Teladoc: Stock Has Likely Found A Floor With Upside Ahead (NYSE:TDOC)

urbazon/E+ via Getty Images Introduction and Investment Thesis Teladoc (NYSE:TDOC) is a virtual healthcare services company that has severely underperformed the indices over the last 2 years. However, the latest earnings call suggests there is growing evidence of Teladoc’s renewed focus on improving its overall profitability, as Adjusted EBITDA grew 73% YoY. While investors are…

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

ryasick 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. The overpriced diabetes/ remote monitoring deal had also resulted in a drastic share dilution, with the management…

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