MONDAY, december 14th, 2020
Watch the replay below
WEEKLY POSITION MONITOR UPDATE
Healthcare analysts Tom Tobin and William McMahon review their best stock ideas, major healthcare themes and more.
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On Monday’s Health Care Webcast, we cover:
- GDRX Black Book Recap | On Monday, we’ll share some of the high level takeaways from our Black Book Presentation. We collected some fantastic consumer survey data which points to customer TAM much higher than our initial estimates.
- AMN COVID Comp Positive | We’ve been looking for COVID-comp positive names which will benefit as the US Medical Economy re-opens. We’ve begun quantifying the potential for deferred medical utilization to stack on top of a return to a normalized trend.
- Weekly #MicroQuad Update | On this week's position monitor update, we’ll review our weekly update for screening output, revision monitor, and specific stock callouts based on the data we are seeing. We’re hoping to highlight a few additional names in the COVID-comp positive camp.
CLICK HERE to access the associated slides