Doximity up 35%. Investment thesis strong.
February 8, 2025
80% of physicians and 60% of nurses in the US are on the platform.
Sales growth increases 25% – Highest since 2022.
Revenue retention rate from top 20 Customers is 122%
Pharmaceutical industry is spending only 33% on Digital advertising – Plenty of room to grow. Most other industries spend 70%
If US government blocks TV ads for Pharma...
Axon Q3 Report
November 13, 2024
Axon continues to out perform.
Stock is up 23% on earnings report.
Draft1 has started to ship and management is super bullish.
Taser10 adoption continues
I remain very bullish 10/10
Podcast with Ryan Pape
April 18, 2024
Good interview with XPEL CEO Ryan Pape. Pretty informative..
Ryan Pape on JRo
Hello world!
March 23, 2024
Welcome to WordPress. This is your first post. Edit or delete it, then start writing!
Filter by stock:
Doximity up 35%. Investment thesis strong.
February 8, 2025
80% of physicians and 60% of nurses in the US are on the platform.
Sales growth increases 25% –...
Axon Q3 Report
November 13, 2024
Axon continues to out perform.
Stock is up 23% on earnings report.
Draft1 has started to ship and...
Podcast with Ryan Pape
April 18, 2024
Good interview with XPEL CEO Ryan Pape. Pretty informative..
Ryan Pape on JRo
Hello world!
March 23, 2024
Welcome to WordPress. This is your first post. Edit or delete it, then start writing!