You can think of Teladoc as a router for clinical care, receiving patients and connecting them to the right physicians. The doctors on Teladoc’s platform work as independent contractors and interact with members through: 1/ Teladoc’s app/website; 2/ CVS’ Pharmacy App, which white labels Teladoc’s technology; and 3/ hospitals/clinics, whose providers interact with patients remotely […]
Category Archives: [TDOC] Teladoc
[POOL] Pool Corp.
How Pool stacks up to Watsco
February 13, 2026
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
Continue reading →[RELY] Remitly
Remitly looks interesting
February 4, 2026
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
Continue reading →[KNSL] Kinsale
[KNSL] Kinsale is built for speed
January 26, 2026
One way to carve up the investment universe is between standardized products, like index funds, [...]
Continue reading →[WSO] Watsco
thoughts on Watsco
January 16, 2026
While investors continue to be enthralled by AI and all things Tech, I can’t help [...]
Continue reading →SAMPLE POSTS
scuttleblurb business update (2025)
January 8, 2026
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
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