Topic Archives: Mary Meeker

There’s no more cyclical stock than a semiconductor stock, and we’re seeing the whipsaw slash through that market now as trade sentiment weakens and pundits begin to see some weakness in the economy, particularly in the employment numbers, and the Federal Reserve fuels that uncertainty by essentially promising a rate cut in their attempt to […]

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    Hi Travis, I'm a new member and I would like to ask you about teladoc(I hold 25 shares at the moment bought at 217$) si...

  • Travis Johnson, Stock Gumshoe

    Haven’t looked at the details yet, it’s a cash and stock deal, but conceptually I like the idea of these two merging...

  • Travis Johnson, Stock Gumshoe

    Big news with Teladoc today announcing that they have agreed to acquire Livongo, in an almost marriage of equals that co...

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    I bought TDOC thanks to your analysis (thanks) and my assumption that it will be a "technology play" (with technology a...

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    Off topic, but... Can you see yourself ever revisiting $TDOC, maybe with their after-hours drop today? I’ve only been...

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    EDIT: Meant to post my question about $TDOC on the most recent article, moved it over to there just now....

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    My 2 cents about trade updates... I surely wanted to hear about TDOC. The nibbles could have waited until Friday. I have...

  • Travis Johnson, Stock Gumshoe

    Good points. For a network effect company like this, it also depends on who gets the best scale first -- the sticky rel...

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    "Winner takes most" is generally reserved for technology leaders. TDOC is more like Amazon - it brings a new "modus oper...

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    $TDOC That's the tough medicine I've been waiting for, and needed to hear....

  • Travis Johnson, Stock Gumshoe

    Teladoc hit my stop level and I sold out today -- I still think TDOC has a good chance of being the "winner take most" l...

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    Thanks for another great Friday File, and especially for sharing your feelings on the latest with $TDOC. Added 1 share o...

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    Hi Travis, did you have a chance to check out $TDOC earnings report yet? Thanks for your thoughts, and have a great w...

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    @Travis, Thanks for the clarification. It may be a little too early to bargain shop, but was looking into companies with...

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    A newsletter-related note on TDOC - it was one of Michael Robinson's additions to his Nova X portfolio in this month's ...

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