Bulls vs BearsIn the Morningstar style
Bulls say:
- WELL has high revenue growth ahead without dilution
- WELL is cheap on revenue, EBITDA and operating cashflow basis
- The mix of brick and mortar clinics servicing and cloud-based solutions makes a good composition of steady revenue and high-growth.
Bears say:
- WELL's growth is based on spending money on acquisitions
- WELL isn't profitable yet on an earnings basis
- WELL has overpaid for its acquisitions and the goodwill/intangibles are inflated
Obviously, at the current share price, I'm on the bullish side of things. So far, management has been pretty good on overachieving on their guidance, so there's little reason to doubt they'll achieve the numbers they quoted, imo.
There are a number of smaller arguments both bullish and bearish but I would be careful about blowing them out of proportion, and would be weary of the posters that are constantly doing that.
Lastly, there are the others, who pretend to be stock oracles and waste their time (and others) posting on these forums. They deserve to be ignored.