David Fessler is the CEO of a company called Asimov Robotics. He’s been pitching his robotics startup to investors and he believes that there will be robots in every industry in just ten years. But which one?
David Fessler is a robotics expert and he is pitching his company, “Robotic Process Automation” to a company that is looking for a way to increase productivity.
Today, I’m checking out an Oxford Club presentation by financial expert David Fessler, who says there’s a single “$5 stock” at the core of a “mega-shift” using “RPA” that could earn investors “ten times their money.”
RPA stands for Robotic Process Automation. Fessler is teasing which firm. And what exactly is he selling?
That’s what I needed to know, so I went over to the presentation and checked it up. And in this piece, I’ll show you precisely what I found out, including his pick’s name and ticker.
Here’s a brief rundown of what I discovered:
- David Fessler’s forecast revolves on RPA (robotics process automation) and the notion that one “$5 stock” may address the “Big Shortfall,” which he refers to as a labor shortage in the United States that he believes would worsen.
- The startup Fessler is teasing looks to be Vicarious Surgical, based on the hints he revealed during the Oxford Club presentation (RBOT).
- The Oxford Growth Investor service, which costs $49 and includes a research paper titled “The $1.2 Trillion RPA Mega-Shift: The Biggest Tech Boom of All Time,” is what David Fessler is pitching in the presentation.
Continue reading for my full analysis of David Fessler’s prognosis and stock choice, as well as my predictions for numerous other robotics stocks he mentioned in his presentation.
RPA (Robotics Process Automation) Predictions by David Fessler
The Oxford Club presentation we’ll be reviewing begins with presenter Jonathan Roth describing how David Fessler is “raising the alarm on a technological paradigm shift” that would drive most people into a “financial spiral” while benefitting a “clever few.”
And it all has to do with the “Big Shortage,” according to Roth.
“A former executive in the IT industry…
A well-known Fox News guest…
And a No. 1 New York Times bestselling author is warning of a technological paradigm change…
One that will put the majority of Americans in a financial bind…
And provide a few intelligent individuals much more money than they ever imagined imaginable.
He claims that the ‘Big Shortage,’ as he puts it, will cause this transition…”
Following that, finance expert David Fessler jumped in, saying there’s a “$5 stock” at the heart of this so-called “mega-shift” that will solve the Big Shortage, according to him.
“Today, I’ll go through one recommendation for our audience.
It’s a $5 stock at the heart of the mega-shift that, in my opinion, will end the Big Shortage.”
What exactly is he talking about?
The “Big Shortfall” that Fessler is alluding to is a labor shortage in the United States, which he predicts will make “every single service” “difficult to find.”
“Every service you can think of may become difficult to find at some time in the near future.”
That might be the result of the impending Big Shortage.
It’s not a scarcity of computer chips… or a shortage of houses… or a scarcity of energy
Rather, I’m referring to a scarcity of a particular resource that is required by almost every business on the planet.
I’m referring about a severe labor shortage.”
In his presentation, Fessler gave several instances of shortages and delays that he thinks we’re already witnessing as a result of labor shortages affecting supply chains. He highlighted delays in furnishings, medical supplies, and construction materials, for example.
He also discussed the Great Resignation, a continuing economic trend in the United States that began in 2021 with workers abandoning their employment en masse.
He also spoke about what it would be like in the future if this tendency continues, offering instances of possible shortages and delays in a variety of sectors.
He’s hardly the only stock picker with a financial background who thinks this way. In his Super Schock presentation, popular stock picker Jeff Brown, for example, made a similar forecast. And, like Fessler, he suggested that automation may be the answer.
So, to cut a long story short, Fessler believes the labor scarcity will increase, hastening the shift to RPA, or robotic process automation.
“A scarcity of competent workers raises costs, generates shortages, and disrupts the economy.”
However, there will be a solution.
It’s a gift and a curse at the same time.
Millions of people may lose everything, while others may become very wealthy.”[…]
It all begins with three letters…
“Robotics process automation” is what it stands for.[…]
“This change has been accelerated by the workforce scarcity.” It’s all occurring at breakneck speed now!”
What does robotics process automation entail?
RPA (robotic process automation) is a sort of business process automation in which repetitive computer-based activities and procedures are automated in the workplace.
David Fessler used the acronym RPA in his presentation to describe how it may be used to replace employment in a variety of sectors. He discussed how RPA is automating occupations in “big tech,” manufacturing, fast food restaurants, long-haul haulage, and aviation, to name a few examples (among others). RPA, he believes, will have an influence on many “high-level occupations” in the future.
“Over the next several years, we’re going to see a lot of high-level professions go up in flames.”
But his forecast wasn’t all doom and gloom about machines taking over the world. RPA, according to Fessler, will provide wealth-building prospects for investors as well as new, better employment for workers.
“However, for those who identify the situation now… it might be one of the biggest wealth-building opportunities ever.”[…]
“Keep in mind that the RPA revolution isn’t simply about automating work. It’s also about generating new jobs that are BETTER.”
