Letters by company
Teladoc Health, Inc.
2 letters discussing TDOC. Everything written about it on this site is on its ticker page.
- Greenhaven Road Capital Q1 2022 Greenhaven Road Capital argues that valuation compression, rather than broken fundamentals, drove declines across KKR, PAR Technology, Elastic, Teladoc Health and Digital Turbine, and added to PAR and Teladoc. It also initiated a basket of U.S.-focused cannabis operators, betting that restrictive federal rules suppress valuations while state legalization and limited retail licenses support earnings. first quarter 2022 APPS $1.3BESTC $9.9BKKR $80B
- Bireme Capital 4Q21 Quarterly Report Bireme Capital argues that inflation and eventual monetary tightening will end the speculative equity boom and favor value-conscious investors. The portfolio added a long position in Tencent Music while shorting Affirm, EV charging companies and speculative EV names, and it sees Bollore's African-operations bid as validating a much higher sum-of-the-parts value. 4Q21 TME $13BAFRM $25BARKK
