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Description:
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Neil Cataldi from Blueprint Capital discusses his investment thesis for Sanara Medtech (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 |
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