Doximity up 35%. Investment thesis strong.

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

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

Good interview with XPEL CEO Ryan Pape. Pretty informative.. Ryan Pape on JRo

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Doximity up 35%. Investment thesis strong.

80% of physicians and 60% of nurses in the US are on the platform. Sales growth increases 25% –...

Axon Q3 Report

Axon continues to out perform. Stock is up 23% on earnings report. Draft1 has started to ship and...

Podcast with Ryan Pape

Good interview with XPEL CEO Ryan Pape. Pretty informative.. Ryan Pape on JRo

Hello world!

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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