“InBody is a category creator and global leader in body composition measurement devices. InBody's primary customer markets are hospitals, clinics, and fitness centers and its extre”
“InBody is a category creator and global leader in body composition measurement devices. InBody's primary customer markets are hospitals, clinics, and fitness c...”
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.