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.
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.
Rob
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?
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.