Teladoc Health, Inc. (TDOC): A Bull Case Theory
We came across a bullish thesis on Teladoc Health, Inc. on High Growth Investing’s Substack by Stefan Waldhauser. In this article, we will summarize the bulls’ thesis on TDOC.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | 127,720,000 | $117,259,732 | +54% | 7.18% | |
2. | 65,837,000 | $60,432,880 | 0.05% | ||
3. | Renaissance Technologies Jim Simons | 6,546,242 | $52,108,086 | +16% | 0.08% |
4. | Point72 Asset Management Steve Cohen | 6,509,902 | $51,818,818 | -42% | 0.12% |
5. | 43,000,000 | $39,426,700 | 0.05% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$7.69 | 4,000 | $30,756.00 | 39,077 | 2024-09-12 | Filing | |
$7.08 | 4,000 | $28,312.00 | 8,355 | 2024-08-15 | Filing | |
$7.19 | 4,000 | $28,756.00 | 35,077 | 2024-08-07 | Filing | |
$7.57 | 7,000 | $52,990.00 | 31,077 | 2024-08-06 | Filing | |
$10.70 | 10,000 | $107,000.00 | 69,089 | 2016-03-17 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$6.91 | 4,174 | $28,842.34 | 0 | 2025-06-03 | Filing | |
$6.86 | 2,358 | $16,175.88 | 4,174 | 2025-06-02 | Filing | |
$6.86 | 5,808 | $39,842.88 | 69,773 | 2025-06-02 | Filing | |
$6.86 | 4,653 | $31,919.58 | 50,266 | 2025-06-02 | Filing | |
$6.86 | 13,856 | $95,052.16 | 132,443 | 2025-06-02 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 19,752,338 | $157,228,611 | 0% | |
2. | 14,974,084 | $119,193,710 | 0% | |
3. | 108,153,000 | $99,198,699 | 0.67% | |
4. | 103,493,000 | $95,437,791 | 1.36% | |
5. | 99,945,000 | $92,049,307 | 0.1% |