If you have trouble with the format below, here is a Google Doc link.


Note: I completed this research report on January 9th to prepare for my investment management interviews, and of course MASI has managed to climb 17% since that time – the FDA approval of the Pronto-7 should now add materially to 2012 results.

While I normally don’t like publishing write-ups “after-the-fact,” I thought this was still worthwhile to share.

I think there remains substantial upside, with a target of $30 or higher not out of the question (especially for a possible acquirer).



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