MONDAY, DECEMBER 21st, 2020
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Healthcare analysts Tom Tobin and William McMahon review their best stock ideas, major healthcare themes and more.
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WEEKLY POSITION MONITOR UPDATE
On Monday’s Health Care Webcast, we will cover:
- NTRA Black Book Recap | Recap of this week's Best Idea Long presentation. Yes, its up on a rope and expensive, but it has further to run we think. Tune in next week to find out why and challenge or support our work.
- TDOC Thesis Debate | Do we have a problem? Opinions are heated surrounding the future of telemedicine and $TDOC's role in it. We spent the week fending off the naysayers and futurists who can either overthink it, or remain steadfast and confident in their ignorance. But that's what makes a market and why this job is so hard and fun. We'll cover some of the chief complaints and our rebuttals. We'll also be hosting a call with one of those somebodies in the phrase "somebody knows something" on Tuesday. We are hoping to propagate a conversation based on questions from audience.
- Weekly MicroQuad Update | Are we at #peakvaccine? The MicroQuad 3 bin has certainly filled up with tickers on the back side of the acceleration curve. Step carefully because there is a performance bomb with a hair trigger out there for these stocks. In MicroQuad 3, batting average and average performance lag MicroQuad 2, but they still screen long, just less so. A slightly negative news item that was ignored 3 months ago is suddenly the market's "catalyst" and the basis for a lot of storytelling about a big down move. If it bleeds it leads.
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