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.
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.
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
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.
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.
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
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
Well said man. Wishing you the best
Thanks Conor! Cheers