To what kind of “wealth-building” potential is he alluding?
RPA, according to David Fessler, will “make the healthcare business completely unrecognizable in a few years,” according to his presentation. He also singled out one healthcare-related company that he thinks “may earn investors ten times their money.”
Fessler is teasing which “RPA” firm.
During the presentation, David Fessler did not reveal the identity of his selection. Instead, he lays it all out in “The $1.2 Trillion RPA Mega-Shift: The Biggest Tech Boom of All Time,” a paper that comes with a $49 Oxford Growth Investor membership.
But I dug further into his hints to see what I might uncover.
Fessler’s first major hint was that it’s a “$5 stock.”
He also stated that the firm is in the remote surgery arena, which entails surgeons using robots to do surgery while not in the same place.
Why is he so enthusiastic about robotic surgery?
In summary, according to Fessler, the labor shortage is affecting the surgical profession, and he predicts this trend will continue based on projections from the Department of Health and Human Services (which appears to be related to page four of this document on bhw.hrsa.gov).
“It doesn’t receive much coverage, but there’s a developing surgeon shortage in the United States.”[…]
“By 2025, the Department of Health and Human Services anticipates shortages in nine of ten surgical specialities. “I give it a ten!”
As a result, he’s essentially forecasting that robots will be able to assist fill the hole left by a hypothetical future lack of surgeons in the United States.
Fessler claims the business he’s teasing has built a “small robot” that “gives physicians a 360-degree view inside the patient’s body” and allows them to conduct surgery using a virtual reality headset from anywhere in the globe.
“A tiny Massachusetts-based technology company is doing precisely that.
It has created the most incredible surgical robot I have ever seen.
“Have you ever watched the film Fantastic Voyage?” says the narrator.[…]
“They’ve created a small robot that can penetrate the body of a patient via a dime-sized incision.”
These robots have a plethora of sensors and cameras…
Allowing a surgeon to use a virtual reality headset from any location in the planet…
And operate on the sufferer from inside.”
Apart from that, Fessler provided a remark about the business’s technology, highlighted an FDA designation the company received, and disclosed who has invested in it.
“Before going public, this company flew in a number of prominent surgeons to test the technology for themselves to ensure that it was ‘superior than anything else that exists today.’”
The FDA even designated it as a ‘Breakthrough Device,’ dramatically expediting its approval.
Furthermore, it is supported by some of the world’s most brilliant brains in the field of technology.
Bill Gates is among the company’s investors… Marc Benioff, the founder of Salesforce… Eric Schmidt, the former CEO of Google… and Jerry Yang, the co-founder of Yahoo.
But it’s the presence of Khosla Ventures, a venture capital company dubbed “a Silicon Valley heavyweight” by CNBC, that has piqued my interest.
What could it possibly be?
So, the first thing I did was Google the remark Fessler offered about “better than anything else that exists now,” which brought me to a business called Vicarious Surgical:
Search result from Google (click to enlarge)
Following that, I checked to see whether this firm matched Fessler’s other hints, which it did, so I’m convinced that this is his choice.
Let me explain why I believe that…
To begin, Vicarious Surgical (RBOT) is a Massachusetts-based startup that advertises itself on its website as a “next-generation surgical robotics company.”
Second, the firm was created in 2014 after the three co-founders were “inspired by the movie Fantastic Voyage,” in which physicians were able to go inside a human body after being miniaturized, and went public via a SPAC sale in September 2021.
Third, its stock is now trading at just under $4 a share as of this writing, but it was closer to $5 when the presentation was published in March 2022.
As a result, Vicarious Surgical corresponds to numerous of Fessler’s hints.
In terms of the company’s technology… David Fessler seems to have detailed the Vicarious Surgical Robotic System in his presentation.
Also, the firm website’s main page has a wealth of information on how this technology works, so it’s worth a look if you want to learn more.
But, in short, my understanding is that the business is working on a robotic system that would enable its robot, operated by a surgeon, to enter a patient’s body and conduct surgery via a single 1.5 cm incision (smaller than the size of a dime).
According to the company’s website, the robot is meant to mimic a surgeon’s natural upper-body motions while providing 360-degree visibility and access.
To cut a long tale short, it’s a remarkable invention that fits Fessler’s description.
The company’s website also validates Fessler’s “Breakthrough Device” FDA classification hint, and my investigation shows that what he mentioned about the company’s investors is correct.
As a result, it looks that Vicarious Surgical is Fessler’s “RPA” choice.
