Kind of seems like everyone wants to run away and hide until after the election, no? I can’t emphasize enough just how happy I am that this will all be over a week from now… or, at least, that the voting and the initial results will be over, I hope the polls are correct and […]
Articles
Shall we stop for a moment to sing an early “Happy Birthday” for Warren Buffett? He will turn 90 on Sunday. And maybe another surge in Berkshire’s share price will get his fortune up to $90 billion before too long, fingers crossed on that (OK, probably not, he’s giving away his money so quickly that […]
As I noted yesterday, I added to my Teladoc (TDOC) position because of the Livongo Health (LVGO) acquisition. That acquisition doesn’t make this less of a risk, Livongo was one of the few companies trading at an even more lofty valuation than Teladoc during this COVID-19 crisis (on a price/sales metric, at least — though […]
The Motley Fool in recent years has done just fine with its Stock Advisor and Rule Breakers picks many of which have been in that sweet spot of technology growth stocks, but much of the marketing has shifted to their newer, higher-end services. Like most publishers, the Motley Fool seems to be focused on that […]
It’s been almost three weeks since I last dug into the Real Money Portfolio and shared my updated thoughts… and a lot has been happening, with earnings reports and other big news from a lot of Real Money Portfolio stocks, so buckle in and I’ll try to at least hit the high and low points […]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info
Comments
There's definitely a theme at work in the markets around the shift in healthcare into more of a real business. I've play...
Can you explain why you would rather buy TDOC shares over LVGO? Thanks....
Haven’t looked at the details yet, it’s a cash and stock deal, but conceptually I like the idea of these two merging...
Yes it has! And LVGO....
It's Livongo Health LVGO....
Oh wow. Yeah I have a little knsl, too. Another I like is lvgo. Technically a midcap but small enough that I could se...