Teladoc Q1 Earnings: Drop This Name, And Don't Look Back

Apr. 28, 2022 3:08 AM ETTeladoc Health, Inc. (TDOC)220 Comments

Summary

  • Teladoc's guidance for 2022 is meaningfully lower than the guidance it put out 60 days ago. Teladoc is now expecting 23% CAGR for the rest of 2022.
  • The multiple that investors will be willing to pay for TDOC stock is going to meaningfully correct downwards. And it may well overshoot. Don't hang around.
  • You don't want to be an investor in a company that can't adequately forecast its own growth rates. This is a seriously poor management team.
  • As always, happy to discuss why I changed my mind in the comments section.
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Investment Thesis

Teladoc (NYSE:TDOC) is a leading brand in the digital health space. I believed that this company was offering something special. I was allured by the illusion of its robust growth rates and low valuation. As such, I was very bullish on

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