This company has a lot of big names associated with it. Deep value investors like Warren Buffet, who owns ~5% of the company, to Cathy Wood of Ark investment, known for stocks on steroids. It only presents a delusional 9X opportunity if it can rebound to all-time highs. Peter Lynch…
Peter Lynch said to look for opportunities all around ourselves, Keep eyes and ears open. Find small companies growing earnings faster relative to their P/E and pay a fair price for good business. One of my close friends has a knack for FinTechs and understands the Payments industry better than…
I call every RVC "Roomba" irrespective of their brand. For me & a couple of my friends, Roomba is synonymous with RVC, and being synonymous is a beautiful thing. They are the market leader in this category but slowly concede market share to other players. Even after the challenges, I…
"Never invest in a business you cannot understand."Warren Buffett The business is as simple as it can get. Sell vacuum cleaners. The more they sell more money they make. A basic understanding of where sales were made is essential, which can later help us understand growth aspects. Sales are made…
Growing up and watching sci-fi kid's movies gave us a little glimpse into the future — everything Robots. We may not have that sophisticated AI technology yet, but we are on course. We may not realize it, but robots surround us. One of those robots is our robotic vacuum cleaner…
I do not doubt that behind the current legal issues, there is a rock-solid business. Bayer is the world leader in crop sciences. The growing population and limited resources will keep it relevant for the coming years. Pharma division has a couple of blockbuster drugs and an assuring pipeline for…
Relatively their earning model is rather simple. They make money by selling products, i.e., GMO seeds, crop protection, Eye Disease drugs, OTC medications, Nutritional supplements, etc. More volume in sales transmutes directly to revenue. I can take this both positively and negatively. Positive in the sense that they should be…
Not a long while ago, I noticed the brand on the Aspirin bottle, a medicine found in everyone's first aid box. The logo conscientiously resembles the Red Cross sign used for medical services. I could recall the Bayer logo on multiple OTC products. I assumed that it was a pharma…
I am optimistic about the HSA market. It is going to grow at least 6-7 times the market which we see today. And Suppose health equity is going to keep the leader position and keep building on assets. In that case, there is a genuine chance that the company can…
In their annual report, Health Equity reported the following ways they make money. Monthly Service Revenue: These included monthly money from Network partners and Custodial agreements with Individual members.I think it is more like the fees paid to Health Equity by my employer.I might also be paying some fees for maintaining…