RE:RE:RE:DOC moves to number 1 holding position in this GROWTH FUND Hi Doug, a while ago I decided that I would need to make a long term bet on either Cloudmd or skylight health.
The SHG model was somewhat similar except they were more US focussed and sold a subscription trlehealth model which I really liked, the one downside is they went with Amazon cloud for their platform.
CloudmdI picked because they developed and owned their platform and I really liked the M&A, especially EHS, Visionpros and Oncidium was a bonus after the fact.
So I like both nodels but I like Cloudmd a lot better but both are great well managed companies.