Today's announcement from Vitura, confirming the shipment of the 2 millionth unit through CanView, indicates a clear slowdown in growth. Connecting the dots, the evidence becomes apparent. 

The last milestone of the millionth unit was achieved a year ago, with a run rate of approximately 1 million units per year already established then. This is consistent with the release from December 2022, revealing sales of nearly 215,000 units in the first quarter of FY2023 alone, suggesting they were already there at the time, and now not much as changed. 

Also, this year's release lacks the useful revenue figures and forecasts provided in the previous update. The absence of these key metrics raises concerns and diminishes the clarity around Vitura's financial performance. There were positive aspects from the release, such as an increased product count (280 vs. 200) and a successful transition to CanView 2.0. However my thesis for them was based primarily on growth; I was assuming sustained growth above 20% minimum. This is now compromised.

The straw that broke the camel’s back for me though was the acquisition of Doctors on Demand. What the f**k is that all about? Isn’t there someone on that board or the leadership team that’s seen that no Telehealth company out there seems to be able to make the business model work? 

The acquisition, coupled with the growth stagnation, led to my decision to divest. 

Another one to add to my pile of mistakes. You live and you learn. On to the next one.