LIVONGO HEALTH, INC. (LVGO) Social Stream

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$TDOC $LVGO although I truly believe that the recent merger provides Teladoc with a strong moat that will prove difficult for competitors to penetrate, the market CURRENTLY does not feel the same. Gorevick and Tillman can talk about the benefits and synergies of the merger until they are blue in the faith but the market is saying “show me”. When Gorevick announced the Guidewell Health cross deal Oct 12th the stock was up 5.6% the next day. During the earning call Gorevick said there were many similar deals brewing and are near closing. In fact, right before the earning call he was passed a note indicating that another cross deal was closed but no particulars were disclosed. Gorevick who is shareholder friendly and smart will likely announce these deals (especially the significant ones) as they close and once this happens the stock will reverse its recent downward trajectory and reach new highs.