How many people actually own -- or can be expected to buy -- the AppleWatch that AliveCor’s Kardiaband builds upon...especially in massive markets like India & China? I'd assume FAR FAR fewer than those who will have GMV's requisite smartphone. I see this less as "competition" & more as affirmation of GMV's timely entrance into an emerging medical niche longing for innovation. Moreover, with Dr. Geva & Co as leading pioneers, I anticipate that shareholders will be handsomely rewarded by the time that others eventually catch up...lag behind while trying...or simply fade away...
GMV Price at posting:
40.5¢ Sentiment: Buy Disclosure: Held