Unconventional Capital Wisdom
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Female Health Company: Sustainable Moat Through Education

Female Health Company (NASDAQ:FHCO) has been able to sustain quality economics while benefiting from first mover advantage. They have garnered a near absolute monopoly of female condoms in the public health sector, who's goal is the prevention of HIV worldwide. New female condom manufacturers are starting to gain qualification as viable alternatives to FHCO's only condom FC2 and the Gates Foundation has announced their support to fund the creation of a superior condom that would promote more usage. The company has virtually no analyst coverage, the market does not like that FHCO's revenues are lumpy and recent selling indicates that the market believes FHCO's wide moat is in danger. Mr. Market expects slower growth and lower profitability. We...

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