Doesn't matter what's the market cap is - micro or large, the quality of any business is never unseen. You screen through the last 5-10 years of balance sheet and cash flows and you'd know what can and cannot compound wealth. Narrative alone is useless. Numbers have to match.
![](https://pbs.twimg.com/media/E3_3VfGVoAgixpn.jpg)
More from Sajal Kapoor
@shuchi_nahar @AnyBodyCanFly Created this thread in 2018, as saw this coming. Covid actually accelerated the trend … next disruption will be lead by biosciences. Unseen today be seen few years out
Technology is enabling new ways of credibly accessing medical knowledge via smart phones / tablets.
— Conviction | Patience (@unseenvalue) November 8, 2018
Android, iOS have > 5k health / fitness apps like @Medscape, pointing to a future where the Tech. drives a part of medical knowledge and therapeutic guidance instead of a Doctor!