Teladoc

[BigFatWhale]

The Future of Medical Care- Teladoc

The telehealth market is one of the most glaring in terms of growth potential that surfaced during the recent pandemic. It is coming in from a low base initially and with Covid 19 in full force, it has triggered the adoption in huge strides.

The regulatory issues were also quickly expedited for a smooth transition as quarantine became a norm for many.

From the estimates by Grandview Research, the total market potential could reach 300 billion dollars in 2028, which gives us a compounded return of 22.4%– it is a good run-way of consistent and viable growth.  That is just the North American region.

These estimates are also backed by Mckinsey forecast for a 250 billion dollars telehealth market- a 20% share of the total medical market.

Click Here to Read More:

https://thebigfatwhale.com/the-future-of...e-teladoc/

[BigFatWhale]

Is Teladoc a Buy Now?- Revisiting Investment Thesis

With the growth stocks being in a slum, it is a time for value-oriented investors to go through the rampage and see if there are any potential multi-baggers to be found. We love to search in out-of-favour sectors and themes, as the margin of safety would be more prevalent.

Previously, we published our research on Teladoc which is almost 1.5 years ago, our closing thoughts were that it was in a sunrise industry with a bright outlook, but despite them falling 60% from $300 to $125, we have our reservations and preferred to stay on the sidelines. We advise you to go through our previous article so as to have a better comprehension of the issues we will be touching on in this article.

It has since fallen by another 80%, from $125 to its current level of $25. The dramatic fall has attracted our attention and we decided to revisit it to see if there could be a change to our initial thesis of staying on the sidelines.

Click Here for the Full Article:
https://thebigfatwhale.com/is-teladoc-a-buy/