저자: 미상 · 외국인
요약 보기
결론: 진행자는 Butterfly Network(BFLY) SPAC 상장 건을 긍정적으로 보고 투자할 것이라고 밝힘. [영상 개요] 이 영상은 캐시 우드(ARK Invest), 베일리 기포드, 빌 게이츠가 Butterfly Network에 투자했다는 점을 부각하며, 이 종목이 테슬라처럼 수년 내 10배 오를 수 있는지 분석함. ARK 최신 매수: ARK가 45만9천 주를 매수했으며 포트폴리오의 0.17%에 해당한다고 언급. 회사 소개: Butterfly Network는 휴대용·저렴한 초음파 장비를 만들어 스마트폰에 연결해 전 세계 어디서나 사용 가능하게 하는 기업. CNBC 디스럽터 목록에 포함됨. 상장 구조: Longview Acquisition(SPAC)과의 합병을 통해 상장 예정. SPAC은 현금을 보유한 빈 껍데기 회사라고 설명. 시장 기회: 세계 인구 2/3가 의료 영상에 접근하지 못하고 있으며, 휴대용 기기는 전 세계 초음파 장비의 3% 미만이라고 주장. 사용처: 병원·진료소 외에도 응급 의료, 장기요양, 재택 및 원격의료 등으로 확장 가능하다고 설명. 거시 트렌드: 고령화, 만성질환 증가, 병원에서 가정으로의 이동, 웰니스 모니터링 확대를 성장 요인으로 제시. 재무 전망: 2019~2024년 매출 연평균 성장률(CAGR) 65% 예상(진행자는 매우 낙관적이라 평가). 매출총이익률 43%에서 68% 이상으로 상승 기대. 2024년 EBITDA 및 현금흐름 흑자 전환 목표. 현금 5억 달러 이상 보유. 소프트웨어 매출은 전체 매출의 40~50% 수준까지 성장 예상. 주의점(레드플래그): SPAC 투자 시 최종 회사 지분의 약 20%만 받게 되는 구조이며, 합병이 무산되면 손실 가능. 과거 chargepoint 사례 언급. 리스크: ① 높은 성장 목표(65%) 미달 시 주가 급락 가능, ② 낮은 지분 구조, ③ Teledoc·Livongo 등 경쟁사의 유사 제품 출시 가능성. 특허 700건 이상 보유하나 구체성은 미검토. 결론: 혁신성·가격 경쟁력·대형 투자자 지지를 근거로 진행자는 긍정적이며 투자할 가능성이 높다고 밝힘. 대상 자산 중 직접 언급된 종목은 없음(BFLY는 목록 외 종목).
다듬은 글
what's up investor we have some major news for you guys there's an exciting new disruptive and innovative technology company going public and arc investor just invested heavy into it so for those of you guys which don't know arkhamvest is ir founder kathy wood i in future technology she predicted tesla's monstrous ball run a few years before everybody else there's also another great investor who's invested into this company and that is bayley gifford they were also one of the original tesla investors but that's not all even bill gates has invested into this business so what is the stock and could this stop 10x like tesla in the next few years and well in this video we're going to find out so without wasting any more time let's dive in so the company is called butterfly network it's a company which focuses on the creation of cost-effective portable ultrasound technology to keep things simple they create this cost-effective imaging device in which medical professionals can plug into their phone and scan people anywhere in the world now this company was actually included in cnbc's disruptor list so it's definitely one we need to dive into so firstly diving into these latest trades by arkhamvest we can see arkhanvest a rkg actually purchased 459 000 shares just eight hours ago and which makes up 0.17 of their portfolio so this company is going public via a spac merger so spack for those of you guys which don't know stands for special purpose acquisition company and this is basically a blank check company it's a company which is public they have a heap load of cash and they're looking for investment opportunities so butterfly network is going public through a merger with special purpose acquisition company longview acquisition but don't just go and invest in the company now be sure you watch this video to the end so you fully understand the situation and also there is one red flag i need to show you guys so for those of you guys which don't know what ultrasound is it basically uses high frequency sound waves in order to create images in your body you may have seen this when somebody's pregnant and they want to check the child as a boy or a girl they use ultrasound for that but there's many other benefits to the technology so traditional ultrasound usage has been constrained by high upfront system cost limited access and sub optimal convenience and so that's the traditional system it's bulky it's expensive their system is has mobility affordability ease of use and ubiquity so it's a portable system you can plug into your phone anywhere in the world whether you're in africa asia us wherever you are you can just plug in this system and use it simply doing it better faster cheaper than their competitors and butterfly network's product does tick those boxes so this is the opportunity the opportunity is immense and meaningful two-thirds of the world has no access to medical imaging due to the expense and complexity of the equipment two-thirds of diagnostic dilemmas can be addressed through simple imaging and this makes complete sense if you've got a mechanic fixing your car they're going to want to look inside you and it's the same with the medical profession