WELL Health Technologies Corp T.WELL

$1Bn revenue per year within sight

[thelostarc]

Given the latest quarterly, and managements expectation of >$700MM run-rate revenue (without acquisitions) exiting 2023... $1Bn/year revenue is within sight.

With acquistiions, we might be exiting 2023 with a run-rate closer to $1Bn. On the organic front, our US subsidiaries continue to grow while the Canadian clinics business predictable, growing, long-term free cash flows.

WELL truly is a platform company, making free cash from cornerstone businesses and re-investing in growth opportunities... its starting to sound like Berkshire Hathaway 1970... whereas Berkshire got the majority of its free cash flows from insurance businesses, WELL is getting it from clinic businesses. Just like Berkshire was able to invest that cash in growth opportunities, WELL is doing the same, a difference being WELL's sector focus on health. 

We've got the balance sheet for it, I wouldn't be surprised if WELL picks up a few more health businesses at depressed valuations...

$2Bn revenue per year 2025
$10Bn revenue per year 2032
$20Bn revenue per year 2040

Even the most negative of critics can agree that these revenue projections are possible.

Primary healthcare still remains a highly fragmented market. WELL can continue consolidating, driving efficiencies that benefit doctors and patients, and recycling free cash flow.

Long term shareholders stand to benefit greatly from management's acute ability to identify opportunity and allocation capital. Expect the firm to start paying a dividend 2030 onwards!

I won't be selling a single share, this is a lifetime hold.

[BudFoxx2020]

TheLostSoul.  This clown went from 10 year hold, to 20 year hold, to 40 year hold to LIFETIME HOLD.    Lololololollol.  Can't make this stuff up.  This is as dumb as an investment advice can go, just like the poster.  Might as well donate your money to charity and do something good.  SMH.    

[yureja44]

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