Teladoc: Unrealistic Assumptions Required To Buy (Archive)
Teladoc’s business model is broken and fails to justify its current valuation.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- The Seeking Alpha author community seems to have turned bullish on Teladoc. But I disagree.
- Growth is slowing down.
- Teladoc has low incremental margins.
- Unrealistic valuation assumptions are required to justify a buy.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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