Seeking Alpha July 8, 2020
Summary
- 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...
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