Earlier this year I wrote about all the things that Treace is doing right here - Stepping into the future: How Treace Medical Concepts is revolutionizing F&A surgery with a relentless culture.
After the stock correction, many ortho friends have asked me to comment about Treace Medical Concepts. So here you go. (Disclaimer).
The Facts
The Treace fundamentals are best in class. A quick look at the Q3 2023 numbers.
1/ Treace is the fastest growing public traded ortho company. Period.
2/ This is not a small business anymore. Treace has a 200M+ run rate.
3/ Treace has strong gross margi...
