Hedgeye House Call - The Doctor is in
On Monday’s Hedgeye House Call, we will cover:
- Re-Positioning for 2H21 (DRIO, GDRX) | With the final data points of 2Q21 in hand and our 3Q21 Health Care Themes call coming up on Thursday, we have begun discussing several of our positions internally. The first reflection of these deliberations was last week when we chose to move GDRX down to the long bench. Despite a newsworthy partnership with DoorDash earlier this week, we are confident in that move. This week, we will walk through a number of changes we are making now and plan to make in the coming weeks.
- Digital Health 1.0 (TDOC, AMWL, DOCS) | The 2020 version of digital and virtual health includes big TAMs and fast growth. The 2021 version is competitive and well- capitalized where simply having an app and hosting a virtual visit is no longer good enough. What was new is now old and as telemedicine is absorbed into the US Medical Economy, the core players and their models need to be sorted out. On Monday, we will preview what looks to be a dense and meaningful topic for our Themes call.
- Weekly MQ Update - New Signal Metrics | As we continue to backtest and work the MicroQuad screen into many areas of our work, we look for new ways to display and communicate how they can be helpful to others. On this week’s House Call, we will show the results from a new look- back analysis that focused on the MicroQuads as signals produced weekly. Emphasis was placed on MicroQuad2 as a Buy signal and MicroQuad4 as a Short signal.
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Hedgeye House Call | Re-Positioning for 2H21, Digital Health 1.0, Weekly MQ Update Please join us on Monday, July 12, 2021 @ 2 PM ET - Add to Outlook Calendar Health Care Subscribers: CLICK HERE for event details (including video and materials links) |
Upcoming calls & Recent EVENTS
Call Invite | 3Q21 Health Care Themes | July 15 @ 12:30 PM | Post Pandemic Winners and Losers
CLICK HERE for event details (includes video link and materials link).
Call Replay & Notes: Mgmt. Interview | ATIP | Business Combination Complete, What's Next?
CLICK HERE for event details (includes video link and materials link).
Field Notes I Cancer Testing I A Healthy Debate on NEO(+)
CLICK HERE to access the associated note.
Hedgeye House Call | The Doctor is In | July 6th, 2021 @ 2 PM ET | GDRX, AMWL, GH, MicroQuads
CLICK HERE for event details (includes video link and materials link).
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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