VieMed - Deep Dive
"Patients are 3 times more likely to pass away during 90 days after a Chronic Respiratory failure diagnosis if NIV treatment is not obtained."
What’s inside…
Company
What Attracted Me To This Company?
Short History
About This Company
Management
Competitors
Past Performance
Thesis
Bull Case(s)
Bear Case(s)
Financials/Metrics
Personal Touch
Does This Co. Meets The Check List Requirements?
Is this a WONDERFUL Business or a GOOD Business?
Guru Holdings?
Margin of Safety Price?
Fair Value? Price Target?
Holding Peri…
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