Hedgeye House Call - The Doctor is in
On Monday’s Hedgeye House Call, we will cover:
- BFLY Black Book Recap – Active Long | Yesterday, we presented the first of our three black books which we will present before the end of the quarter. Butterfly Network (BFLY) is the former SPAC Longview Acquisition Corp (LGVW) and is responsible for developing a new ultrasound platform that uses a semiconductor rather than crystal-based sound waves which dramatically lowers the cost of the device and allows for greater flexibility with a single console. On Monday, we will recap the Black Book including our path to $26/share.
- Health Care Theme – Wage Inflation | Propelled by the four demand cycles laid out in our initial thesis, AMN has gone up and stayed up. A large proponent of the name’s success has been tied to a theme we have begun to see throughout our field work: Employee Benefits and Wage Inflation. On the call, we will review the process HR administrators are enduring to cut their budgets to pay higher wages. We will follow that discussion with a Hedgeye TV interview with Robert Longyear, VP of Digital Health and Innovation at Wanderly and Avenue Health.
- Weekly MicroQuad Update - Adventure | Each week updating the MicroQuad workbook is an adventure. The process is fairly smooth at this point, although it could be faster and broader in scope, but it takes a couple of hours from start to finish. During that time, doubt creeps in; does it still work? And after a few spins of the Excel “calculating” wheel, the answer is another affirmation of long MicroQuad 2. The conclusion for us is to let Macro Quad decide how long and how short but leave the stock selection to the MicroQuads.
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Hedgeye House Call | BFLY Black Book Recap, Health Care Theme – Wage Inflation, Weekly MQ Update Please join us on Monday, June 21, 2021 @ 2 PM ET - Add to Outlook Calendar Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Field Notes I Cancer Testing I + Read-Throughs for NEO, GH, NTRA, and RHHBY
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Black Book Call Replay | BFLY | Best Idea Long | Ramp in Salesforce, Ramp in Sales; A Path to $26
CLICK HERE for event details (includes video link and materials link).
Call Notes & Replay | Executive Insights (Orthopedics) | Fireside Chat w/ Dr. Steven Schutzer
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Executive Insights | June 22, 12:30 PM ET | This Time is Different for Value-Based/At-Risk Models
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Chart Factory | ARKG | Outlook for Holdings Have Worsened; ARKG in MicroQuad3
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Rescheduling 6/16 Management Interview | FAII / ATI Physical Therapy - Date/Time TBD
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Hedgeye House Call | The Doctor is In | June 14th, 2021 @ 2 PM ET | GDRX, NEW Data, ARKG, MicroQuads
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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