About two weeks ago, I had the opportunity to sit down with the management team at Catasys for a corporate update. I left the meeting more excited than ever about both the near-term and long-term prospects of Catasys. The...
Tailwinds' Take: expansion with an existing client demonstrates success. Additionally, having their own network is big news for them longer term. The Company is executing on all cylinders as we move into 2018.  Catasys (CATS), a leading AI and technology-enabled...
Tailwinds' Take: this data fully supports the Company's claims and explains why 7 of the 8 largest health insurers in the US will be using OnTrak to help their at-risk enrollees. Proven success with a high barrier to entry...
Tailwinds' Take: 2018 is setting up to be a very big year for CATS, not only in terms of their current customers, but with a full pipeline of additional business. Based on our model, this deal could boost their...
I often refer to investing in public micro-cap companies as "public venture capital". This is because when you get it right, you can have venture-type returns; winning positions have the potential to return multiples on your investment. Venture upside...
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...
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...
While fundamental analysis can be done on a spread sheet, trading is more art than science. Understanding of both, and how they interact, can be very helpful to generating large returns. For example, I am quite confident that Catasys will...
Last week I had the opportunity to drop in on Catasys' offices in LA and meet up with Christopher Shirley, their CFO. Christopher has been with the Company for close to a year, having come over from GE. We...
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...