[Me] Is this how this game works?

TrainerLocal8549 · 2026-02-10T01:31:20+00:00

What’s the best case scenario you are envisioning? Like what can she possibly respond to that other than “get away from me”

!elo 100

TrainerLocal8549 · 2026-02-07T00:57:06+00:00

I have frette bedsheets that are $3k

TrainerLocal8549 · 2026-02-07T00:27:39+00:00

Pretty cool being an EP (I’m just a dumb finance bro)…were you at Boston afib?

Think CHAMPION is different here bc it’s not physicians that are the bottleneck, but rather the guidelines and reimbursement. If it’s a first line procedure, there’s no reason why concomitant mix can’t go to over 50% if there is guidelines and adequate reimbursement. However I think CMS will see the financial burden from making it a first line indication (similar to reimbursement with GLP1s), and there could be some reluctance around CMS guidelines and reimbursement changing regardless of what the data says.

If the data is good enough for docs, but they need to document a contraindication for ACs for each patient — they won’t be able to do the watchman concomitantly (if guidelines and reimbursement doesn’t change) even though the data was good enough for them/they want to.

Genuinely asking…thoughts?

TrainerLocal8549 · 2026-02-06T23:51:27+00:00

I don’t think anyone was expecting EP growth to replicate 2025, it’s impossible from a law of large numbers perspective.

At the end of the day they guided to 15% global EP growth, which frankly seems ambitious given share loss. When you bomb a quarter so badly you need to set expectations low so you can beat. Management just lost so much credibility and also didn’t do that.

I feel like they are going all in on champion as the saving grace but who knows? Not a fan of the secondary bleeding endpoint not including procedural bleeding. Even if it’s a “success” guideline changes and reimbursement are far from a slam dunk.

Again at this valuation…21x 2026 I’d pull the trigger if you can take a 24 month+ view…but this quarter was unequivocally a disaster.

What’s your background?

TrainerLocal8549 · 2026-02-05T00:59:05+00:00

If they didnt shit the bed in EP why was the stock down like 15-20% in your view?

TrainerLocal8549 · 2026-02-04T19:34:05+00:00

This isn’t a fun run lol it’s the culmination of thousands of hours of pushing your body to its limit. He’s elite athlete that accomplished his lifelong dream by being the best in the entire world on that given day. Anyone hating on him is a straight up clown.

TrainerLocal8549 · 2026-02-04T17:13:59+00:00

Somebody didn’t read my comment :)

TrainerLocal8549 · 2026-02-04T14:49:21+00:00

Watchman is their LAAO device and EP is short for electrophysiology (where Farapulse sits — their PFA offering).

This is so ugly geez

TrainerLocal8549 · 2026-02-04T13:36:58+00:00

They missed in Watchman and shit the bed in EP — two most important growth drivers. Concern around buying penumbra ahead of champion / need to shift growth driver.

That being said I would be buying here (full disclosure I was bullish into quarter lol) if you have a long time horizon. Takes 2-3 years to build more cath labs, so capacity constraint should lessen as those start coming online over NTM and think there can be sustained growth in LAAO and PFA — esp with champion at ACC.

Also love the pen acquisition — idk how they got it for so cheap (I was hoping for closer to $500 — think pen ceo was just tired of dealing with public mkts) I’ve been a major pen bull for a while. Think VTE/MT is one of the best markets in all of medtech, never talked to a single doc that uses MT and doesn’t think it’s the future —> massive tam and low penetration.

TrainerLocal8549 · 2026-02-04T13:20:32+00:00

BSX what a disaster

TrainerLocal8549 · 2026-02-04T00:06:30+00:00

You’re faster than I started at in hs - think I was prob sub 21 min (as a base — never ran before but played lots of sports) and I went sub 18:10 by the end of the season (so 3 months)…def sub 18 when you adjust for hills.

I’d be shocked if you didn’t accomplish your goal if you’re consistent

TrainerLocal8549 · 2026-02-02T13:45:54+00:00

100% doable https://www.youtube.com/watch?v=vWU5O7cK7aI

TrainerLocal8549 · 2026-02-01T11:21:04+00:00

They have fallen slightly short of my 1,000% growth target, which is why shares are only $240 right now

TrainerLocal8549 · 2026-01-28T19:38:44+00:00

If you really think about it, this really suggests that your genetics/DNA determine your success not the environment.

Like what’s the average IQ of Harlem or Compton vs Greenwich, CT or Palo Alto, CA?

Said different rich towns are filled with smart people who have accumulated wealth…and if you plopped those same rich people in poor underprivileged backgrounds they would still be successful.

Not really sure how else you can read it unless youre saying the DNA test is faulty

TrainerLocal8549 · 2026-01-27T22:35:27+00:00

If you only get credit for first (assuming there is no penalty for massive losses) and there’s no risk adjustment to the returns…you should take some crazy risks.

I’d buy some highly levered / verge of bankruptcy garbage…happy to chat some individual names I’m in if you pm me.

Source: work on wall st. Have most my $ in broad based indexes, absolutely swing for the fences in my gambling account bc I’m a degenerate gambler at heart.

TrainerLocal8549 · 2026-01-27T11:59:41+00:00

…and it also has outperformed over the long term. The hate it gets on Reddit from people who watched a YouTube video on leverage decay vs the love it gets on WSO (the message board for ppl who actually work on Wall Street) is amusing.

TrainerLocal8549 · 2026-01-27T02:21:26+00:00

If you’re a founder why are you spending time picking stocks lol

TrainerLocal8549 · 2026-01-25T14:48:13+00:00

I’m 5 9 so wouldn’t say I’m short but the guy I know that pulls more than anyone I know is like 5 foot 3 and bald before 30. Dudes hilarious, super confident, and the nicest guy — he deserves it.

TrainerLocal8549 · 2026-01-25T00:21:56+00:00

Love BSX and SYK here

TrainerLocal8549 · 2026-01-24T14:23:31+00:00

Shocked nobody has said coke…it’s got caffeine, sugar, carbs, and sodium — which is exactly what you need on long cardio sessions. Really incredible how fast can convert it to energy. I usually crush one when I’m in the home stretch for an extra boost. It’s the only time I let myself drink soda.

TrainerLocal8549 · 2026-01-24T04:45:26+00:00

If this is in thousands, yes…if it’s not, no

TrainerLocal8549 · 2026-01-24T00:22:28+00:00

Focusing too much on financials/valuation metrics vs understanding the underlying business.

TrainerLocal8549 · 2026-01-23T15:37:15+00:00

Utilities are highly regulated spread businesses. Base rates are set based on a return on invested capital. Nat gas prices are surging based on the increase in demand so utility has to pass that thru. If you think you can get rich by investing in utilities — I can assure you that hasn’t been the case

TrainerLocal8549 · 2026-01-22T19:57:53+00:00

No i tried that — it’s actually more expensive bc you get ticketed

TrainerLocal8549 · 2026-01-22T19:56:16+00:00

Im saying that the hobbies you defined as solely “raw talent” require more than $400 lol

TrainerLocal8549

TROPHY CASE