Penumbra, Inc.
Long

7/29/25 - $pen - It's a LT buy... seems "reasonable" into print

46
7/29/25 :: VROCKSTAR :: PEN
It's a LT buy... seems "reasonable" into print

- medical device company... peripheral thrombectomy products
- it's never been cheap, probably for a good reason
- about 3% fcf yield... mid teens growth... "not" health insurance (which i think is probably part of what's happening here... the read thru from perhaps pricing/ maybe?)
- the way i see this: it's a winner, it's insulated from money changer games (insurance), it's solving real world challenges
- so i'd ideally like to dip buy here... unclear if i'll play the print
- but ultimately i'd expect this stock to head higher. LT winner.

V

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