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Teladoc Health, Inc. (TDOC)

NYSE - NYSE Delayed Price. Currency in USD
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27.03-0.97 (-3.46%)
At close: 04:00PM EDT
27.20 +0.17 (+0.63%)
After hours: 07:59PM EDT

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  • T
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  • C
    This company has increased revenues by nearly 10x since 2017, yet, the stock price is almost the same as it was then. Makes no sense, imo. However, with such fear in the market right now, nothing is surprising.
  • m
    I never invested in TDOC until recently. I paid $33.03 a share and now it's down significantly since then in a short time. A small gamble. That said, I am not so worried about the good will write-off and the overpay for Livongo, much of it paid for with inflated stock as well. It's still pricey on a price to free cash flow basis, but there can be positive cash flow and long term growth.

    I have a lot of high dividend boring stocks and take fliers sometimes with the dividend income. Good luck all.
  • S
    Revisiting thesis:

    TDOC — July 2015 IPO price: $19 (market cap: $0.7B), begin trading $28 (market cap: $1.03B), Revenue (July 2015): 0.06B.

    LVGO — July 2019 IPO price: $28 (market cap: $2.5B), first day trading stock surged to close at $38.1 (market cap: 3.4B)…

    Then both stock surged crazy high. When merger announced in August 2020, TDOC was over $200 and LVGO was over $125. TDOC bought LVGO almost all with their stocks, they only paid $11 cash, which was less than 10% of the 18B deal. Around the time of merger, TDOC was reported their 2020 third quarter revenue about $0.3B (with y/y growth of 109%) and LVGO’s 2020 third quarter revenue was $0.106B (with y/y growth of 126%).

    Now combined (TDOC + LVGO) company revenue has reached $2.3B, combined market cap is $4B and still growing about 18%.

    I do understand macro is not favorable, but the asymmetry in the valuation has started to be really funny.

    What was the wrong thing, buying LVGO by their share, when their share was almost peak point? Commenters have been blaming TDOC management as if they paid LVGO $18B. That is a complete illusion. They almost all paid with their lofty shares at the peak. Indeed, we should congratulate the management with this merger. Yes, because of this smart move, they had to declare goodwill, at the end of the day this $18B transaction is on their book, and they just corrected by writing off. The earning looks like negative, but it is just on papers. Both companies are growing and they are leaders in their segments. There is a hidden value in this merger and consequent goodwill. It seems that this merger created a potential asset play.
  • K
    Knot Sweaty
    Even double the market cap is not half of what they paid for livongo. This is at dirt cheap prices lower then anyone would of ever expected. Definitley a bargain that I don't see lasting to long. People are not going to the hospital for basic health needs.
  • S
    Slim Chin
    And what investors are also not factoring in on top of this discounted price is one of its main competitors amazon is shutting down its healthcare business and if someone asks amazon for a doctor it goes to teladoc. So they are basically giving Teladoc a lot of their customers as they close down in december.
  • G
    TDOC is now down 90% from its peak in January 2021.
    The price-per-book is 0.71 - it means that TDOC is clearly under-valued, even if it'll get liquidated tomorrow morning. (And it's soooo far from that, as it's still a growth company with plenty of potential...)
  • e
    WiMi Hologram Cloud Inc.
    I guess we're not far from takeoff. $WIMI $TDOC
  • C
    So TDOC took some huge write downs on Livongo, but didn't they just purchase them in a share transaction? In which case, considering how much TDOC's stock has dropped would really mean they didn't overpay since both stocks were overinflated. Just thinking that TDOC's losses might be overinflated???
  • P
    Puff Pastry
    Added 7000 shares on Friday. Man this stock has been one of the very worst performers however their business is one of the best seeing a positive earnings at end of October up to 10,000 shares now.
  • P
    Wait until the end of October for earnings report and TDOC will recuperate quit a bit. Don't loose patience.
  • C
    Do you invest in the stock market? If so you need to join for their daily emails with must-have watchlists. I don’t know what I would do without them!
  • P
    Puff Pastry
    Good time to add going to be a bullish earnings end of the month
  • D
    All this talk about the write offs is interesting, but they still have more to write off depending on what valuations they give. I think if they are done with the write offs they would have said so. I’m a long investor here and have huge loss but still worry myself to death about it. Having said this I am still not selling. May buy more if earnings can give me some kind of clarity as to the future.
  • P
    Puff Pastry
    Only 3000 shares for now - goal is 10,000 so not concerned with the day to day. This company has huge potential.
  • t
    Long at 28.23 let’s squeeze them shorts to 50 lol
  • t
    Yes let’s goooo
  • B
    I cannot even fathom how much $$ people have lost in the last few years on this, Nvidia, Peloton etc etc. this was a 290/share stock 2/2021 and it’s now 30 bucks, ouch!! I’m starting to think buy and hold is not going to work moving forward.
  • t
    Cmon longs let’s do this for CW