Joined February 2025
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$TDOC just expanded its partnership through $WMT Better Care Services, unlocking access to millions of new potential patients. This strategic expansion significantly grows $TDOC's addressable market and accelerates virtual care adoption at scale.
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$15 telehealth discount driving patient acquisition. This retail partnership validates Teladoc's B2B2C model and could drive meaningful membership growth.
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Partnerships such as this offer win-win outcomes for all. We see ample areas and opportunities for additional partnerships across other $TDOC business lines.
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Pineal Capital Management retweeted
In March, we published an open letter to the Board and Management of Teledoc Health $TDOC #Teladoc; for those interested, the letter can be found here - but we wanted to share some further thoughts following recent Q1-26 results - 🧵👇 globenewswire.com/news-relea…
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In March, we published an open letter to the Board and Management of Teledoc Health $TDOC #Teladoc; for those interested, the letter can be found here - but we wanted to share some further thoughts following recent Q1-26 results - 🧵👇 globenewswire.com/news-relea…
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It is clear there is substantial value here that the current market price does not reflect, & we believe $TDOC is worth far more than what the SOTP analysis indicates given its growth prospects & Payor model transition -
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- hence our concern that $TDOC is vulnerable to an opportunistic bid. As is often the case, when public markets fail to value businesses properly, private markets tend to intervene & deprive existing shareholders of full & fair value. We hope this does not occur with $TDOC.
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