Hard to stomach

We have to admit that it’s very difficult for us to read the Livongo earnings call transcript and review the slides they used without wanting to puke. We have seen this movie before, and we know how it will end. Yet there are so many how haven’t seen this show, who believe that Livongo has found the magic bullet which is why they continue to drink the kool aid and go back for more.

Just to be clear here shares of Livongo will move higher today as the results they announced yesterday on the surface looked very good . . .

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