Good strategy execution for transition and looking forward to new leadership after Pepsi generation $TDOC

Many verticals have descended into cabals and cartels. A technology led counterbalance is long overdue.

$HTFL

No one can quantify the vision of rare talent

Good to see long time holding $ISRG pushing through some of the added cost to their business. From working in the industry I know firsthand how well the “competition” is faring against true long term vision and superb regulatory strategies. One of the best moats in the business

Don't fight the Fed or Pharma

$TDOC integration of AI at scale to enhance care: • For Clinicians: Prism platform uses AI to surface critical patient data & automate clinical notes, cutting admin time. • For Patients: AI now powers hospital's "Clarity" solution, proactively monitoring for falls & detecting

$TDOC core thesis summarized: 1) Operating Cash Flows (Cash is King) 2) Net Profit Margin on track to be positive for 2026/2027 (need to take out the impairments) 3)Impairment charges can benefit the new shareholder Future growth is debatable but expectations seem low relative to

Monitoring aggressive positioning into $TDOC

Looks like volatility incoming $PLTR

"Life begins at the end of your comfort zone"

Three economic areas of focus: 1) Inference (Efficiency Frontiers) 2) Interfaces (Data Value Chains) and what will come last but is not least 3) Interactions (Scaled Generalization)

Excellent $TDOC

After leading in a regulation focused role at a market leading AI focused medtech startup, I transitioned to a large medical device corporation for two primary reasons: 1) help enable AI health benefits at instant scale and 2) leverage years of experience to influence AI policy

Preach https://t.co/Qff0x5tyR6

If the investor fears price volatility, erroneously viewing it as a measure of risk, he may, ironically, end up doing some very risky things." — Buffett

If you work for any US AI company or invest in US AI - you really need to listen to the discussion about state-by-state AI regulation (45:04). I am not sure everyone is aware of how horrible this will be for US global competitiveness. We are our own worse enemy.

The top two causes of death in the United States, based on CDC and National Center for Health Statistics data, are: 1. Heart Disease $HTFL Justification: Heart disease consistently leads as the #1 cause of death, accounting for about 1 in every 5 deaths. It includes coronary