Conversations with Jaguars – March 1 ($MDT, $AXNX, $TTWO, $QRTEA)

Little bit longer than normal but as usual with high quality discussion. Bull case for $MDT with a bunch of catalysts lined up in coming months. Bull case for $AXNX after very nice tuck-in acquisition of Bulkamid last week. Launching a new series in JaguarMedia for the gaming and leisure industry in a few weeks as this is prime time to benefit with reopening. An update on $TTWO which has pulled back as we expected and recent news of GTA launch delay. Lastly, earnings review for $QRTEA which has doubled since we recommended last October.