LVGO - Teladoc Health - Be Patient This Investment Will Work Out

• Teladoc reported outstanding Q3’20 results. This marks the last quarter as a standalone company.
• The margin of safety for investment is high as even without considering potential synergies the combined result with Livongo shows a huge upside.
• The reality is that Teladoc and Livongo are a match made in heaven for all stakeholders.
• Their TAM will be expanded by adding new products, clinical diagnosis, expanding to new distribution channels, and internationally.
• But what’s even more interesting are the opportunities to go D2C and to create a new insurance product. Eventually, they could be the primary care provider, the first point of contact for people in need of healthcare.

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