Inmode stock has been the most needed for me to analyze and it has everything!!!
0:00 Inmode
0:46 INMD Stock
1:22 Company
6:01 Evaluation
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I started following Inmode few weeks ago, I came to the same conclusions as you and I decided not to invest in it. This video just confirms my worries. Thank you Sven
It has everything except a significant TAM and only 10% of rev is recurring from sales of consumables. Saturation is around the corner.
Thank you Sven for teaching us on how to look at the red flags on the company.
Hi Sven. Morningstar removed their key ratios table. Too bad. I loved that function. Why do they always ruin things that works great?
I’m always suspicious of how they calculate their free cash flow number so I always calculate it again for my own sanity check. 😅 but other ratios are solid and can’t really be fudged by smart accountants
@Monster Boomer – so they can get you to pay for it !
I came across the same problem…does anyone know a solid alternative?
Haha I was watching this video expecting a great company. But as you showed what they did I was like… Come on Sven you are better than this. But then you made your point and I was glad haha. I don’t agree with everything you say but I trust you on this one
Looked at the studies on their product (would say products but they’re all iterations of the same one) for this company while I was researching it myself some time ago. Avoid avoid avoid. And that complete lack of R&D lol
Great video as usual! Since you analyze a lot of companies, when you come across companies that are very overvalued do you consider shorting them? As a value investor, I’d love to hear your opinion on shorting stocks and what criteria you would use. I appreciate all your dedication to the education you provide us.
He normally doesn’t short because the risk/ reward is pretty bad: you can gain up to 100% but lose everything.
The market can stay irrational for longer than you are able to stay solvent. He also made a Video about it.
@Basti Kl. Thanks for the feedback. I figured it wouldn’t be a strategy he used often but figured with all the research he might find something that would be so clear that the risk/reward would be within his parameters. I’ll try and look for the video. Thanks!
I came across a fat farm hospital stock in the US a few years ago and thought I could not miss with it. It had everything and Americans were really starting to get huge. I lost in the end. There was shinanigans with the accounting and the auditor would not sign off on the books. I agree with you that these kinds of companies are dangerous to my financial health. Good call.
You’re the best Sven, thanks for the laughs! 😂
I’ve looked at Inmode before and it seemed too good to be true. Thanks for all you do for this community.
It took me a few minutes to understand this entire vid was sarcasm. 🤣
Thought the same about Inmode a few months ago. I liked Huntsman (HUN) more at the time. Understood more the business and I have more confidence on the growth potentiel of that business.
Thank you for analyzing the company I mentioned :).I found this one for quite a while ago,and some metrics look good,so I researched it some more,the reason why the growing company with high margin was out of favor.
I read some reviews about user’s experience,and it was mixed….I was kind of looking for another perspective into this one.
Thanks again
I didnt really understand why you say this stock is no good. Can you elaborate? Is it simply in your opinion too good to be true? Or are their products scam in your opinion? Not exactly sure what your thoughts are after watching this. Thank you!
Keep up the great work Sven. Great channel.
Great video Sven! Agree with your views on the med company, the competitive landscape is really hard to predict. Especially if you are not working in it 😅
I started a small position below $23, wanted to build heavy below $20. If there are management schnanigans, I am not able to see them from my research, maybe some one else can help. What I do see is this: Even thought they had stellar growth, its not a Saas reoccurring revenue model, the more they sell their machines, the lesser the TAM becomes, especially in recession high interest environment, as they are in elective surgery market which people tend to postpone during bad times. They do sell consumables for their machines which is reoccurring, but thats a small portion of the revenue
One thing i can say: value investing is hard. Very hard. Take your time. Save up. getting a 10 or even 50, or 100-bagger just once in your life is fantastic. You’re set for life.
Thanks Sven for teaching how to look deeper into the business because sometimes the numbers are misleading
Thank you Sven. Again a very interesting analysis. Could you have a look at Schneider Electric. It’s a world leader in energy management systems and automation. Looks like a decent business in my opinion.
I have used INMODE products and they are really effective for skin texture issues but the problem is the company and providers market as a replacement for a face-lift and that is just not the case. Overuse of these types of heat products I feel will start showing downfalls in a few years down the road but as you point out, the management has kept all the IPO profits and will just move on to a new product or technology at that point. Not much value for investors. Thank you for this video Sven!