Episode 93: Interview With Richard Chu
***Use our link or enter promo code “CCM” at checkout to get $10 off your first month at 7investing*** This week we had the pleasure of talking with Richard Chu, an analyst at Sage Partners. Richard is the blueprint for someone using Twitter/Substack to find a job in the investing industry, and is a prime example of what putting your thoughts out into the universe can do for you. On the show we did a deep dive into the Livongo and Teladoc merger, and then discussed Peloton an
Why My Portfolio Was Built for the Pandemic
I’ve said it before, but my portfolio was built for the pandemic. For whatever reason, the businesses I like to invest in are doing well in these volatile times. But what has made these stocks strong, while others have suffered? Was it just luck, or was there skill on my part? I’d like to think it was a little bit of both, but who knows, introspection is tough. I didn’t position my portfolio for a pandemic-induced recession (if someone told you they did, they are probably lyi
Why I’m Not Selling My Shares of Teladoc
I got lucky. Heading into this crisis, 5% of my portfolio was in one of the few companies that would benefit from a pandemic: Teladoc Health (ticker: TDOC). The stock is up 71% in the past month due to a huge increase in demand for virtual healthcare, and it has officially become one of the “hot” stocks talked about on CNBC. I didn’t buy shares for either of those reasons, but hey, I don’t mind the returns. (Twitter thread on Teladoc’s conference call) Teladoc’s business has
What Will be Different Post-Coronavirus?
If you’re like me, you’ve been constantly reading up on the spread of COVID-19. Are a million people going to die? Is the hospital system going to collapse? Are we self-inducing an economic disaster? As we come up with different scenarios and do back-of-the-napkin math on virality and growth rates, the only thing that is certain is uncertainty. Nobody, not even the experts with all the real-time knowledge, knows exactly what will happen next (if you think you know, you’re lyi
Teladoc Health Just Acquired InTouch Health, and I Love the Move
Last week, there was a BIG development in telehealth with industry leader Teladoc Health (ticker: TDOC) acquiring InTouch Health for $600 million. InTouch Health is the largest provider of virtual care technology for hospitals and other in-office health systems. This differs from Teladoc, whose primary business is connecting patients to doctors through internet-connected devices. Here are the details of the deal, and how it impacts Teladoc’s business: The $600 million price i
Buy the dip on Teladoc Health?
Teladoc Health’s stock is getting crushed after-hours, down as much as 21%. The company just released its 4th quarter and full year earnings report, meeting expectations on earnings but missing on their 2019 guidance. If you’ve read any of my posts before, you know I don’t pay much attention to analyst estimates. I believe times like these are great for opportunistic investors who want to take advantage of an irrational market. Here are the highlights from the report: Full-ye