Great write up.
This is a winner takes all market, whoever takes market share eventually control profits.
Amazon recently decided to get into Telehealth in the US and alongside other multinationals will eventually be looking for acquisitions in Europe and Australia.
Teladoc is now Cathie Wood and Ark Invests second largest position which goes to show you how much they believe in digital health and the huge upside ahead.
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Great write up. This is a winner takes all market, whoever takes...
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