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Originally Posted by jpeezy14@hotmail.com
Broke my "not investing in new IPOs" rule and initiated a small position in AMWL. It hasn't runup like crazy when compared with other IPOs, and I do see value in the company here.
Shifted some money from TDOC and moved into AMWL to hedge; I consult in the healthcare field and do believe that these two are the major players in Telehealth...doesn't hurt to own both.
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Been contemplating AMWL also. Think I’ll hold out a bit, but can’t argue getting in now now as well. I think TDOC and AMWL differ enough that the coexistence/coin vestment makes sense - a bit more in-hospital technology focus for AMWL. I’m still not convinced either of these will be the Google-equivalent of healthcare, but it’s the best we’ve got right now.
Out of interest, may I ask what areas you consult in for healthcare? As I’ve mentioned before, I work in healthcare/technology as well, so just curious :)