TDOC

I have written that most companies in the enterprise IT space are seeing exceptionally strong demand as business users and consumers embrace digital transformation technology. We try to ensure that our portfolio is focused on the names in the space that support the digital transformation paradigm. That has worked out for the most part, most…

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Buying the dip

The last few trading sessions have seen a rather significant reversal of investor preferences. Risk-off is ruling investment sentiment and has pulled down many high-growth IT names by as much as 20% in a few days. Losses, as is typical in a panic, have been fairly indiscriminate although the names with the highest EV/S valuation…

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Summary Teladoc has announced plans to acquire Livongo creating the largest business in the teleheath space. Merger terms seem fair to me-although there has been some disgruntlement on the part of investors in both companies. On a pro-forma basis, the new company will start life with about 138 million outstanding shares and with a small…

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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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