Tuesday, January 16, 2018
As we enter the new year it is very difficult not to be optimistic...borderline exuberant. The Tailwinds Select Portfolio has been on a tear lately, closing the year with a bang. If gaining 20% in the last two months...
Tailwinds' Take: the inflection point seems to have been hit with October billings of $1.1M. Guidance for next year of $20M gives this 3X revenue, which is very inexpensive looking at the size of the opportunity in front of...
Tailwinds' Take: CATS is at an inflection point in their business. Per these quotes, "The Company expects to see enrollment totals through this contract increase considerably starting in the third quarter of 2017...Our next step will be to launch...
Tailwinds' Take: Today’s release distinguishes Catasys in the field...they are more aptly addressing the problem with dealing with addiction, depression and anxiety simultaneously. In addition, CATS is getting health plan support, which actually is putting more money towards treatment...
In the twenty-first century, AI techniques have experienced a massive surge in interest following concurrent advances in computer power, large amounts of data, and theoretical understanding. Companies are focused on it, Google has rebuilt their software around it, and Mark Zuckerberg...
On June 27, 2017, Catasys' CEO Terren Peizer spoke with Tailwinds partner Daniel Carlson, discussing the current business of CATS, the growth plans, and the competitive landscape. Tailwinds has a $16.20 target on CATS and it's a member of...
Today an article came out on Yahoo! Finance suggesting that Catasys would need to raise money in the near future. I won't go into their numbers, as they are quite wrong, to the point of being similar to Fake...
As 2017 winds down to a close, we have made several changes to the model portfolio. These changes are meant to better position our holdings for 2018. The changes are as follows: adding NDRA at an average weight of the...
Tailwinds' Take: HCSC and Anthem are the two largest Blues. Per company guidance, one could reasonably expect both of them to be clients by year end. They represent 50% of all the Blue business, so this story is just...
Los Angeles, California—May 24, 2017—Catasys, Inc. (NASDAQ: CATS), a provider of proprietary predictive analytics and integrated treatment solutions to health insurance plans, announced today that it has launched enrollment under the previously announced contract for its OnTrak™-C solution coverage...
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