But hold on, there’s more…
According to Fessler, the “$1.2 Trillion RPA Mega-Shift” paper he put together includes “four more RPA options.” Here are some of his hints:
“You’ll discover the name and ticker symbol of this revolutionary company within… PLUS, there are four more RPA recommendations you must see to believe, including…
A $7 machine-learning pioneer with eight of the world’s largest IT firms as clientele
A $6 robotic exoskeleton manufacturer capable of lifting 200-pound weights for up to eight hours (Time magazine rated this Iron Man-like suit “one of the 50 finest innovations”)
A $9 robotics bet supported by Walmart with a $250 billion total addressable market
And a $3 company with clients like Walmart, Target, and FedEx — as well as more than 300 patents – making HUGE advances in the booming warehouse automation field.”
What exactly are these “other RPA picks”?
I have no idea who Fessler’s “$7 machine-learning pioneer” is based on the absence of information.
However, I believe I have a good idea of what his other choices are.
Here are some of my educated guesses:
- Sarcos Technology and Robotics Corporation (STRC) might be the “$6 producer of a robotic exoskeleton” selection since Fessler’s description fits the robotic exoskeleton mentioned in this article. And his guess regarding the company’s stock price is correct.
- Symbotic, a robotics and automation firm funded by Walmart, might be the “Walmart-supported $9 robotics bet.” Symbotic is a private firm, but Reuters reports that it may go public via a SoftBank SPAC dubbed SVF Investment Corp 3, which (roughly) meets Fessler’s pricing range.
- Finally, my investigation reveals that Berkshire Grey (BGRY) is Fessler’s last selection, given the company’s operations, clients, patents, and stock price all seem to fit what Fessler mentioned in the presentation.
I almost feel awful for exposing so many of Fessler’s recommendations (lol). But, at the end of the day, they are all simply educated guesses based on publicly available information.
I’m not a subscriber to the Oxford Growth Investor service, where he discusses his recommendations, and I haven’t read the reports that go into depth about the firms he recommends.
As a result, I can’t guarantee that my assumptions are right.
In any case, finding out what stocks someone is teasing is one thing; knowing why they’re positive and what objectives they’ve set is quite another.
If you want to find out what his recommendations are and read his research reports, it could still be worth checking out the program he’s hawking, Oxford Growth Investor.
What Is Oxford Growth Investor, and What is the mechanism behind it?
David Fessler and his Oxford Club colleague Matthew Carr operate Oxford Growth Investor, a financial analysis service concentrating on growth companies in the IT and biotech industries.
Fessler and Carr, according to Fessler, explain readers how to benefit from “the world’s fastest-growing industry.” Apart from biotech, they are interested in 5G, AI, self-driving vehicles, augmented reality, cryptocurrency, and the metaverse.
“We teach our readers how to earn from the world’s fastest-growing businesses…
AI and 5G… Augmented reality and self-driving automobiles… Cryptocurrencies and the metaverse…
Listen, if there’s a new technology that’s transforming the world, you can depend on my partner, Matthew Carr, and myself to figure out how to profit from it.”
What is the mechanism behind it?
It only $49 to join Oxford Growth Investor, and as a member, you’ll receive monthly insights and suggestions from David Fessler and Matthew Carr.
Subscribers gain access to research papers explaining Fessler’s selections (including the report mentioned previously), weekly updates on the recommendations, and two model portfolios in addition to stock picks.
The “Best-in-Class Portfolio,” which accounts for 60% of the recommendations, is one of the portfolios. The other is known as the “Safe Speculation Portfolio,” and it consists of the remaining suggestions as well as options.
I’m not a subscriber of this service, but considering the sorts of firms Fessler and Carr suggest (small growth stocks) and the fact that some recommendations incorporate options, it’s reasonable to assume that this is one of the most speculative advisers out there.
Nonetheless, The Oxford Club (the firm behind it) is a legal business, and Fessler and Carr have decades of experience between them.
David Fessler is a stock trader with over 50 years of expertise and a degree in electrical engineering. Matthew Carr, The Oxford Club’s “Chief Trends Strategist,” has two decades of expertise and a history in energy-related equities.
While there’s no guarantee you’ll profit from their recommendations, the service may be worth investigating if you’re interested in the sorts of investments they suggest.
The most essential thing, in my view, is to not invest more than you can afford to lose and to understand that there are always dangers while trading.
The “RPA” talk by David Fessler is about robotics automation and how it might help alleviate the labor crisis in the United States in the future.
I’m no stock picker, but I tend to agree with Fessler and other “experts” in the field that automation is a foregone conclusion.
I also believe that recent events, such as the pandemic, supply chain disruptions, inflation, and the Great Resignation, have exacerbated this tendency.
Even without them, I believe that the general automation trend is unavoidable since, after all, what organization doesn’t want to enhance its efficiency and profits?
Even if you are correct about the broad trend, you might still buy bad stocks. As a result, there’s no assurance that Fessler’s stock recommendations, or anybody else’s, will earn you money.
That is, at least, my opinion.
What are your thoughts? Will millions of people “lose everything” because of robots, as the presentation suggests? Or is it all a little much? Do you believe my predictions for Fessler’s selections are correct? Please leave your thoughts in the comments section below, and thank you for taking the time to read this.
- rpa developer