I am big in the telehealth / digital consumer centric space. I listened to TDOCs investor day and was not impressed with Gorevics rendition of his scale to growth in the next 5 yrs. The livongo / tdoc bolt-on was a failure with all the good talent walking out the door for green pastures. Competition is getting fierce and will pierce through TAM pretty good.

Amwell will be looking to bolt on a chronic condition arm to there platform which should make them more robust.

Alphabet's Verily put on a show at JPM - competition for TDOC and Reminder, Verily raised a boatload of capital toward the end of 2020 (a $700MM round) "that it’s used to rapidly scale up its commercial work. The company has expanded the reach of its virtual clinic, called Onduo, into multiple chronic conditions and also launched digital services geared toward mental and behavioral health. These moves bring Verily a step closer to its goals of delivering whole-person care through a single telehealth app."

DRIO has put over 60 new logos and 2 health plans together in the last 6months an the Ontrak C-Suite who left Catasys are a couple of chess moves away entering the scene.

TDOC hasn't made any significant moves to bouy the sector and WallSt has been out of favor in the space since the summer. I am starting to see some sector rotation in the last few sessions so hoping to see a nice Q ahead. A lot would depend on TDOC bringing some dovish press to the space.

29B in the VC market digital health in 2021. I hope they really start to bring bullish sentiment back to the space.. We are still in the early innings. I am bullish / long on TDOC but they need to restore some confidence back to the markets to up my conviction.