tag:blogger.com,1999:blog-9031526429482744032.post1994395170561583029..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Semler Scientific (SMLR)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-9031526429482744032.post-33357483027525454232021-12-15T19:25:54.071-08:002021-12-15T19:25:54.071-08:00Take a look at this video, maybe this can help: ht...Take a look at this video, maybe this can help: https://www.youtube.com/watch?v=HDCAya5KIxw<br /><br />Seems to be a small company with a great patented productZortorhttps://www.blogger.com/profile/10143575105886157467noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-53186867615342532232021-12-13T08:03:16.558-08:002021-12-13T08:03:16.558-08:00(I feel like trying to answer a question from my e...(I feel like trying to answer a question from my esteemed economics teacher)Spritediethttps://www.blogger.com/profile/10025960750352054628noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-10992154843066597652021-12-13T07:00:58.205-08:002021-12-13T07:00:58.205-08:00I'd say their costumers diversification might ...I'd say their costumers diversification might be something to worry about. Roughly 65-70% of their revenue from 2 clients as I understand it.Spritediethttps://www.blogger.com/profile/10025960750352054628noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-21189548981667686232021-12-13T06:35:41.184-08:002021-12-13T06:35:41.184-08:00That's a good point.
However, so far, their ...That's a good point. <br /><br />However, so far, their margins are very high which indicates that they're in a pretty good position. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-80228555188053528372021-12-10T20:02:39.602-08:002021-12-10T20:02:39.602-08:00I had a quick look at a presentation on their webs...I had a quick look at a presentation on their website.<br /><br />My understanding of this business is that it revolves almost solely on a test procedure to detect in advance heart disease. A negative point I would see is a potential vulnerability to completion. Their margins could be eroded if a competitor found a better way of doing these tests.<br /><br />I have very little knowledge of the health service industry. I have made this post just to contribute to the debate.Driveshoehttps://www.blogger.com/profile/07688418865776040160noreply@blogger.com