![]() I charge 2% fees to give that kind of stock picking advice. All I know is that I’ve been a One Medical shareholder since they went public and have lost 1/3rd of my money in it, despite the acquisition being done at a 75%+ premium. ![]() Look I’m going to be completely real with you all, I don’t have a lot of hot takes here. What're Your Thoughts On The One Medical + Amazon Announcement? It’s as if people were in a race to divide the deal size by the number of patients and draw a point from it. I knew my feed was going to be permanently disfigured with lukewarm takes and patient journeys that use only Amazon products for the next few months. A big tech company had done something in healthcare, my own personal catastrophe. “Broooooo Amazon One Medical? Thoughts?”Įven worse. I sprung up quickly out of bed and opened the first message: I feared a catastrophe was happening in the world and people were reaching out to see if I was safe. When I woke up, my phone was filled with tons of unread messages. I’d like to pretend it’s because I was out having a great time the night before, but really it’s because I discovered this subreddit where people are working 2+ full time jobs simultaneously during the day and was up late understanding how they avoid overlapping meetings. This obviously doesn’t apply to me because it’s my newsletter and these are house rules. Try to keep answers to two paragraphs or less please. You have to actually be on the newsletter to submit a reply to it obviously. Please reply to this email with your thoughts on the question and let me know if you want to have your name included or be anonymous. Good answers are ones with a novel viewpoint, data to back up their claim, personal stories, and avoid clearly shilling something. I’ll possibly even make a meme related to your answer. In a future newsletter I’ll include ~3 of my favorite answers people reply with. I’ll pose a question and give my thoughts. Today I have a new post and discussion topic.
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