I liked this paragraph I saw today on another well known investment website:
"Telehealth unsurprisingly boomed in 2020 as an inability to meet in person forced doctor consultations online. Referring to the US, "In February'20, just 0.1% of primary care visits covered by traditional Medicare were done via telehealth. By April'20, it was 43.5% — more than a 400-fold increase.” - Alex Azar, U.S. Secretary of Health and Human Services. Although expected to snap back in 2021, telehealth will continue to benefit in 2021 albeit at a slower pace."
Different space than GMV (remote doctor vs remote monitoring), but encouraging none the less.
GMV Price at posting:
3.9¢ Sentiment: None Disclosure: Held