Pro-Dex Valuation Is Attractive Despite Customer Risk

Group 1 - Pro-Dex, Inc. (PDEX) manufactures surgical drivers and shavers primarily used in orthopedic medical devices [1] - The company's operational situation has not changed meaningfully over the years, indicating a consistent trend [1] - The investment approach focuses on long-only strategies, evaluating companies from an operational and buy-and-hold perspective [1] Group 2 - The articles emphasize understanding long-term earnings power and competitive dynamics within the industries [1] - Most recommendations are holds, reflecting a cautious approach in a relatively bullish market [1] - A small fraction of companies are considered suitable for a buy at any given time, highlighting selectivity in investment opportunities [1]