@pinealcapital

Alternative investment firm managing a global special opportunities/situations fund with a deep value, catalyst-driven approach. No investment advice.

 Dublin, Ireland
pinealcapital.com/
Joined February 2025
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We previously posted thoughts on $TDOC, but another name we believe to be a fundamentally undervalued situation is $PRKS - 馃У馃憞
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Pineal Capital Management retweeted
Pineal Capital Management
@pinealcapitalOct 7
Following some recent company & sector news, and deal activity, we thought it timely to share some updated thoughts on $TDOC - 馃У馃憞
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Following some recent company & sector news, and deal activity, we thought it timely to share some updated thoughts on $TDOC - 馃У馃憞
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more replies
- which equates to ~90% of $TDOC's current market cap, implying a negligble value for the Integrated Care segment, a business that will generate an estimated ~$1.6bn in revenue and ~$260m in EBITDA this year! -
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All told, our SOTP framework implies a value of $15+ per share after backing out net debt. On this basis, we continue to believe that $TDOC remains fundamentally mispriced in the public market.
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