@Top100Rick@gsu19dek If it’s in the rules to ride or walk, I think you’d be putting yourself at a disadvantage to walk. So it’s whatever the rules say. Walking when your competitors are riding is like playing basketball without shoes.
@richard_3rd_wl@kieranwgoodwin This is true. KFIT is much smaller and newer, so 75/80% of its holdings show up in FSK. < 50% of FSK is in KFIT. And FSK’s major impaired names aren’t in KFIT.
@jasoncook55@Molson_Hart I’d wonder about earlier detection playing into this with Cologuard at home, etc. Assume that no one died of “colorectal cancer” 500 years ago. They just died.
@johnhfio@patrick_oshag Really enjoyed it. The only question I thought wasn’t asked - what about all the copycats of your products?! Seems like a big consideration for creating enterprise value in DTC these days.