Stephen TakacsyThis might have been the reason for our decline in SP yesterday, although WELL barely moved. He has shifted into much more conservative stocks like telcos and utilities. GLTA
https://www.bnnbloomberg.ca/video/stephen-takacsy-discusses-well-health-technologies~2040594
DON'T BUY
WELL Health Technologies (WELL-T)
September 22, 2020
Telemedicine is a very hot space, but can't accept the valuations (he's a value investor). They make good acquisitions. Many revenues come from clinics. All tech companies have sky-high valuations, betting on future sales and earnings. Not for the feint of heart. The valuation is too high.
Stephen Takacsy, B. Eng, MBA
Price
$6.770
Owned
No