VHI Position within a Possible Telehealth Bubble

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Mat, I think I read that you had cautioned on a telehealth bubble in a writing somewhere (Twitter, perhaps) and with all the Telehealth Companies emerging, do you still think that VHI is going to be a winner within new competition? Are the new emerging companies that you are seeing doing the same type of thing? I know these are spec questions, but I’d like your take. Do you think VHI has enough of a hold in the space to be relatively safe over the long term? Thanks!

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Asked on December 20, 2020 10:00 pm
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