livongo
Do you know who said, “If I had asked people what they wanted, they would have said faster horses.”Q3 2020 hedge fund letters, conferences and moreIt’s attributed to Henry Ford, inventor of the first mass-produced car. Ford knew an important truth: People have no clue what they really want until you show it to them.That’s because of “faulty wiring” in the human brain. We humans default to thinking “linearly.” We’re good at observing what’s happening today and extrapolating it to tomorrow, which lets us anticipate small, slow, incremental changes.But when something BIG changes in the markets an...
ValueWalk
Brian Chesky’s bank account had dwindled to $1,000. He had no job. And the rent on his San Francisco apartment was about to jump by 25%.Q3 2020 hedge fund letters, conferences and moreWith his back against the wall, Chesky tried a “silly” idea to make some cash. He put three inflatable mattresses in his spare bedroom and offered to rent them to attendees of an upcoming conference in town.Chesky built a rudimentary website and advertised it as Air Bed and Breakfast. That “silly” idea is worth $30 billion today. You surely know Airbnb as the wildly successful website that lets you rent out your ...
ValueWalk
Before the coronavirus outbreak, I doubted telehealth stocks had much potential. I remember sitting outside a café with our publisher and telling him it was a bust.Q2 2020 hedge fund letters, conferences and moreTrust a quack internet doctor? No way folks will go for it. But I’ve done a total 180. Right now, millions of Americans are firing up their laptops and “visiting” doctors virtually. In fact, more than 55 million folks now pay for a telehealth subscription.And industry pioneers Teladoc (TDOC) and Livongo (LVGO) have handed out huge gains. And here’s what I’ve come to realize…The coronav...
ValueWalk
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