Feb 24 2024 35 mins 3
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 [email protected] 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
