Brave Stefan, to get involved with TDOC again. I'm still annoyed today that I didn't sell immediately when the merger with Livongo health was announced. Big lesson!
I will by no means invest here, but good luck to everyone.
My 2 cents: there are better and safer companies, with considerably less risk, which will generate considerable alpha for me in the next few years.
Hi Mike, just to be clear: TDOC is back on my watchlist, but not yet in my portfolio. I was lucky enough to take the sell decision after the Livongo merger. I am not sure yet if I will buy again on these depressed levels. It all depends from the new CEO, I will closely monitor his actions over the next couple of months.
Brave Stefan, to get involved with TDOC again. I'm still annoyed today that I didn't sell immediately when the merger with Livongo health was announced. Big lesson!
I will by no means invest here, but good luck to everyone.
My 2 cents: there are better and safer companies, with considerably less risk, which will generate considerable alpha for me in the next few years.
PS: other fallen angels: FASTLY, TWILIO
Hi Mike, just to be clear: TDOC is back on my watchlist, but not yet in my portfolio. I was lucky enough to take the sell decision after the Livongo merger. I am not sure yet if I will buy again on these depressed levels. It all depends from the new CEO, I will closely monitor his actions over the next couple of months.
thanks stefan for clarification.
(I always appreciate your wise articles - whether in german or english)