Blog: You, us, everyone

Teladoc (TDOC) has infamously recorded an immense asset impairment worth $9.63B over the LTM, likely attributed to the overly expensive Livongo acquisition worth $18.5B. With players such CVS embarking on aggressive M&A activities into the virtual and primary healthcare market, the risks skewed to the positive that it will make the same mistake in the unmature market of telemedicine as TDOC. CVS has already accumulated long-term debts in excess of USD 50.8 billion and the long-term ambition to become the primary service provider in the health care field cut be at risk of the M&A strategy is executed improperly.