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Re: dndodd post# 5496

Tuesday, 04/07/2020 3:54:49 PM

Tuesday, April 07, 2020 3:54:49 PM

Post# of 7488
Monopoly on it's vertical and 22% sequential quarterly growth will keep me in the stock. I also think RCEL is a slam dunk to expand and dominate many adjacent verticals. Those are the fundamentals I care about. I don't know of any other company that has a 100% conversion rate (on VAC analysis). Companies that are duopolies like BA/Airbus MA/V grow into giant companies. Here we have a much smaller vertical but total domination with room to grow. Guess ISRG could be an analog.

Rob
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