Notes From The Beauty Contest

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PRCT

Procept Biorobotics - checking in on Larry's strategy
"I'm building this thing with a multiyear plan in place, not an individual quarter" / "I think we’ll have a really healthy business"
Mar 1 • Crashkolnikov
Procept Biorobotics (PRCT)
Niche player or new gold standard? Weighing up the arguments, reflections on the strategy, thoughts on valuation.
Jan 30 • Crashkolnikov
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