Stick to the big picture, this is a Vaccine optimism dayhopefully the right one.
IF a vaccine arrives in 6 months, will there be a lineup for the Vaccine like for the iPhone 6? Will people jump on it and then start taking the plane and visiting South America?
Will the countries you want to visit have the vaccine as well? Will you be required to stay home for 14 days?
So many questions, so many IFs....
Why is Loblaws investing in Telehealth? Why is there a significant shift in the industry?
Why are we shifting to cloud? Why are we shifting to softwares, paperless accounting, virtual conferences, virtual 3D visits? This is not temporary or covid plays, there will be a shift in the way we will live.
Amazon has joinded, the race, Google is backing Amwell.
TELADOC has incredible growth since 2017. Was the growth of 2019 justified by COVID? No, because there is a shift. Hospitals, clinics are poorly managed.
There needs to be a digital shift. WELL and DOC are the ones to make this happen in Canada. Assisted with Maple and Dialogue.
Cheers
David