teladoc
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
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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