MD109
Sep 25, 4:59 PM
$TEM
A few minutes ago a portfolio manager was on CNBC saying he bought
$NTRA at
$355 because of his belief that AI will reshape healthcare. He is right, however I would have advised him to buy the stock years ago. About an hour earlier, the CEO of
$GH was on CNBC discussing liquid biopsy, specifically how MRD is becoming the new standard of care. This was news to the CNBC moderators, but many of us understood this years ago.
$TEM is the company best positioned to apply AI to healthcare and transform the industry. Many of us here have done the work and understand this, therefore we will buy
$TEM shares now. In a couple years you will see portfolio managers on CNBC saying they love the company and are buying it - but they’ll be paying over
$200/share. You need to do your DD and if you decide to invest, do it with conviction and be early. Sophisticated retail investors can outperform the “professionals” on CNBC. They are always late to identify great companies.
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