New Stock Pick: On the Bubble
Occasionally we issue buy alerts for stocks with significant traction on the consumer front amid near-term headwinds. Not quite Core Conviction, but appealing enough to justify a position. Today, we are highlighting a stock in healthcare that is trading at a discount. Check it out.
Megan Brantley
March 25, 2025
Rare Double-Down Opportunity: Healthcare Disruptor
A recent regulatory shift is forcing a well-known healthcare disruptor to wind down one of its most successful offerings. The move wasn’t a surprise—the risk had been on the table for months. But now it’s official, and the market is reacting.
The stock pulled back. Commentary turned cautious.
At the same time, the company is actively adjusting—introducing new products, expanding into adjacent categories, and investing in the infrastructure needed to support a broader, more durable business.
In our view, the selloff has created a rare double-down opportunity.
Check out our newest buy alert:
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