Moat:
1. $TDOC $LVGO: First Mover Advantage with Self Insured Companies, Providers and Payers who want a single contact to provide all of Telehealth and monitoring. Once in with engagement, chances of churn is very limited due to patient stickiness.
.. $ROKU ..will post tomorrow.
$TDOC has increased their moat by aggregating all services under one umbrella including Second Opinion, Hospital Remote Services, Remote Monitoring for chronic conditions with Livongo etc. With this comes pricing power as patient engagement cost gets optimized
$TDOC $LVGO has the best business with predictable revenue forecast because selling with self insured clients, payers etc. is done in advance and engagement levels can be predicted quite accurately based on data analytics.
For $TDOC $LVGO selling season is usually Sept -Dec and this year's COVID needs, will put them in a much better pricing and negotiation power with their clients as contracts are awarded and renewed. Once this is done, they can monetize this next year irrespective of COVID outcome
$TDOC has the most extensive provider network compared to any of their competition which is a very big moat as well.
Recent regulation supporting telehealth reimbursements and relaxing physician in person supervision requirements are huge tailwinds for $TDOC
$TDOC $LVGO Mental Health Management through digital app and remote session is a blockbuster service that will be a high growth revenue generator . The remote model is more private and accessible . Growth in this sector is scorching . Teladoc will be the leader
Increasing patient engagement models using $LVGO data science ( Deep reinforcement learning AI models ) will be another revenue driver as Livongo charges based on per engaged patient
Septum has allocated most to $TDOC $LVGO due to predictable sustained growth of the business model , huge TAM, management caliber, lack of able competition .
A really close call on what is number 1 choice for us was between $TDOC and $SE as both are the best bets currently we feel .
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