Teladoc: a buy... or going to $0? | quick thoughts on NVIDIA [EP. 76]

Newcomer Investor

Newcomer Investor द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Newcomer Investor या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

9M ago 35:28

MP3•एपिसोड होम

Welcome to the Newcomer Investor Channel! I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS (0:00) - Intro (0:40) - Key lesson learned from my investment in Teladoc (2:57) - Teladoc high-level facts & vision of “whole-person care” (7:11) - Integrated Care segment: what is it; some numbers; moat; Newfoundland & labrador moat example; Value of data in improving health outcomes; (11:12) - BetterHelp; $3.5m acquisition cost; high level numbers; therapy now culturally accepted; growing total addressable market (13:43) - What went wrong since 2021 (20:15) - Analyzing 2023 results (29:24) - what I plan to do with my Teladoc shares (31:32) - NVIDIA

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