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Pedro's avatar

Buenas noches, echar un vistazo a INMODE ( INMD ) a ver que os parece. Muchas gracias.

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Conor Mac's avatar

Gracias.

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James's avatar

Moreover, the good thing is that that industry group has tailwinds behind it

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Conor Mac's avatar

Headwinds will turn into tailwinds i agree.

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James's avatar

Thanks for the article… isn’t there a robotics component to the overall theme too? With robotic servers to reduce variable costs

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Conor Mac's avatar

There is some technology element to it, a lot of which comes inherited from the parent company who have been using it for decades. Robotic servers, automated dishwashing systems, the rotating belt, etc.

In my opinion, these are not a huge part of the story. They are cool, do save and/or have the opportunity to save some bps on labour but this will be more influential at scale, not this size.

They are just a restaurant chain to me, not a tech company.

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