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Myomo Thesis(MYO)

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Since substack is all the rage now, the I post all of my DDs on there as well. I like the ease of use of the platform as well.  Myomo is a medical device company that sells an assistive device for those with reduced strength in their arms. The device uses the impulses generated by a persons brain and amplifies them to strengthen movements. The target population are a specific set of patients with chronic arm paralysis (basically you have trouble using your arm) such as stroke survivors, spinal cord injuries, Brachial plexus injuries and other various conditions. Market:  Management sizes the total market opportunity at 3M people with chronic arm paralysis in the USA and 1% of the global population growing at 250k each year. Not all of these patients will get a Myomo device, but there is still a large and growing unmet medical need Industry:  Myomo has no direct competitors, but there are two other companies focused on augmenting human movement: Ekso Bionics (EKSO) and Rew...
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Talkspace Investment Thesis $HEC (soon to be $TALK)

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A summar of the trade thesis. Okay this ones a SPAC so it might be looked down upon but this is exactly why I like the stock. A good trading thesis these last few months has been 1. buy a post deal SPAC <15$ with rosy projections accelerated by the pandemic. 2. wait for it to hit 20$. 3. Profit. 4. Repeat. 5. go to the moon. Examples, $CURI, $SSPK, and $HIMS to name a few. Talkspace fits neatly into this category. It is a behavioral health company that operates an online therapy platform connecting therapists and patients: Large TAM: check. Hypeable: check. Rosy projections: check. Accelerated by pandemic: double check. Latest stock price: ~12.00 as of Feb 8th. I also believe the company could be a good longer term play making buying it even more compelling. I encourage everyone to look at the company presentation here which explains their market opportunity and growth:  Presentation Business Snapshot:  B2B and B2C. The active members for the B2C grew 40% and B2B covered li...
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