Notes From The Beauty Contest

Notes From The Beauty Contest

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PRCT

The NFTBC Digest (5 July 2026)
News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN, WPP)
Jul 5 • Crashkolnikov
Procept Biorobotics: "The Big Distraction"
Procept has lost around 30% of its market value on no official news in the last week. Here I take a look at the main suspect in this episode.
Jun 18 • Crashkolnikov
The NFTBC Digest (3 May 2026)
Earnings, news and links (BMW, OBCK, PRCT, PTC, REGN, WPP)
May 3 • Crashkolnikov
Procept Biorobotics - checking in on Larry's strategy
"I'm building this thing with a multiyear plan in place, not an individual quarter" / "I think we’ll have a really healthy business"
Mar 1 • Crashkolnikov
Procept Biorobotics (PRCT)
Niche player or new gold standard? Weighing up the arguments, reflections on the strategy, thoughts on valuation.
Jan 30 • Crashkolnikov
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