1. i think comments should be worth 1 pushup PLUS 1 situp
2. the holy grail of smart medical devices is a non-invasive glucose monitor. there are MANY big players pursuing this, including both medical device companies as well as apple, samsung, etc. integrating their software when this becomes available will be a big deal, but there will be a lot of competition. this will destroy their glucose meter business.
3. i worry a bit about malpractice risk for telemedicine, depending on the nature of the complaint/specialty of the service. i assume they self-insure given their size, but i wonder if they re-insure for claims beyond a certain level.
If you like this company you will also like Optima health, they do almost the same but they are market leaders in the UK, making a lot of acquisitions on this fragemented market. Trades at a realy cheap forward valuation, it is completely undercovered I have published the only thesis about the company in the internet and a lot of insiders have been buying like crazy.
Not sure about this one. Good news they changed management, but i still think there is competition and so on. Wouldn´t bet on this one, it´s rather bust than 10x for me.
couple questions - i'm not super familiar with amazon one medical, but isn't that the same concept? is the management team that did the livongo deal still in place? doesn't speak well of their capital allocation skills that they purchased this thing instead of issuing stock like crazy during the mania.
1. i think comments should be worth 1 pushup PLUS 1 situp
2. the holy grail of smart medical devices is a non-invasive glucose monitor. there are MANY big players pursuing this, including both medical device companies as well as apple, samsung, etc. integrating their software when this becomes available will be a big deal, but there will be a lot of competition. this will destroy their glucose meter business.
3. i worry a bit about malpractice risk for telemedicine, depending on the nature of the complaint/specialty of the service. i assume they self-insure given their size, but i wonder if they re-insure for claims beyond a certain level.
If you like this company you will also like Optima health, they do almost the same but they are market leaders in the UK, making a lot of acquisitions on this fragemented market. Trades at a realy cheap forward valuation, it is completely undercovered I have published the only thesis about the company in the internet and a lot of insiders have been buying like crazy.
I will give it a look! Thank you
Not sure about this one. Good news they changed management, but i still think there is competition and so on. Wouldn´t bet on this one, it´s rather bust than 10x for me.
couple questions - i'm not super familiar with amazon one medical, but isn't that the same concept? is the management team that did the livongo deal still in place? doesn't speak well of their capital allocation skills that they purchased this thing instead of issuing stock like crazy during the mania.
The CEO is different now. Printing for cash vs printing for assets is similar enough. They did monetize their stock at absurd valuations.
I believe Hims is the best option in this case.
This is another one I got clobbered on in days gone by. Maybe worth a second chance