Livongo Health (LVGO) is a name which I have been covering extensively since it went public. My last take on the company was halfway through November when the company posted satisfactory third-quarter results. Fourth-quarter sales momentum remains very strong as the company has outlined a great sales guidance for 2020, although I am far from impressed with the margin guidance for the upcoming year.
The Thesis
I have been attracted to Livongo since it went public as it aims to "treat" chronic diseases through improvements in both technology and data science. The combination