CLPT: Very Strong Buy Here — Quick Note

Balloon Under Water

This will be a "best ideas only" bio Substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or Substack) is considered investment advice and is solely the opinion of the author.

Quick one for subscribers following up on my earlier “$5B Inverted Pyramid” piece.

CLPT reported after hours today and the stock is reacting to a headline miss and softer guidance. I think that reaction is missing the forest from the trees.