I want to introduce a long-term play on my list of potential #Multibaggers that is just getting started, $SENS (@senseonics)
A medical technology company that disrupts the CGM system market for diabetics
Below is an intro from my in-depth research based on my original framework
$SENS Investment Thesis (1/7)
β Diabetes is one of the most common diseases (~500 million people worldwide have one of the types of diabetes)
β Unfortunately, the number of people with diabetes is continuously growing (9.3% of the global population in 2019 to 11% by 2045)
$SENS Investment Thesis (2/7)
β Diabetics are required to monitor their blood glucose levels constantly, and traditionally it is done by finger pricking
β Many companies tried to solve this problem in a different, more convenient way
A technology company that produces a true luxury electric vehicle centered around the human experience
Below is a small part of highlights from my in-depth research based on my original framework
$CCIV Investment Thesis (1/4)
β Automotive industry is undergoing dramatic changes (mainly to combat global climate change)
β All global carmakers have committed to the development and production of vehicles powered by batteries or alternative fuels
$CCIV Investment Thesis (2/4)
β According to @ARKInvest, EV sales will grow from 2.2M (2020) to 40M (2025), representing a CAGR of 82%
β Luxury car market is no exception to this change
A digital health company that is making medical imaging accessible and affordable to everyone in the world
Some highlights from my in-depth research based on my original framework
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$BFLY Investment Thesis (1/4)
β 2/3 of the world has no access to medical imaging (MRI and ultrasound)
β Access to medical imaging is vital (2/3 of diagnostic dilemmas can be addressed through simple imaging)
$BFLY Investment Thesis (2/4)
β Traditional medical imaging devices are expensive (from $10k β $100k), bulky (cart-based), and must be operated by specially trained professionals
β Access to them is limited even in the developed countries (let alone third world countries)
News:
β Skillz held its Annual Meeting of Stockholders on May 26 and elected seven directors for a term of one year, including Jerry Bruckheimer and Harry Sloan.
β No new games released
Global leader in payment processing for iGaming industry that is set to boom in the US
An excerpt from my in-depth research
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$BFT $PSFE Company Overview
Value proposition: payment solutions that power businesses around the world
Industry: fintech, payments
Size: mid-cap (>$9B)
$BFT $PSFE
IMPORTANT: IMO, iGaming will be the main driver for Paysafe growth. Further analysis is mostly based on this opportunity. Everything else (digital wallets and e-commerce) is complementary and will add on.