I have diabetes.
It sucks. But it’s not the end of the world.
But then I’m glad companies like the one we’ll be diving into today exist.
To alleviate the burden that diabetes brings.
This company is a tiny David versus multiple Goliaths.
Its razor-blade business model might be on a path of disruption.
Having captured only 1% of the market in 3 years, the runway is long.
What we have here is a company:
With revenue growth north of 50%/year
A recent uplisting from OTC to the Nasdaq
At the moment, a successful turnaround story (our favorite)
All the while trading at a forward EV/EBIT of 14.
Which means there should be about 100% upside potential in this stock (and more)
One of the biggest ongoing risks was their debt and interest payments that clouded their bottom line.
Today, they announced a refinancing with much more favorable terms, effectively cutting their finance costs in half.
Of course, I’ve added to the position.
Let’s dive deeper into this solid opportunity…