- Headwaters Capital Management’s third-quarter 2025 investor letter focused on AI investments, with a portfolio return of -2.7% compared to +5.3% for the Russell Mid Cap Index. Check their top 5 holdings for insights on their best picks for 2025.
- Inspire Medical Systems, Inc. (NYSE:INSP) was highlighted in the investor letter, with a one-month return of -3.86% and a market capitalization of $2.297 billion. The stock closed at $77.68 on October 13, 2025.
- Headwaters Capital Management expressed concerns about Inspire Medical Systems, Inc. (NYSE:INSP) performance, citing issues with new product rollout and competition. Despite challenges, revenue is expected to grow around 10% in 2026, making it a potentially undervalued asset in the med tech sector.
Read more at Yahoo Finance: Here’s What Happened to Inspire Medical (INSP) in Q3