Q: Is VitalHub exposed materially in a recession?Seems the sector is somewhat protected?
5i Research Answer:
With its focus on physicians/patients, we would expect VHI to be 'less' exposed in a recession but there still could be some impact. It was not around in the last harsh recession to gauge financials. We might not expect a huge impact to fundamentals, but investor sentiment is always trickier to call in a recession.