healthcare services

…Exactly. You know, I think you got a lot of people with high levels of anxiety related to the uncertainty. But, you know, again, when there is uncertainty and the things that are as close to certain as possible. So things that have, you know, relatively less, you know, demand elasticity. So things like, you know, healthcare services, which obviously I spend…

…But his concept was you have to try and ignore some of the news and move through some analysis on it. And again, we're talking about a couple sectors, healthcare services that I broadly divide into provider services versus tech and other kinds of services where you're not a direct provider. The provider side has struggled a lot the last few years, at least t…

…And then there's everything else that sells into providers or payers or other places, which might be health tech services in all kinds of other services. And on both of those, depending what you're doing, they're not necessarily providers.…