
"And by the way, on a company that we own and it has FDA clearances, it's very interesting. I asked several doctors about SoftWave and received a range of responses about perceived safety and product quality, which reinforced my conviction; we remain long the shares."
Andrew discusses SoftWave, a medical device company with multiple FDA clearances, highlighting that its product defect rate is significantly lower (1% vs. 10% for peers). The commentary underscores the importance of understanding both product superiority and the sales process through expert calls. This qualitative insight from expert calls has reinforced the host’s conviction in remaining long on SoftWave.
Artem Fokin on Improving with AI and Expert Calls
September 18, 2025
Company Opinion