I’ve got a few thoughts to share with you about GSV Capital and a few other areas where I’ve seen questions or interest from readers recently, but first I want to get a quick teaser solution or two out for my favorite Irregulars…. One pitch that’s sent a lot of questions our way of late, […]
Articles
We were talking about Warren Buffett just yesterday, and I also recently was looking into flights to go to the annual meeting in the Spring, so everyone’s favorite avuncular billionaire was on my mind this week… and it was almost like he was talking in my ear as I was plotting this “Idea of the […]
Louis Navellier has been around for far longer than most of the newsletter pundits, and his quantitative system has proven itself to be pretty good on average for long periods of time (though it also has taken big hits during rapid market collapses, of course) — we write about his teaser picks from time to […]
Whenever you’re feeling blue about the market and don’t have the stomach for some Jim Cramer ranting, a nice substitute can be a trip over to Louis Navellier’s world, where there’s always a promise of extraordinary growth somewhere. Today Navellier, a quantitatively-minded growth stock investor (meaning, his system sifts stocks largely based on trends in […]
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
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...
Haven’t looked at the details yet, it’s a cash and stock deal, but conceptually I like the idea of these two merging...
Big news with Teladoc today announcing that they have agreed to acquire Livongo, in an almost marriage of equals that co...
I bought TDOC thanks to your analysis (thanks) and my assumption that it will be a "technology play" (with technology a...
Off topic, but... Can you see yourself ever revisiting $TDOC, maybe with their after-hours drop today? I’ve only been...
EDIT: Meant to post my question about $TDOC on the most recent article, moved it over to there just now....
My 2 cents about trade updates... I surely wanted to hear about TDOC. The nibbles could have waited until Friday. I have...
Good points. For a network effect company like this, it also depends on who gets the best scale first -- the sticky rel...
"Winner takes most" is generally reserved for technology leaders. TDOC is more like Amazon - it brings a new "modus oper...
$TDOC That's the tough medicine I've been waiting for, and needed to hear....
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...
Thanks for another great Friday File, and especially for sharing your feelings on the latest with $TDOC. Added 1 share o...
Hi Travis, did you have a chance to check out $TDOC earnings report yet? Thanks for your thoughts, and have a great w...
@Travis, Thanks for the clarification. It may be a little too early to bargain shop, but was looking into companies with...
A newsletter-related note on TDOC - it was one of Michael Robinson's additions to his Nova X portfolio in this month's ...