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Inmode
Uit de gratis nieuwsbrief van Atmos Invest:
Inmode: Welcome to hell
Let’s be honest.
The thesis is not holding up at the moment. In my previous write-ups, I was betting on a no-growth scenario. It is not happening. Inmode is in a decline.
When a business is not performing as expected, there are 2 big questions to ask:
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Is the decline related to mistakes the business made?
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Is it temporary or permanent?
But first, a quick update based on the latest quarterly results:
https://www.atmosinvest.com/p/from-heaven-to-hell-adyey-and-inmd
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2 Replies
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Duidelijk, bevestigd mijn kijk op Inmode en ook op Adyen ;-) Bedankt
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Bedankt voor het delen van de info Thomas
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