RE:Sunday Read MaterialMy thesis for DOC over WELL is as follows:
First, both are execllent companies and will ultimately do well - no doubt.
Why I have put most of my Healthcare cash into DOC is, I saw early on what Hamza was quietly doing ie building both HIGHWAY and Verticals that provide the proposition expertise end-to-end.
IMO: DOC now has a tech proposition unlike any other including TDOC. It has the real ability manage a patients care all the way through the health journey incl mental. The tech also is frictionless ie it works for patient, practioners and payers which is enormous vs todays systems.
So, execution as a SaaS like DOC: it has an ability to go global overnight with the burden of continued acquistion in order to scale and be successful. Similarly, it has integrated multi-language tools like its Ai, iMD, SnapClarity, online eye exam via VPROS etc etc.....to healthcare system in Germany or Bulgaria or India - they can just install it and it will instantly make their systems and providers, better(with some training of course).
My point of why this is compelling? well, every country around the world has massive infrastructure, unions, investment in their healthcare and tons of regulations......that is a lot of cheese to move to be successful....so again, IMO: why blow up healthcare where those folks care and just want to make it better and more affordable? the answer is, you dont have too...keep ur bricks, ur staff, ur vendors and just install DOC......BOOM!!