Senior Living Facilities
In 2023, we introduced the silver tsunami to the KEDM crowd as a long-term trend. We pondered whether the right play was through medical devices or senior living facilities (SLF), or whether to fast forward and go straight to the publicly traded undertakers. SLFs have done well since then, with WELL up 143%, VTR up…
December 14, 2025, Vol. 254
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Wound Care
Wound Care If you’re a wound care specialist, the following might sound overly simplified. Send us a message or get onto the Discord if you disagree. Modern wound care is remarkably fragmented. Dozens of companies claim superior healing with limited clinical evidence. Accelerated pathways allow products onto the market with minimal data. All wounds and…