Teladoc: Zero Moat – Expect More Volatility Ahead (NYSE:TDOC)

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There Is No Moat Around TDOC’s Telemedicine Investment Thesis

We previously covered Teladoc (NYSE:TDOC) in February 2023, discussing how its supposedly blockbuster 2020 Livongo acquisition worth $18.5B had drastically underperformed against the 2015 BetterHelp acquisition worth $4.5M.


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