Medtech is trading at 2-3x earnings versus pharma, has easy comps (the worst comparisons are behind), and is positioned to beat expectations for an entire group over the next year—a rare setup that Taylor says he finds 5-7 times per decade.
factualpending
Speaker
Mike TaylorEvidence Quote
“companies are literally trading at two and three times their earnings...one of the very very very few places anywhere in the world where I can find easy comps that are going to beat expectations for an entire group for the next year”
Source
Biggest. Bubble. In. Capital. Market. History | Mike Taylor 1-on-1 With Keith McCullough— HedgeyeCreated: 8/10/2026, 11:06:55 PM
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