#2 Semler Scientific: Q4 update
Q4 results update in one slide
Since I released my thesis 4 days ago, Semler’s shares have increased a 15% with no other explanation rather than the crazy volatility we live nowadays.
You can find also the link to the full pdf:
Edelweiss: Semler Q4 2021 (PDF)
I also enjoyed listening this week to @AduSubramanian and some insights about $SMLR I was not aware. I think they complement quite nicely my thesis. I basically agree with him also in all the concerns he raised, but in this one, we apparently share the same fate.
https://t.co/tWhQGutLZu
and his substack:
Investing is a battlefield. Patience and good choices.
Really enjoy the work you are doing here.
Is there any way you could add the slides as a PDF as well? The formatting here on Substack doesn't lend well to slide formats.
May you share any thoughts about Insulin Insights? I was doing a little research and I have the same concern than @AduSubramanian about the typology of the product, changing from diagnosis to adjustment treatment. There is also competition in the segment, smart insulin pens, not the same product but same target and result (by the way, I have a position on Semler, but I'm always trying to destroy the thesis)