RE:RE:Teladocbrandinvestor wrote: WELL's entire telehealth sector is < 2% of their bottom line. I wouldn't call WELL a telehealth company, it's a private clinic company with assets in telehealth, and software
I agree but the fact of the matter is that how's the stock is valued on a multiple basis (Price/Sales, EBITDA multiple, etc). WELL also tends to follow the telehealth sector as far as trading sentiment is concerned. it's a "tech" healthcare company. if it wasn't, the multiples afforded to it by the market would be much less. look at valuations for primary care companies like Mednax, HCA, etc.
i think Teladoc earnings, if really good,
may have a positive impact on WELL's current share price action. that's all I was getting at.