I came across this piece on SA. Thought it would be interesting to the board
Livongo And The Massive Potential Of Empowering Patients
https://seekingalpha.com/article/4342190-livongo-and-massive…
Overall, patients are very satisfied with their experience using Livongo for Diabetes, with 88% reporting a positive experience. Win for patients. Win for insurers. Win for overall healthcare costs. Very few new products in the medical field provide such value to all participants.
-Gaurav
Long LVGO
I’m a big fan of lvgo, it’s a 12% position for me. I believe it has a very long runway, not as expensive compared to SAAS stock, less than 4B market cap and lots of new areas for their technology.
I’m a big fan of lvgo
Me too. Diabetes is a big deal for aging people. One of those “megatrends” in a growing and aging population. The “customers” are the patients, spending the insurance company’s money, and the insurance company sees it as reducing their overall costs. The product is a robo-nanny, tracking the patient’s health details, blood sugar etc.
This is a decent quick intro on a non-paid fool site
https://www.fool.com/investing/2020/04/30/heres-my-single-be…