said the catalyst question.
Yeah.