Equity Field Notes from temporal sources

[DanWebzster]

GDRX is a profitable high-growth IPO that uses its algo to locate medication savings.

Presently, it markets this information 3 ways:
1) Transaction fee paid by Pharmacy Benefit Managers for transacted medication sales

2) GoodRx Club monthly subscription fees

3) Kroger Plan marketed to users of Kroger pharmacies


Revs grew 55.6% for FY/19 and Net Profit has grown 50.8% for H1/20 over H1/19.

A bear case is that the company profits by abating inefficiencies in the American medical system. Another political regime might choose to eliminate these efficiencies by other means.

This stock might face a pullback if Biden-Harris win,I would be a buyer of such a pullback.