Adhir Kadve • Eight Capital

Question 1

Adhir Kadve's questions to WELL Health Technologies Corp (WHTCF) leadership • Q3 2024

Nov 7, 2024

Question

Adhir Kadve inquired about the composition of the M&A pipeline, specifically the distribution between the absorption model, primary care acquisitions, and diagnostics. He also asked for drivers of Circle Medical's accelerated growth and color on its expected Q4 "cooling off."

Answer

Hamed Shahbazi, Chairman and CEO, explained that the over $100 million pipeline is balanced across Canadian clinics, technology (WPS), and CRH, and is not expected to be margin-dilutive. He attributed Circle Medical's growth to its significant technology advantage and its model of converting single-need patients into long-term family practice patients. Shahbazi clarified the Q4 slowdown is temporary, related to the growth team retooling software and workflows to support compliance requirements.

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Question 2

Adhir Kadve's questions to Open Text Corp (OTEX) leadership • Q4 2024

Aug 1, 2024

Question

Adhir Kadve inquired about how the sales approach has been adapted for the uncertain macro environment and asked about the main gating factors preventing customers from moving beyond AI pilots to full-scale deployments.

Answer

President, Worldwide Sales Todd Cione explained the approach is focused on 'excellence at the basics' and leveraging internal AI to boost sales efficiency. President and Chief Customer Officer Paul Duggan added that a key adjustment is building up professional services talent for AI to act as a differentiator. CEO Mark J. Barrenechea noted a key dynamic with AI is that customers are using it to tackle very large, complex problems, which inherently requires more significant investment and planning compared to smaller projects, rather than there being a specific gating factor.