LVGO

I have gotten many requests for comments about the announced acquisition of Livongo (LVGO) by Teladoc (TDOC). I usually like to do a bit more of a deep dive, but I have been asked if I would comment sooner rather than later and provide advice to subscribers. I am always responsive to those kinds of…

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In the distant past-say maybe 6-7 years ago, the period before earnings season was particularly tense for analysts. We would wait after the close to see which company if any had been forced to preannounce. Most quarters there was typically some high-profile casualties. With the broad adoption of SaaS consumption models for software procurement, there…

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April showers bring May flowers. Of course in NYC, there are also April flowers, and this year, there were even flowers in March. It is a dark, windy, rainy day here, but life goes on. Livongo Health is a name I reviewed back in January before the virus was a prominent factor in stock selection.…

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Summary Livongo Health is a fairly recent IPO that is one of several recent digital health companies. The company describes its mission as one of AI+AI or Aggregate/ Interpret/Apply/Iterate. The shares are trading around where they opened back in July despite very strong quarterly results reported in November. Growth has been and remains at triple…

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