RE:RE:RE:RE:RE:RE:RE:RE:Started a PositionHrgoyal,
You are not wrong, neither is Speedy99. Top line matters because it indicates the business is growing. Profit will follow, in time. For now, a good indicator for you might be the free cash flows of the business, positive, growing and durable.
WELL will continue to grow organically (via investments in subsidiaries such as Circle Medical) and inorganically (via further acquisitions). Both avenue of growth will serve the company just fine.
I know some people screetch when they hear about 5, 10, 20 or 40 year investment horizons, but it takes time to do all the things a company like Constellation has done. Not gonna happen in a month or 6 months or even a year. It will take years and decades of consolidation and re-investment to grow WELL to a behemoth. If you have the time and the staying power, feel free to come on the ride with long term shareholders. If not, that's okay too.
I would say WELL is a good investment if you have a long term horizon. If not, there isn't much for me to say. Though, there is a lot of content generated by short-term investors and shorts on this board you can refer to, should you choose.
I would say I don't see WELL as the next Constellation or Amazon, I see it as the first WELL. It's specific industry of consolidation and digitization, healthcare, is just ultra sticky and inelastic, making it a very different company than Constellation and Amazon.