TDOC will not shake usTDOC is a very different business and model than WELL. It's failure will not shake us, as can be seen in the stickiness of our stock price.
WELL is growing revenues and free cash flows, and has much more flexibility than TDOC. WELL is a HoldCo with business subisdiaries that are super resilient! Look at MyHealth... what a phenomenal business. Look at CRH, also a phenomenal business. How about Circle... growing into a standalone monster of a business.
At some point, anyone looking to value WELL will take a sum of the parts approach, recognizing WELL to be the home to a lot of great businesses. I know the haters will bark at the Berkshire Hathaway analogy, but that is the type of business model Hamed is aspiring towards. I think he and company will get there... with time.
Look at CloudMD... a company that is literally falling apart at the seams, CEO transition, directors resigning.. share price in complete retreat... we are not like them. We are steadfast in approach, lazer-focused in execution... that is why we are experiencing so much growth and success. At some point, our stock price will reflect as such.
As I have said many times before... in 2040, when we are a $30Bn company free cash flowing $2Bn per year, everything will be fine... as it is now.