In this week’s Pod, Luke and I did a deep-dive into another of our 2021 model portfolio stocks, Teladoc Health, a leader in telehealth and with their recent merger with Livongo Health, remote monitoring and digital therapeutics.
This one-pager summarises the key points as we looked at the company through our ‘investing lenses’. This is not intended to be a buy/sell recommendation and is presented for informational purposes only, but for full disclosure, we both have positions in Teladoc Health.