Morsa Images/DigitalVision via Getty Images The strong rally on the stock markets since 2023 has also led to a solid stabilization of share prices for many former high-flyers. Normalized expectations met with an increasing risk appetite among investors. This was not the case with Teladoc (NYSE:TDOC): the share was unable to benefit from this in…
PeopleImages/iStock via Getty Images Introduction & Investment Thesis I initiated a buy rating on Teladoc (NYSE:TDOC) on January 24, 2024. However, since then, the stock has declined by 28%. The company reported its Q4 FY23 earnings, where it saw its revenue grow 8% YoY to $2.6B and Adjusted EBITDA grow 33% YoY to $328M. While…
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…
Teladoc Health, Inc. (NYSE:TDOC) 42nd Annual JPMorgan Healthcare Conference January 9, 2024 4:30 PM ET Company Participants Jason Gorevic – CEO Conference Call Participants Lisa Gill – JPMorgan Lisa Gill Good afternoon. My name is Lisa Gill, and I am the Head of Healthcare Services at JPMorgan. With me this afternoon, I have Teladoc Health….
ipopba Teladoc Health, Inc. (NYSE:TDOC) is sinking towards multi-year lows despite the virtual care company reporting strong adjusted profits. The stock market convinced companies to focus on profits and now the fear is the lack of revenue growth. My investment thesis is ultra-Bullish on Teladoc Health, but the telemedicine provider needs to return to focusing…
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…