In this clip from THE PITCH, we give you an inside look at how a research analyst's high-conviction stock idea becomes a manager's winning position.
Watch below as Health Care analyst William McMahon pitches Hedgeye CEO Keith McCullough on Natera (NTRA), his new 'Best Idea' Long position.
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McMahon: "Natera (NTRA) although it's getting a ton of press recently, isn't a new company. It was founded in 2003, and they've spent the last 18 years focusing on the blocking and tackling side of genetic testing. Not the Thrive's and the Grail's with these huge TAMs that are funded by Bill Gates and that Cathy Woods is interested in.
Not really that flashy aspect, but rather highly reimbursable and thing that are available and have utility now. So there are two major ways we are going to get paid with this stock. The first paycheck comes in Noninvasive prenatal testing. The second way is through product called Signatera."
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The Call is our morning research call hosted by Hedgeye CEO Keith McCullough with our 40+ analyst research team. It helps small and large investors alike make better decisions via unique and investable stock/sector updates. Click here to learn more.