2017 The new Capital, page-495

Hi @Green56FJ, did you get any response from AH on your query?

The more I think through the 25% Enlitic stake, the more I am convinced it will be worth more than CAJ's current MC in as little as 2-3 years. If they get any kind of FDA approvals, every diagnostic machine manufacturer will be wanting that piece of software in their device. Very high margin business with unbounded scalability. Their current software model appears to be post processing of the images outside of the device which means they get closer to a per usage/retail fee. Both models are lucrative. It will definitely be worth more in the hands of a bigger player, so a t/o would be a good probability after regulatory approvals, imo.

It's a rare opportunity for a retail investor to get access to unlisted potential Unicorn.

I need to do a deeper dive of the Enlitic business before I commit more funds given I am well over my portfolio allocation here.