Partnerships such as this offer win-win outcomes for all.
We see ample areas and opportunities for additional partnerships across other $TDOC business lines.
$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.
$15 telehealth discount driving patient acquisition.
This retail partnership validates Teladoc's B2B2C model and could drive meaningful membership growth.
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 - ๐งต๐
https://t.co/vP6rb3G67Q
- 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.
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 - ๐งต๐
https://t.co/vP6rb3G67Q
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 -