7/29/25 - $pen - It's a LT buy... seems "reasonable" into printPenumbra, Inc.NYSE:PENVROCKSTAR7/29/25 :: VROCKSTAR :: PEN It's a LT buy... seems "reasonable" into print - medical device company... peripheral thrombectomy products - it's never been cheap, probably for a good reason - about 3% fcf yield... mid teens growth... "not" health insurance (which i think is probably part of what's happening here... the read thru from perhaps pricing/ maybe?) - the way i see this: it's a winner, it's insulated from money changer games (insurance), it's solving real world challenges - so i'd ideally like to dip buy here... unclear if i'll play the print - but ultimately i'd expect this stock to head higher. LT winner. V