Added to YB: 2025-02-21
Pitch date: 2025-02-19
TDOC [bearish]
Teladoc Health, Inc.
+44.36%
current return
Author Info
No bio for this author
Company Info
Teladoc Health, Inc. provides virtual healthcare services worldwide. It operates through Teladoc Health Integrated Care and BetterHelp segments.
Market Cap
$1.2B
Pitch Price
$13.57
Price Target
N/A
Dividend
N/A
EV/EBITDA
56.09
P/E
-5.48
EV/Sales
0.62
Sector
Health Care Technology
Category
special_situation
Blue Orca is Short Teladoc Health, Inc. (NYSE: TDOC)
TDOC short: BetterHelp therapists using AI for patient responses, violating own policy. Incentivizes quantity over quality. Whistleblowers and social media complaints confirm. Questionable accounting inflating Adj. EBITDA 32%, operating cash flow 127%. Declining sales growth, high customer acquisition costs. Insider selling amid stock decline.
Read full article (2 min)