Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
  <li>InMode is a leading provider of innovative, minimally-invasive aesthetic medical technologies, primarily leveraging its proprietary radio-frequency (RF) based platforms. The company has a strong track record of profitability and a debt-free balance sheet, though it has faced recent revenue deceleration and margin pressure.</li>
  <li>The company is currently navigating a challenging period, marked by a slowdown in the North American market in 2025, increased competition, and an unsolicited, management-affiliated buyout offer that has created strategic uncertainty and corporate governance concerns.</li>
  <li>Future growth hinges on international expansion, the successful launch of new platforms, and penetration into new medical applications beyond aesthetics. However, the company's outlook is tempered by rising competition, potential market saturation for existing products, and the ongoing uncertainty surrounding the buyout proposal.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  InMode is a leading provider of innovative, minimally-invasive aesthetic medical technologies, primarily leveraging its proprietary radio-frequency (RF) based platforms. The company has a strong track record of profitability and a debt-free balance sheet, though it has faced recent revenue deceleration and margin pressure.
  The company is currently navigating a challenging period, marked by a slowdown in the North American market in 2025, increased competition, and an unsolicited, management-affiliated buyout offer that has created strategic uncertainty and corporate governance concerns.
  Future growth hinges on international expansion, the successful launch of new platforms, and penetration into new medical applications beyond aesthetics. However, the company's outlook is tempered by rising competition, potential market saturation for existing products, and the ongoing uncertainty surrounding the buyout proposal.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>InMode Ltd. has suddenly become one of the more intriguing takeover stories in medtech after confirming an unsolicited $16.20-per-share offer from M.N. Business Strategy, a group backed by CEO and co-founder Moshe Mizrahy.</li><li>The timing is what makes the situation especially interesting.</li><li>The company is coming off a difficult 2025, including a failed sale process, but its latest earnings call pointed to early signs of stabilization, especially in North America.</li></ul>

InMode Ltd. has suddenly become one of the more intriguing takeover stories in medtech after confirming an unsolicited $16.20-per-share offer from M.N. Business Strategy, a group backed by CEO and co-founder Moshe Mizrahy.The timing is what makes the situation especially interesting.The company is coming off a difficult 2025, including a failed sale process, but its latest earnings call pointed to early signs of stabilization, especially in North America.

Is InMode’s CEO Trying To Buy The Company Too Cheap?

<ul><li>Shares of InMode Ltd. jumped 14% after reports surfaced that the Israeli-based medical aesthetics device company is in advanced talks to be acquired by a foreign investment fund in a deal that could value the company at approximately $1.1 billion.</li><li>The report, first published by Israeli financial publication Calcalist, also revealed that InMode had hired Bank of America several months ago to lead the sale process, suggesting a formal, structured approach to the transaction.</li><li>The company reportedly received multiple bids and has selected the highest offer on the table.</li></ul>

Shares of InMode Ltd. jumped 14% after reports surfaced that the Israeli-based medical aesthetics device company is in advanced talks to be acquired by a foreign investment fund in a deal that could value the company at approximately $1.1 billion.The report, first published by Israeli financial publication Calcalist, also revealed that InMode had hired Bank of America several months ago to lead the sale process, suggesting a formal, structured approach to the transaction.The company reportedly received multiple bids and has selected the highest offer on the table.

InMode Explodes on Acquisition Rumors — Who’s the Mysterious Buyer?

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
Contrarian Cashflows is built around the principles of respect, honesty, open-mindedness and a touch of humour. Please consider these principles in any engagement interaction with me, other readers and the content on this blog. Misbehaviour is not tolerated.
If you want to reach out to me directly, the best way is via LinkedIn, Twitter or email. You can find the details at my homepage contrariancashflows.com

Thematic (Sector/Industry)

<ul>
<li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li>
<li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li>
<li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li>
</ul>


Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!


Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

iShares Russell 2000 ETF / Technical Analysis

<ul>
<li>The market continues to send mixed signals - some neutral or healthy signals but some risk-off signals as well.</li>
<li>As long as the Russell 2000 index (IWM) is above $208, Russell Micro Cap index (IWC) is above $134-$135, and the S&amp;P 500 is above 4495, we cannot be bearish.</li>
<li>Treasury yields are not breaking down below 1.40%-1.45% support on the 10-year Treasury yield and 1.76% support on the 30-year Treasury yield.</li>
</ul>


The market continues to send mixed signals - some neutral or healthy signals but some risk-off signals as well.
As long as the Russell 2000 index (IWM) is above $208, Russell Micro Cap index (IWC) is above $134-$135, and the S&amp;P 500 is above 4495, we cannot be bearish.
Treasury yields are not breaking down below 1.40%-1.45% support on the 10-year Treasury yield and 1.76% support on the 30-year Treasury yield.


Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations

United States

InMode Ltd. develops medical devices. The Company manufactures and markets platforms that harness novel radio-frequency based technology for both the patients and the practitioners. InMode serves customers worldwide.

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Inmode (INMD US)

Primer: Inmode (INMD US) - Aug 2026

InMode is a leading provider of innovative, minimally-invasive aesthetic medical technologies, primarily leveraging its proprietary...

αSK Primers

Is InMode’s CEO Trying To Buy The Company Too Cheap?

InMode Ltd. has suddenly become one of the more intriguing takeover stories in medtech after confirming an unsolicited $16.20-per-share offer from...

Baptista Research

InMode Explodes on Acquisition Rumors — Who’s the Mysterious Buyer?

Shares of InMode Ltd. jumped 14% after reports surfaced that the Israeli-based medical aesthetics device company is in advanced talks to be...

Baptista Research

Monday Delight: 26/05/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations

As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...

Vermilion Research

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