The Investors' Corner

🎙️ IC #6: Talking Sanuwave Health (SNWV) w/Tenva Capital


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Exploring SANUWAVE Health: An In-Depth Discussion with Jesse from Teneva Capital

In this episode of The Investors Corner Podcast, host Paul Cerro from Cedar Grove Capital Management speaks with Jesse, the founder of Tenva Capital, about the small-cap healthcare company SANUWAVE Health (ticker: SNWV). They delve into the company's background, its innovative UltraMist device for treating complex, non-healing wounds, and its significant growth potential. Jesse details his investment thesis, the improved financial position of Sonu Wave, and the recent transformative changes under new CEO Morgan Frank. The episode also covers the market potential, competitive advantages, revenue model, and the strategic importance of the company’s recent partnership with JP Morgan for debt refinancing. Listeners are reminded to conduct their own due diligence, as the discussion is not investment advice.

00:00 Introduction and Podcast Overview

02:10 Meet Jesse: Founder of Tenva Capital

03:45 Investment Strategies and Portfolio Management

04:44 The Power of Networking: How Twitter Connected Us

06:07 Introduction to Sonu Wave Health

07:04 Sonu Wave Health: Company Background and Recent Developments

12:21 Ultra Mist: Revolutionary Wound Care Technology

21:04 Unit Economics and Market Potential

30:43 Financials and Growth Projections

31:57 Financial Projections and Growth Expectations

36:38 Sales Team Expansion and Marketing Strategy

39:19 Debt Refinancing and Financial Stability

43:18 CMS Reimbursement and Regulatory Risks

49:05 Management and Leadership Insights

52:15 Comparative Analysis and Market Position

55:12 Consumables Business and Revenue Model

57:45 Final Thoughts and Summary

58:37 Closing Remarks and Contact Information



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cedargrovecapital.substack.com
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The Investors' CornerBy Paul Cerro