IB Net Payout Yields Model

Teladoc Health: Buy After COVID-19 Bubble Ends


  • Teladoc Health trades back to pre-covid levels despite forecasted strong growth.
  • The telehealth provider continues to expand health products pushing strong into mental health with a higher recurring visit stream.
  • The stock trades at only 33x '22 EBITDA targets, nearly equal to revenue growth targets.
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After several warnings to investors, Teladoc Health (TDOC) collapsed back to pre-covid levels. Even with dramatic telehealth demand pulled forward, the stock isn't actually trading higher than back at the 2018 highs. My investment thesis is finally Bullish on the telehealth provider now that the market is undervaluing the business opportunity.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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