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Subject:  Re: How is ARK Invest doing? Date:  5/8/2021  7:37 PM
Author:  rainphakir Number:  117672 of 117886

I followed Saul out of OKTA.

I also sold TDOC. I still believe in the promise of the concept... I just think that with more people being vaxed, and relaxing of the lockdown policies, more and more people will go back to f2f office visits. Therefore, less demand for TDOC services.

In addition, the health care providers with whom I'm familiar, are working HARD to build their own telehealth processes. And, these health INDUSTRY entities have the home field- they control how their victims interact with the healthcare providers. They will not willingly give up a percentage gain to TDOC... TDOC has significant competition, IMO.

ralph is vaxed 2x.
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