One q - you mentioned "they have explicitly stated that they don’t plan on expanding in the USA for reasons I will cover later" - I couldn't find which reasons. Do you mind elaborating?
ops, yes I will add this part, there are two main reasons, 1st being that acquisitions are much more expensive and the second and main one being that VHI is focused on single payer based systems (Canada, UK Europe and Middle East) USA actually operates in multi payer system, which is a much more complex system and requires VHI to make tremendous changes to their products as well adjust for the very tedious regulation system. They basically can deploy capital more effectively to the countries they already operate and are single payer focused. I hope this helps
I bought VHI a few years ago and wrote about them at the time. Sold them when there was issues facing their offshore developers. That turned out to be a mistake and I recently bought some back.
Great work! Tysm for sharing.
One q - you mentioned "they have explicitly stated that they don’t plan on expanding in the USA for reasons I will cover later" - I couldn't find which reasons. Do you mind elaborating?
Thanks!
Hello! Thanks For the kind words
ops, yes I will add this part, there are two main reasons, 1st being that acquisitions are much more expensive and the second and main one being that VHI is focused on single payer based systems (Canada, UK Europe and Middle East) USA actually operates in multi payer system, which is a much more complex system and requires VHI to make tremendous changes to their products as well adjust for the very tedious regulation system. They basically can deploy capital more effectively to the countries they already operate and are single payer focused. I hope this helps
I bought VHI a few years ago and wrote about them at the time. Sold them when there was issues facing their offshore developers. That turned out to be a mistake and I recently bought some back.
That's very interesting, when did you buy back again?
I love how thorough this was!
I appreciate this Shrimp!!