6 Comments
User's avatar
Invesquotes's avatar

Great article! The thing about $TDOC is that there are many holders of the stock that were using other people's conviction and now they are selling based on other investor's selling it too. I agree with all the qualitative points that you mentioned and I will also be watching closely to see how Teladoc integrates Livongo.

Expand full comment
Growthstocksroc's avatar

Thanks for the post. Yes the loss of founder led leadership is a problem for conviction in TDOC. But with 30-40% revenue growth and 70% gross margin, P/S= 10, could see great returns from here. I added some more at this level. It’s is only a small position ~2%.

I am very bullish on $SE too, and my largest SIPP position getting in at $200. This thing on it’s currently trajectory could be a potential multibagger, probably already is for people that got in early enough. It’s not available in ISA’s and so you would need to sell ISA funds? I am torn. It looks an amazing investment, but I want cash in a tax wrapper but is it worth paying 20% capital gains on profits. I am leaning yes.

Expand full comment
Adventuresinfi's avatar

Thanks!

I agree that Teladoc is a decent buy on the metrics you've mentioned. It is the qualitative factors that have me considering position size

Regarding SE - iG.com allow it in an ISA, so I've opened one there this year

Expand full comment
Growthstocksroc's avatar

For sure! I can’t blame you. It’s good portfolio management and I would do the same. Thanks for the heads up on SE I thought it was a HMRC thing rather than an ISA provider. Cheers

Expand full comment
Conor Mac's avatar

Well said man. Wishing you the best

Expand full comment
Adventuresinfi's avatar

Thanks Conor! Cheers

Expand full comment