1> $TDOC The price appreciation of this stock from mid Feb to now is around 60% while revenue grew at several times of that number. The registered user growth in Q3 2020 has been 80% compared to Q3 2019. Visit volume is only 18% of current revenue.
2> Now add Livongo's growth of 100%+ which gets affected even less by a vaccine because of not having any visit based revenues. Now add the revenue and cost synergies of merger. Finally add to this the virtual healthcare push from government in order to lower cost of healthcare..
3> ..which will be bi-partisan and will continue to act as a tailwind. Finally, think of the massive TAM ahead that can provide a long term market beating return potential. $TDOC is Septum Top Holding for a reason and will continue to stay despite vaccine news. Patience is needed
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