
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.

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.