Telehealth is an amazing opportunity right now. Amwell and teledoc. Crazy cheap because of reopening, but the trend isn’t going anywhere and CMS keeps expanding what they will reimburse. Plus telehealth is expanding into remote care monitoring and devices and chronic condition monitoring.

I feel like these are huge bargain buys, but then i also know Amazon is considering moving in (they also failed in healthcare recently with haven). Thoughts?

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Still too pricey for me (up >100% from pre-COVID levels) give they uncertainty about who will lead in the space. The whole model of employing physicians (crazy high hourly wage) to provide telehealth services, which are reimbursed at a much lower rate, seems like it has a long road to profitability. Agree with you that it’s moving in the right direction, though. I think changes in licensing requirements to make the model less physician-dependent are as important as reimbursement rate adjustments.

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