Goudy Park Capital
Long/short equity, long-term horizon

Liberator Medical Holdings, Inc.: A Micro Cap With Long-Term Upside

When looking to make an investment in a predictable, recurring revenue, strong cash flow direct to consumer business, investors have several options including: cable and internet providers, online dating companies, weight loss companies, health clubs, babysitting service companies and alarm companies. We recently came across Liberator Medical - a unique, niche provider of direct to consumer medical supplies. The company has carved out a dominant position in providing medical supplies such as catheters and ostomy related products primarily to elderly people with chronic conditions.

The founder and CEO of Liberator Medical (NYSEMKT:LBMH), Mark Libratore, is an industry veteran having founded Liberty Medical in 1990, which was sold to PolyMedica (and then sold to Medco for $2B or approximately...

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