DIAGNOS Fooled Us

Why we are dropping DIAGNOS from our portfolio

We added DIAGNOS to our portfolio in December. Our investment thesis was based on the company’s partnership with EssilorLuxottica, which, as DIAGNOS CEO Andre Larente described during our December video interview, was to install DIAGNOS’ retinal imaging software in EssilorLuxottica stores in the U.S. We thought that this was an amazing opportunity. Ess…