Beanie
Livongo is a MUCH more robust and valuable business than BetterHelp. It was acquired for $18.5B -...
197 days agoBeaniebeaniemaxi
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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Teladoc Health (TDOC) shows a potential upside despite recent weakness in BetterHelp MAUs. Livongo's MAUs surged 82% in September, offsetting BetterHelp's decline and suggesting a more robust core business. The current market cap of TDOC is significantly lower than Livongo's acquisition price of $18.5B, implying undervaluation.

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By beaniemaxi

Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.