RE:Simply Wall St fair value for DOC
Couple of takeaways for me from the Canaccord Genuity presentation------ 1. The Cannacord moderator uses the phrase "creative m&a" to describe $DOC's recent growth -----market wants to see organic growth from cross-sells, upsells, end-to-end enterprise deals. This could start showing up from Q3, Q4 of this year........,,,.......... 2. Dr. Hamza mentions that Covid accelerated the business by 10 years --- market wants continued, accelerating growth post covid as well. This will take at least 1-1.5 years to prove, as Delta is still on.........If well executed, Organic Growth + VisionPros + White Label + US Expansion combined could take $DOC to $20 by mid-2023. Maybe $30 in 2024?