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
[FOUR] Shift4
Shift4’s M&A Alchemy
March 17, 2025
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →[MRVI] Maravai
[MRVI] Maravai Lifesciences
January 27, 2025
Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]
Continue reading →[APPF] AppFolio
AppFolio and the business of property management software
January 6, 2025
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
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