Pineal Capital Management

Alternative investment firm managing a global special opportunities/situations fund with a deep value, catalyst-driven approach.

No investment advice.

[Pineal Capital Management @pinealcapital]

Teladoc Health Expands Access to Care Through Walmart’s Better Care Services https://t.co/voJdnfU8wg

$TDOC $WMT

[Pineal Capital Management @pinealcapital]

Partnerships such as this offer win-win outcomes for all.

We see ample areas and opportunities for additional partnerships across other $TDOC business lines.

[Pineal Capital Management @pinealcapital]

$TDOC just expanded its partnership through $WMT Better Care Services, unlocking access to millions of new potential patients.

This strategic expansion significantly grows $TDOC's addressable market and accelerates virtual care adoption at scale.

[Pineal Capital Management @pinealcapital]

$15 telehealth discount driving patient acquisition.

This retail partnership validates Teladoc's B2B2C model and could drive meaningful membership growth.

[Pineal Capital Management @pinealcapital]

In March, we published an open letter to the Board and Management of Teledoc Health $TDOC #Teladoc; for those interested, the letter can be found here - but we wanted to share some further thoughts following recent Q1-26 results - 🧵👇
https://t.co/vP6rb3G67Q

[Pineal Capital Management @pinealcapital]

- hence our concern that $TDOC is vulnerable to an opportunistic bid. As is often the case, when public markets fail to value businesses properly, private markets tend to intervene & deprive existing shareholders of full & fair value. We hope this does not occur with $TDOC.

[Pineal Capital Management @pinealcapital]

In March, we published an open letter to the Board and Management of Teledoc Health $TDOC #Teladoc; for those interested, the letter can be found here - but we wanted to share some further thoughts following recent Q1-26 results - 🧵👇
https://t.co/vP6rb3G67Q

[Pineal Capital Management @pinealcapital]

It is clear there is substantial value here that the current market price does not reflect, & we believe $TDOC is worth far more than what the SOTP analysis indicates given its growth prospects & Payor model transition -