Doctor Care Anywhere -
Felt like an Idiot for a long time, Purchased just after the IPO, doubled down, COVID came along so I'm on to a winner...
How wrong was I, turned out I was very wrong,
I let macro lead my decision making process, I thought about Teledoc, Insta Scripts etc.
DOC are doing a good job in the UK, but not enough to warrant the prices I paid ( price is what you pay, Values what you get, Uncle Warren)
It has become a very small part of my portfolio, even though I should sell, I have made the conscious decision to keep hold of it, following a recent $18 Million working capital loan from Health Care provider AXA.
Being early can still being wrong.
Holding it in my portfolio is also good for me, helps remind me to remain focused on the businesses I chose, and Not Macro.
Thank you to everyone that shares their knowledge, In a world of greed, finding this community goes against the grain and I couldn't be more grateful to you all.still making mistakes but I feel more Informed and educated.
Merry Christmas and Happy New to you all.