With the $AVAN links, I've spent the last 24 hours doing a deep-dive on @babylonhealth.
From papers, videos, presentations, US growth projections, to asking people familiar with the sector.
Not going to do a full thread (yet) but here are my quick thoughts ⬇️🧵
From papers, videos, presentations, US growth projections, to asking people familiar with the sector.
Not going to do a full thread (yet) but here are my quick thoughts ⬇️🧵
- First things first, Babylon is nothing close to $CLOV
- Babylon is the leading tele-health player in Europe along with Swedish company Kry
- Babylon has ramped up presence in Africa and Asia
- Babylon launched in US market last year and is a serious competitor to $TDOC
- Babylon is the leading tele-health player in Europe along with Swedish company Kry
- Babylon has ramped up presence in Africa and Asia
- Babylon launched in US market last year and is a serious competitor to $TDOC
- Babylon's core competency that differentiates it from others is their AI technology. They're miles ahead of competition.
- Their AI technology has received scrutiny in the UK market from regulators from a privacy and accuracy issues.
- Their AI technology has received scrutiny in the UK market from regulators from a privacy and accuracy issues.
- Babylon has grown significantly in the US market in less than a year and are winning serious marketshare/contracts from $TDOC
- They've added tons of C-Suite execs from Google, Expedia, Amazon
- Babylon has been licensing their software to others which generates ++ revenue
- They've added tons of C-Suite execs from Google, Expedia, Amazon
- Babylon has been licensing their software to others which generates ++ revenue
- Babylon has had tremendous growth in 2020 (obviously due to COVID), but what will define them is their future outlook
- As of 2021 and after a year of launch, Babylon says 70-80% of revenue now comes from the US.
*From October 2020 presentation
- As of 2021 and after a year of launch, Babylon says 70-80% of revenue now comes from the US.
*From October 2020 presentation
If the $4bn valuation is accurate, that's a very lucrative and discounted valuation compared to Teladoc + growing at a faster rate.
$TDOC Market Cap: ~$30bn
2021E Revenue: ~$2bn (2x growth)
Babylon 2021E Revenue: ~$434m (5.4x growth)
Babylon 2022E Revenue: ~904m (2.1x growth)
$TDOC Market Cap: ~$30bn
2021E Revenue: ~$2bn (2x growth)
Babylon 2021E Revenue: ~$434m (5.4x growth)
Babylon 2022E Revenue: ~904m (2.1x growth)
Summary:
- There might be some inaccuracies to the numbers (to the best available data)
- Babylon is speaking to a number of SPACs
- $AVAN or not, Babylon is interesting to me at a $4bn valuation
- Babylon has concerns in UK that are understandable from a privacy/accuracy point
- There might be some inaccuracies to the numbers (to the best available data)
- Babylon is speaking to a number of SPACs
- $AVAN or not, Babylon is interesting to me at a $4bn valuation
- Babylon has concerns in UK that are understandable from a privacy/accuracy point
Not encouraging anyone to buy as this is just high level research + $AVAN is already hovering around $10 NAV.
I also encourage anyone to share their thoughts as well, especially the Swedish community where I've seen tons of DD on Babylon since @vnvglobal is their biggest backer.
I also encourage anyone to share their thoughts as well, especially the Swedish community where I've seen tons of DD on Babylon since @vnvglobal is their biggest backer.
Would love to hear your thoughts! @stockpriser @LaBulll @cjeppen @TerraPharma1 @Investormindse1 @aktiedrottning @mukund @stock_trap @tekniknisse @Prof_Kalkyl
Some resources to read/watch:
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- thirdbridge.com/transcripts/ba…
- finance.yahoo.com/news/edited-tr…
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- thirdbridge.com/transcripts/ba…
- finance.yahoo.com/news/edited-tr…
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