Semler’s Growth Is Resuming

  • While the company has experienced headwinds from the pandemic, growth is already returning.
  • The company has a solid growth trajectory generating 90% gross margins and increasing amounts of free cash flow.
  • It’s dependent on one solution which is a bit of a risk (although low, in our view) but it’s working on another one.
  • This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »