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Neil Cataldi From Blueprint Discusses Sanara MedTech

May 03, 2021 9:41 AM ETSanara MedTech Inc. (SMTI)2 Comments
Andrew Walker profile picture
Andrew Walker
5.23K Followers

Summary

  • SMTI's stock has fallen in the wake of a recent equity raise.
  • Neil Cataldi from Blueprint Capital discusses what he thinks the market is missing.
  • Recent addition to their "approved hospital" list should drive significant near-term growth.

Neil Cataldi from Blueprint Capital discusses his investment thesis for Sanara MedTech (NASDAQ:SMTI). Sanara is growing quickly, and Neil thinks continued growth in their product portfolio and hospitals they are approved to sell in will drive continued accelerated growth and long-term compounding.

Chapters

0:00 Intro

1:00 Sanara overview

5:30 How is Sanara increasing their hospital reach?

14:25 Discussing management

21:10 Related party risks

33:20 Breaking down SMTI's growth

42:45 Sanara's telehealth ambitions

1:01:10 Closing thoughts

This article was written by

Andrew Walker profile picture
5.23K Followers
Andrew Walker is a portfolio manager at Rangeley Capital LLC with a focus on small cap special situations investments. He's also the founder of https://yetanothervalueblog.substack.com/ and the Yet Another Value podcast

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Comments (2)

D
I am enjoying your podcast and the series.
bazooooka profile picture
Nice podcast.
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