how can you expect to be diagnosed without them looking inside you and seeing what the problem is so currently handheld devices are less than three percent of global ultrasound units so they're definitely addressing that issue right guys before we go into further details if you give the video an early so traditional scan settings you have in the hospital niche doctor offices and imaging centers however they can change all that with this device pre-hospital urgent care long-term care home surprise they didn't partner with teledoc or lavongo they're working on telehealth which is virtual healthcare both these companies being a great fit together so i'm surprised that they didn't do some sort of partnership maybe in the future so the macro trends we've got aging population we've got chronic proliferation we've got the move from hospital to home settings and wellness monitoring so let's dive into the numbers now here's the financials fires substantial growth potential across multiple end markets so there's a compound annual growth rate of 65 on the revenue from 2019 to 2024 expected now generally i say a growth stock has one which is compounding at least 15 to 20 percent they're expecting 65 which is almost unheard of it's obviously it's very optimistic near-term growth supported by executing pipeline bookings across the enterprise and e-commerce markets so they're selling their products online already long-term growth enabled by continued market penetration and introduction of wearables robust revenue growth of roadmap of a compelling margin profile so that's their revenue growth there they're expecting their gross margin to increase from 43 which is already high to over 68 of course this company is still unprofitable so they plan on turning e-beta and cash flow positive in 2024 after a significant investment phase so they have a strong balance sheet over 500 million dollars in cash to drive the company through its investment phase phase and to expected cash flow rapid growth revenue projected to grow over 65 during the forecast period um they also have recurring revenue so software revenue is expected to grow between 40 and 50 percent of total revenues in the back of the decade so firstly a red flag i need to make everyone aware of if you invest into longview acquisition corp you will only get 20 of the final company so just be aware of that this was a similar issue with chargepoint in which you only get 10 percent of the final company by investing into their acquisition vehicle also there's the risk that if for some reason the acquisition doesn't go through then you could lose a lot of your money so just be careful guys so that's the company it's a very exciting company but let's look at the potential risks let's look at the negatives because that's the best way to invest into any business so the potential risk i can see with this business is they don't meet their high growth of over 60 which is very optimistic so if the stock was priced for perfection it may crash in the future that's the first risk i see the second risk i see with this acquisition you're only getting 20 of the company um the third risk i see is competitors such as teledoc and lavongo may be able to bring out a similar product so it does say here that the company has over 700 patents but personally i've not dived into how specific they are in terms of this product so the positives are this is a disruptive innovative technology company they have a product which is better faster cheaper than their competitors they have a wide addressable market they're backed by some of the greatest disruptive investors we have kathy wood of arc invest we have bayley gifford and we even have bill gates so they've got a great backing there um so overall on balance i do like this company i most likely will be investing into it what do you think of butterfly network do you think this will be the next tesla do you think this stock could 10x in the next few years i'd love to hear your thoughts comment those below and the whole community will join in that discussion also i'd love to hear from any medical professionals out there and their experience of ultrasound and if they think this product does have a unique advantage in the market so if that being saiah and ] this you
Comments 0