The Sound Shore Fund OGN
Bull thesis on Organon & Co from The Sound Shore Fund
NCG Small Cap Growth Strategy NTRA
Bull thesis on Natera from NCG Small Cap Growth Strategy
The Sound Shore Fund OGN
Bull thesis on Organon & Co from The Sound Shore Fund
The Sound Shore Fund HOLX
Bull thesis on Hologic, Inc. from The Sound Shore Fund
Apis Deep Value Fund 4506.T
Bear thesis on Sumitomo Pharma from Apis Deep Value Fund
Meridian Growth Fund COO
Bull thesis on The Cooper Companies, Inc. from Meridian Growth Fund
The Sound Shore Fund 2025 Q2 (HOLX)
Pitch Summary: Similarly, we added to Hologic, Inc., a medical technology supplier primarily focused on diagnostics and improving women’s health. Rumors of a possible private equity buyout offer for the company surfaced in late May, which highlights the value within parts of the healthcare sector and Hologic’s particularly compelling valuation around 14 times earnings. BSD […]
Utah Medical Products, Inc.
Pitch Summary: Despite worsening financial metrics and ongoing litigation risks, Utah Medical Products, Inc. remains attractively priced with a strong balance sheet. However, due to continued revenue and profit declines, the recommendation is downgraded to ‘hold’. BSD Analysis: Utah Medical Products has seen a 20.6% stock price drop due to weaker sales and litigation risks, […]
