Some investors might view a stock that's down more than 90% from its all-time high as damaged goods. Teladoc did, after all, grossly overpay for its acquisition of applied health signals company Livongo Health, which resulted in $13.4 billion of... — read more
This is a steal right now
Yes, it's risky but possible long-term gains are enormous. I'm not looking for quick money with this one. I buy when I believe a company will recover, even if I know that recovery won't be fast. I'm convinced that's going to be the case with TDOC... — read more
Why I decided not to buy right now
Draper feels that Teladoc remains overly exposed to the consumer segment, as it derives roughly 40% of its revenue from such users. A strong dollar also won't help; as a telehealth services provider, of course it's not particularly constrained by... — read more