Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (78045)	9/11/2025 8:07:12 PM
From: E_K_S	Respond to of 78497

Re: Inmode Ltd (INMD) Seems like an activist investor is finding INMD undervalued On September 9, 2025, activist investor DOMA Perpetual Capital Management LLC, a significant stockholder of InMode Ltd. (INMD), sent a letter to the company's Board of Directors. In the letter, DOMA Perpetual urged the board to approve and execute a 10% share buyback in the fourth quarter of 2025 and another 10% buyback in the first quarter of 2026. DOMA Perpetual argued that InMode's current valuation is extremely depressed despite its high profitability and cash generation. The firm believes a 20% total buyback would be a highly effective way to return capital to shareholders and create long-term value. This is not the first time DOMA Perpetual has engaged with InMode. The activist investor has been in communication with the company's board for over a year, raising concerns about its capital allocation strategy and depressed valuation.