Jan. 15 at 5:07 PM
$OUST $DCGO DocGo's presentation and Q&A went VERY well yesterday, and I have detailed notes at the
$DCGO message board with 6 responses that I input for complete feedback from the CFO's points he made. A few positive surprises and there was clarity as to Supply/Demand for their services and how they will Grow/Improve Margins over time. Ouster presents today and the CEO is usually a very straight shooter although not necessarily a hype/dynamic speaker. We shall see how they do and then trade beyond their pitch. And yes, I sincerely consider DCGO a 10-bagger from current price range, although OUST has already climbed to a point where it may only be a double from here in the next couple years, unless a significant increase in revenue occurs along with profitability finally achieved. Again, I'm less about sector specific investing, but instead "scout" for leadership that protects shareholder value and fixes Balance Sheets (no/low debt). I'd invest in a garbage Co. if the CEO is good.
