$Teladoc Health(TDOC)$ $TDOC — we were not wrong, just early. Reason for recent is last time Livongo MAUs were this strong, the stock was $15+. Today it’s $8.5 even as BofA just reported Livongo usage +55% y/y, the biggest jump since Jan ’25 . Livongo is the SaaS backbone of Teladoc recurring, insurance-based growth , while BetterHelp dragged the stock down. Once we get past this government shutdown, the stock could rip. The largest telehealth company in the U.S. trades cheap. Telehealth still an AI mega trend waiting to happen.
cited from Citron.
看来最近强势主要还是因为基本面有改善，只要改善可持续，tdoc的估值比$Hims & Hers Health(HIMS)$ 便宜太多了