RE:When trolls don’t have an argument leftTrolls and shorts like Bud and Bandit and Doggystyle Firefox 69 on Nintendo 64 really have nothing to say do they. They got nothing.
WELL on the other hand, has nearly everything:
- a dedicated management
- a completely aligned CEO; not taking salary; who has put money into the company at every turn; literally paying to work there up to this point
- several strong cornerstone investors; including the Asian equivalent of Warren Buffett - Mr. Li Ka Shing
- A business in the stickiest part of the economy, healthcare
- Bringing an archaic primary healthcare system into the 21st century
- Ample cash on hand and access to further capital
- a disciplined capital allocation strategy which has led to numerous accretive acquisitions (just compare where Circle was when we acquired them and where they are now)
- a company that has grown from $10MM per quarter to $100MM per quarter over 2 years... not hard to imagine they could keep growing... is it?
- positive free cash flow
- the ability to position revolving credit at the sub-ordinate level through a non-recourse structure
- subsidiaries that will pay themselves over many fold over the next 10, 20, 40 years (CRH and MyHealth)
- The ability to buyback shares should price be too low
- A highly recognized EMR data system
- Multiple internal growth engines
- Amazing corporate culture with a focus on diversity, equity and inclusion
- Headquartered in beautiful Vancouver!
- A CEO who sold his last company to Paypal for hundreds of millions
- A CEO who looks like he just stepped out of an Olympic sport training camp on the Island of Heraklion (please excuse the Greek reference in describing someone of Persian descent); literally embodies the companies mission of health and wellness
- A COO who was #2 at Avigilon, a billion dollar Vancouver-based tech firm purchased by Motorola
- A wide network of doctors, the key asset in this business (resource tied up); this is one source of "moat"
I can go all day... shorts can only go so long.. 30 second? 1 minute?
The joys of being long a stock. It's funny, some of the trolls talk about being on the boards for 20 years, yet they shiver at the sound of holding a stock for that long! What kind of investors are these? It feels shameful to even call them investors, diluting what it means to invest. These are just short-term traders.. what the market calls "noise" or "noise traders"... they'll turn up the volume, screaming like toddlers at any given chance. They can make all the noise they want, the business will grow whether they are crying or not. The WELL business will continue to succeed, with or without them holding the shares.
Trolls...