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LVGO - Teladoc And Livongo: Made The First Move In Telehealth; Huge Upside
Livongo Health Inc.
Investment Thesis
At the back of the merger news between the two industry forefront runners, Teladoc (TDOC) and Livongo (LVGO), our thesis is an optimistic one. We are convinced that telehealth is the future of healthcare. It improves lives, it improves work, it saves time, and it saves costs. For everything else, you have A&E at your local hospital.
Coming from a father of an infant child, Teladoc + Livongo gives me hope for future parenting experience. In the first year of parenthood, our daughter had so many health issues that my wife and