Скачать или смотреть CMLF Merging with Sema4 -AI/Data driven Health comp $190M-2020 revenue and Heavy ARK buying everyday

CMLF at 40% discount from peak
About Sema4
Sema4 is a patient-centered health intelligence company founded on the idea that more information, deeper analysis, and increased engagement will improve the diagnosis, treatment, and prevention of disease. Sema4 is dedicated to transforming healthcare by building dynamic models of human health and defining optimal, individualized health trajectories, starting in the areas of reproductive health and oncology


Disclaimer: Not advice but research and trade at your own risk
Consult with your financial advisor. I am not your financial advisor.
Just my opinion. Below I describe my position in each stock.
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State of Market and my strategy:

Since last few days heavy selling and market rotation is going on.
I have been buying on Dips. Each stock has dip on different day.
Especially SPACs, I got chance to buy them at 40-50% dip. CMLF is one of them.

Since I sold covered calls for most of my positions, I am buying back those calls for pennies.
I will sell covered calls on these positions again after they go up.

There is no way to predict bottom, not sure if this week is bottom or next week. I think max it might go down another 5%.


About Sema4
Sema4 is a patient-centered health intelligence company founded on the idea that more information, deeper analysis, and increased engagement will improve the diagnosis, treatment, and prevention of disease. Sema4 is dedicated to transforming healthcare by building dynamic models of human health and defining optimal, individualized health trajectories, starting in the areas of reproductive health and oncology

Lot of companies are there in this AI/Data Driven market. Most of them are private

Total VC funding : $241M
Inst buying -https://fintel.io/so/us/cmlf

2020 Rev - $190M and reverse merging with CMLF
$2.1B post merger Enterprise value
SPAC cash $440M, Pipe $350M - SPAC investors gets 17% of the company

2023 Rev est- $504M — 38% growth

Well diversified Data Driven by Datascience/AI engine

Stock Down 40% from peak price of $27

Lot less riskier than EV and Space companies

Total Addressable market is Huge
Heavy Heavy Heavy Institutional buying last weeks (fintel)

4 top competitors in the same space: EXAS, NVTA, ADPT, NTRA are up 60-100% in last one year.

Since Day-1 ARK has been buying heavily ..close to $68M part of ARKG

My philosophy: ARK buys lot of stocks, but some of them I don’t like because they don’t make consistent money and very future centric
Keep an eye what ARK buys and if it stock falls 30-40% and ARK still keep buying and has good TAM, then dip in.

I bought in around $15 and and continue adding if it still drops.
Look for Post merge drop/first quarter results to add more


https://dealroadshow.finsight.com/e/C...
https://sema4.com/our-story/blog/digi...



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