Investors / stance tracking
What David Mandelbaum is saying
FollowFollowingUnfollowPortfolio Manager, OnePoint BFG
11 dated public stances tracked since 2025-01-18, most recently 2025-08-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of David Mandelbaum's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. David Mandelbaum is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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11
tracked stances
10
themes
0
side flips
2025-08-15
last heard
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2025-01-18 | TMO | bullish | -26.3% | -25.7% | +8.4% |
| 2025-01-18 | PFE | bearish | +15.9% | +4.4% | -2.8% |
| 2025-01-18 | LLY | bullish | +10.4% | +3.0% | +41.3% |
| 2025-01-18 | BSX | bullish | -7.3% | +3.7% | -9.6% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| HEALTHCARE SECTOR | 2 | 2 bullish | 2025-07-11 | |
| BSX | 1 | 1 bullish | 2025-01-18 | |
| HOSPITAL STOCKS | 1 | 1 bearish | 2025-03-08 | |
| LLY | 1 | 1 bullish | 2025-01-18 | |
| MANAGED CARE / HMOS | 1 | 1 bearish | 2025-01-18 | |
| MEDICAL TECHNOLOGY (MEDTECH) | 1 | 1 bullish | 2025-08-15 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-08-15
MEDICAL TECHNOLOGY (MEDTECH)
bullish
Wealthion · video
MedTech companies generating volume-driven double-digit organic growth in large addressable markets have been indiscriminately sold off in the broad healthcare drawdown despite tariff exposure that can be navigated and isolated
“companies generating volume-driven double-digit organic growth...that have gotten caught up more recently in the broad-based selloff”
Finding Bargains In An Overvalued Market | Rise UP!
2025-07-11
HEALTHCARE SECTOR
bullish
Wealthion · video
Healthcare is trading at a low single-digit percentile valuation versus its 10- and 30-year history, while policy risks (pharma tariffs delayed 12–18 months, MFN pricing unlikely to materialize) are being over-discounted, and multi-decade demographic…
“healthcare is undervalued... it is trading at a low single-digit percentile valuation basis relative to its 10 and 30-year history”
Hot Markets Call for a Cool-Headed Approach | Rise UP!
Said again: 2025-08-15 (Wealthion), 2025-08-29 (Wealthion)
2025-07-11
PHARMA STOCKS
bullish
Wealthion · video
Pharma stock prices are already discounting worst-case tariff outcomes and most-favored-nation pricing scenarios that are unlikely to materialize, creating a valuation cushion—especially given the 12–18 month implementation delay
“stock prices are discounting worst case tariff outcomes... unlikely to manifest in reality”
Hot Markets Call for a Cool-Headed Approach | Rise UP!
2025-03-08
NIH
bearish
Wealthion · video
Companies with high NIH funding dependence face direct revenue risk as government cuts to academic research imperil that funding stream
“companies that have high exposure to NIH funding which is now somewhat imperiled given the cuts”
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-03-08
HOSPITAL STOCKS
bearish
Wealthion · video
Hospitals face inordinate exposure to Medicaid, which is likely to be a significant pay-for in the reconciliation package, creating a concrete and near-term earnings headwind
“we've sold stocks that have been very very strong performance for us the hospitals because of their inordinate exposure to Medicaid”
Rise Up Special Report: Market Mayhem, Tariffs & Recession Talk
2025-01-18
HEALTHCARE SECTOR
bullish
Wealthion · video
Healthcare underperformed by the largest magnitude in three decades due to market structure rotation into mega-cap tech and elevated policy-risk perception, but at a 20% discount to market multiples with improving fundamentals and expected policy-risk…
“the opportunity set should be much better going forward we expect than it has been in 2024”
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
Said again: 2025-03-08 (Wealthion)
2025-01-18
MANAGED CARE / HMOS
bearish
Wealthion · video
Health insurers face a double headwind of elevated medical loss ratios from rising utilization and maximum policy-risk exposure from the new administration, making better opportunities available elsewhere in healthcare
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
Medical technology companies like Boston Scientific are among his two most exciting opportunities because they carry minimal exposure to healthcare policy risk even in a worst-case regulatory scenario
“the two areas that I would find most exciting for us are the areas that are least exposed to policy risk”
90d -7.3% · 180d +3.7% · 1y -9.6%
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
Life science tools and diagnostics companies like Thermo Fisher are compelling because they are insulated from healthcare policy risk across virtually any regulatory scenario
90d -26.3% · 180d -25.7% · 1y +8.4%
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
Eli Lilly has been beaten down by temporary supply and inventory headwinds, but the obesity drug addressable market is enormous and Lilly is the deeply entrenched leader with a durable growth runway
“the growth opportunity in the addressable market is just no pun intended enormous for the obesity space and they're the entrenched leader”
90d +10.4% · 180d +3.0% · 1y +41.3%
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
Pfizer looks cheap but is cheap for a reason — COVID revenue bolus has permanently dissipated and major patent cliffs create severe structural growth challenges that make the discount warranted
“they're cheap for a reason and they have severe growth challenges”
90d +15.9% · 180d +4.4% · 1y -2.8%
This Week’s Must-Know Market News | ft. David Mandelbaum | Rise UP!
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