May 5, 2021
Right Twice
Before Teladoc paid a whopping $18.5 BILLION for Livongo we stated that Livongo would either get bought or become the greatest short of all time. We also noted that we could actually be right twice as after being bought whoever acquired the company would then become a great short. Well it’s looking more and more like we’ll be right twice. Teladoc may not become the greatest short of all time but shares continue to fall as investors have awakened to the fact there is something called competition.
They are also beginning to realize that digital/virtual health . . .
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