Seeking Alpha July 8, 2020
Stefan Redlich

  • Livongo Health is aspiring to revolutionize the health care market by helping people with chronic conditions live better lives.
  • Livongo has a clear mission, saves money for its clients and helps its members thereby creating a true WIN-WIN-WIN situation.
  • Inherent network effects will attract more members to the platform and help keep existing ones.
  • Livongo recently increased its Q2/2020 guidance and could very well surprise investors with subsequent beat-and-raise quarters going forward.
  • At first glance Livongo is not cheap, but it is a price that is worth paying if this turns into a multibagger going forward.

I have to admit that I missed the enormous rally in tech and cloud...