I Bought. The Stock CRASHED. Here's My Plan. - YouTube

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• helps to evaluate and treat chronic diseases specifically this company is currently focused on pad or peripheral artery disease

• currently about 20 million americans that suffer from pad

• 21 increase in their likelihood of having a heart attack stroke hospitalization or even death

• 75 of patients who have it are asymptomatic

• current standard of care for diagnosing pad is called an ankle brachial index or an abi test

• it just isn't practical or fast enough to be used in a primary care setting

• quantiflow is a five minute test that can happen during a routine medical exam and the way that it works is this little alligator clip goes on the patient's feet and the hands and within about five minutes the physician gets a report

• vast majority of the sales actually come from the software

• it sells its products through insurance plans

• this company does not have to spend a lot of money on 3:50 sales and marketing

• the vast majority of its revenue is recurring

• one of the major competitive advantages of semler is its switching costs

• very high margins 8

• company does a great job at converting that net income into free cash flow

• zero debt

• company was founded by herbert semler more than 20 years ago he retired from the company in 2012. he turned over the reins to dr douglas murphy jaturan who has been the ceo since 2012

• insiders own about 13 of the company

• it's made a few investments in the last two years

• software product called insulin insight

• insights into how to manage their disease