May. 7 at 3:21 PM
$INMD feels like the
$ZIM of med-tech.
$870M mkt cap vs ~
$530M cash, near zero debt. Still generating ~
$82M quarterly revenue with strong margins + FCF — not broken, just mispriced.
Story driven by founder control + perception: Mizrahy historical selling, strategic review + rumored bids (incl. foreign interest), then process goes quiet.
Buybacks + insider accumulation + exec turnover keep governance discount in play.
Aesthetics recovery showing up across
$EOLS /
$ABBV, hinting cycle turning.
Hated, cash-rich, founder-led setup with M&A/sentiment re-rate optionality.
1% position — asymmetric story risk/reward.
Curious about the full approach?👉 Check the @MeanReverter_
