Leandro — @MDBBolsa August Troendle $MEDP
Anthony Hatoum $TBBB
Gilles Martin de Eurofins↗
April 2026 · 1 mention
Apr 24
Leandro — Just published an update on Medpace $MEDP
The stock craterred 22% yesterday after reporting strong earnings, but why? I believe not many understand the go-forward indicators, and…↗
March 2026 · 2 mentions
Mar 5
Leandro — I’ve identified two sets of common traits in my biggest winners:
1. Cyclical businesses riding long-term secular trends: there will most likely be a time when nobody wants to own…↗
Mar 5
Leandro — Veeva’s CEO believes the bottleneck in lifesciences will be the CRO because AI will not be able to materially speed up clinical trials
Bodes well for Medpace $MEDP https://t.co/t5…↗
February 2026 · 2 mentions
Feb 11
Leandro — Just published, on Medpace $MEDP https://t.co/vK2YgPUjw9↗
Feb 11
Leandro — Only an outsider can start an earnings call like this after growing revenue 32% YoY, significantly beating estimates, and growing net new awards 39% YoY
Report coming out today or…↗