WEEKLY POSITION MONITOR UPDATE
Following our One Medical (ONEM) Black Book earlier this week, we received a number of questions on individual market data, physician turnover metrics, and the differences in our theses between Teladoc and One Medical. As part of our weekly position monitor update, we will further expound upon the underlying data behind these questions, as well as, update our views on TDOC on the "Other Side" of COVID-19.
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Hedgeye Health Care Check- Up | ONEM Markets, Physician Turnover, TDOC on the "Other Side" Please join us on Monday, June 1, 2020 @ 12:30 PM ET - Add to Outlook Calendar Public: CLICK HERE for event details (includes video link and materials link). |
RECAP OF Recent EVENTS
Call Replay | ONEM | Best Idea Long | Post COVID-19 Winner
CLICK HERE for event details (includes video link and materials link).
ONEM | Post COVID-19 Winner, 30% Upside
CLICK HERE to access the associated note.
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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