Wildcard: Has Teladoc Health Met Its Match?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 16 September 2020
⏱️ 31 minutes
🧾️ Download transcript
Summary
On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO
Check out more of our content here:
StockUp, The Motley Fool's weekly email newsletter
Reach us by Email @ IndustryFocus@fool.com
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wildcars. Wednesday. And we're talking energy. and today we're talking tech. |
| 0:24.0 | Let's dive in. |
| 0:27.0 | It's Wednesday, September 16th. |
| 0:29.0 | I'm your host, Jason Moser on this week's wildcard episode. |
| 0:32.0 | We're jumping into an S1 in the health care |
| 0:34.2 | space today. I'm going to take a closer look at Amwell. And here to guide us through the |
| 0:38.7 | pros and the cons, the ups and the downs, the bulls and the bears, it's Mr. Brian for all the Brian how's everything going |
| 0:45.3 | Jason I am well how are you? Ah very clever did you did you did you plan that right it's like I've been |
| 0:52.4 | planning it all day |
| 0:53.4 | Jason that was good I didn't see it coming I have to admit so well played |
| 0:58.4 | well folks as as um as I mentioned we're gonna be digging into into an up-and-coming IPO here in Amwell, formerly known as |
| 1:06.9 | American Well, but Amwell is another player in this very popular and fast-growing telemedicine space and so we're |
| 1:17.7 | going to take a look at the S1 today and let Brian guide us through what the |
| 1:22.3 | business does, how it makes its money, |
| 1:24.2 | management, any competitive advantages, all that good stuff so that when this |
| 1:28.9 | thing does go public you, our loyal and faithful listeners will be fully ready to make a decision one way or the other. |
| 1:37.0 | But Brian, let's go ahead and kick this off here in regard to Amwell. |
| 1:41.0 | First and foremost, give us a little bit on the history of the company and what it does. |
| 1:46.0 | Yeah, I've been looking forward to this S1 for some time now. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.