TDOC generated $52M of cash flow from operations and generated positive free cash flow. We should either focus on normalized EPS (without the big non cash expense) or focus on cash flow, the same way Amazon has taught us. Few points from earnings call : 1) expect early next year to have a completely redesigned user experience that integrates all capabilities with Livongo & betterhelp. 2) continue to expand the scope of clinical portfolio, develop the cardiometabolic continuum. 3) Mental health continues to be the fastest-growing specialty in the portfolio 4) expect 2021 to be an investment year, clear priorities in the R&D road map : data platform, unified product experience, Primary360 5) focus is on whole-person care. They'll evolve more toward at-home diagnostics and potentially pursue opportunities for deep partnership in order to optimize the consumer experience (at home service) 6) opportunity to bring Livongo into the hospital and health system channel, as well as internationally 7) membership guidance : sales that are closing over the course of this year will have a much bigger impact on 2022 than on 2021Notes from a reader