$TDOC Randy Gwirtzman, portfolio manager of the Baron Discovery fund, has owned Teladoc shares since early 2017. He likes Teladoc for the breadth and scope of services it provides, its industry-leading scale, and its ability to make the U.S. health care system more efficient in the future. "It's a stable business model, they have very good competitive positioning, and they have the ability to use a lot of internal growth levers to grow the top line and expand the margins on profit," Gwirtzman says. "I believe they can get to $500 million in Ebitda by 2025 and over that time the stock could double."