Livongo is an information technology company that uses its software platform to improve the health of patients with chronic conditions, including hypertension, diabetes and weight issues.
Tchalla did a great write-up of LVGO on this board in September https://discussion.fool.com/lvgo-livongo-34288600.aspx?sort=whol….
Market Cap $2,497
Revenue (TTM) $141 +123%
YoY Revenue Growth 156% Q2, 148% Q3
Gross Margin 69.4% Q2, 75.0% Q3
Note: Gross margin is on the low end of Saul’s 70%-90% range.
Adjusted EBITDA ($8.1) Q2, ($3.9) Q3
The lockup expires January 20.
LVGO website: www.livongo.com
Just a bit of added trivia:
LVGO is a Fool-recommended company but with very little exposure even within the relatively obscure Fool service.
I sent a summary (not quite as in-depth as tchalla’s) to Bert some time ago, but he didn’t respond. Perhaps not in his wheelhouse or perhaps he wasn’t sufficiently impressed. One particular negative that I’ll highlight: The company provides a bit of hardware to each patient for monitoring purposes. I expect that will keep margins out of the 90% range…maybe they’ll just top out in the 80%s. The big positive: Clients (the companies buying this service on behalf of their employees) see rapid first year payback in terms of reduced health costs.
LVGO is a 3.4% position in our own portfolio.
I would VERY much recommend that folks read the short thread at the link wrciii provided.
Rule Breaker / Market Pass / Supernova Navigator Home Fool & STMP/MTH Maintenance Coverage Fool
He is no fool who gives what he cannot keep to gain what he cannot lose.
I am relatively new to MF, and there are a number of posts here mentioning to lock up, which has not been a factor in my entry assessment process. Are some ticker examples or articles that offer info on the significance of these events?