Reddit Posts
ARKK's Misfits - A Bet on the Comeback Kings:
CALL ON TDOC now all buying in the stock
TDOC about to fill gap at 20.50? Possible 7% gain from 18.99 level
TDOC teladoc is back. Let's short it.
What are your thoughts about Cathie Wood buying $TDOC stock again?
When do you close 0DTE or 7DTE?
ARKF response in the week after the Fed interest rate pause
Ark Invest's Cathie Wood is betting big on AI with these 4 stocks—including one that could skyrocket 750%.
TDOC, LLY, ROKU and CMCSA rises on earnings; DBX falls on layoffs; LUV, CAT and BMY slides
How are you playing earnings this week ? And how I’m going undefeated on earnings this week
Is it me or is TDOC super cheap right now?
How to value loss-making companies such as BKSY and TDOC or any other company that is currently not earning a profit?
$TDOC (Teladoc Health) Latest Earnings Report: Revenue +15%, Total Expenses +648%, Free Cash Flow -81%
$TDOC (Teladoc Health) Latest Earnings Report: Revenue +15%, Total Expenses +648%, Free Cash Flow -81% 😫
I want you opinion on a stock. TDOC
LYT (190 cost to borrow) looking to fly in sympathy with MGAM---both recent IPO's from India
$RHT.v/ $RQHTF - Reliq Health Technologies - Why I think you should own this... 0.53/0.40
DarioHealth - DRIO this could be the next multibagger
Amazon builds healthcare muscle with $3.49 bln One Medical deal
Thoughts on TDOC (Teladoc Health)
Teladoc analysis and valuation - Some love it, some hate it ($TDOC)
The way ARKK has bought the dip on TDOC is remarkable! Here's how it looks, visualized.
Bought two TDOC puts 15 seconds before market close on Wednesday
Cathie Wood was interviewed on CNBC and said TDOC is like AMZN when analyst could not see the potetial... what's with the cursing 🤣
Cathy Quadruples down of TDOC . She rocks
Cathie Wood bought more TDOC before the fall
Is Roku the next TDOC ? I'm not sticking around to find out, but I will sell u these puts
Teladoc plummets -38% after hours on Q1 bottom line miss, revised 2022 estimates
TDOC Loss Porn (from the guy who also lost $9K on PTON)
TDOC down over 30% AH - Cathie Wood had almost $700M in it. How does she still have a fund lol.
TDOC down over 30% AH - Cathie Wood had almost $700M in it. How does she still have a fund lol.
are any of these stocks on my watch list a hard no right now?
Why do people think telehealth is solely relevant during the pandemic? $TDOC $AMWL $HIMS
Expected moves this week. SPY, COIN, BYND, SQ, MRNA, BABA, and more.
Witnessed a scary interaction at the doctor’s today. Puts on TDOC
Looking at next week's max pain for growth stocks, it seems like they will go up?
Which tech stocks are massively undervalued since the sell off started?
What high flying names from 2021 that have crashed or are in a bear markets are you looking to pick up while they are near 52 week lows?
Testing, Testing, Testing: QDEL, the Omicron Pile-On Trade
Testing, Testing, Testing: $QDEL, the Omicron Pile-On Trade
Testing, Testing, Testing: QDEL, the Omicron Pile-On Trade
DocGo (DCGO) - A Telemedicine Disruptor, Royal Pains for All
DocGo (DCGO) - A Telemedicine Disruptor, Royal Pains for All
To fellow BABA, BIDU and TDOC holders, We shall overcome!
Cathie keeps buying TDOC...at least someone has not given up on this!
If you are looking for hypergrowth stock, Doximity {$DOCS} is the one. Mini DD 🚀 🚀 🚀 🚀
These are the bags that I am holding. Which ones do you think I should retire, and which ones I DCA down?
Is there update on the "TDOC attracting big customers" research?
Mentions
All her stock picks were COVID plays that relied on essentially everything staying virtual. TDOC? She relied on COVID staying around longer. PTON? She hoped everyone would buy an overpriced bike and pay a subscription to use that same bike you just bought. ZM? She hoped you would never walk into your office again. Literally a washed up ETF manager with exorbitant fees so she can pocket from her so called “investors”.
My ass still hurts from TDOC when she was screaming "buy!"
Laughing seeing this bc other than my boomer portfolio, SNAP and TDOC heavy shares are my large “risky” positions
You funny ! I'm being watching $TDOC .
"That makes me think the Nasdaq’s growth potential could be even bigger." The Nasdaq's growth potential might be bigger over the long-term but you talk about 30 years; what if there was another 2000-2010 (although especially 2000-2008) period within that 30 years where other things had leadership? I see that as highly likely and probably in the early first half of the next 30 years. Too many people run the risk of every potentially compelling growth theme/concept as being "the next big thing" when there have been a number of things that have not even in recent years. 2020/21 was an example of a very broad disruptive growth bubble, where even something like BYND soared and because the stock went up, price = narrative ("meatless will be what everyone is eating!") Cut to less than five years later: stock is $2.50 and https://foodinstitute.com/focus/beyond-meat-on-the-verge-of-financial-ruin/ During covid, TDOC soared and everyone thought that that was the way doctor's visits will go. The moment covid subsided, so did telehealth, then others started to compete and it was clear there was no moat. I did extremely well during covid with LVGO, which was then bought by TDOC for $18.5B. TDOC is now worth 1.2B. Everyone thought every EV company - even one with three wheel vehicles that did a banjo concert on a conference call - was the next Tesla. A lot of people on here were going all in on ARKK - last year Cathie had $22B in realized losses across the ARK funds. The last 5 years growth has done so extraordinarily well that I think it has created unrealistic expectations and there is still some degree of the mentality that every popular growth theme will work out extraordinarily well. Some will - but what popular growth theme isn't already priced as if thats the case? Some will not. When people start asking about "why not TQQQ" or "why not just own the nasdaq" I do get a little concerned; not saying this as harsh to op or anyone but admittedly, these are not questions you see on here in March 2020, 2022, early 2025 - they are the kind of questions that appear more in 2021. I'm not saying the markets will crater tomorrow, but I do think that some of what I see is not sustainable. It feels to some degree like we're already 2021-ing with Chamath doing a SPAC again and other things going on. What causes more of a lasting reset a la post dot com I don't know, but if that isn't the eventuality than perhaps this time is actually different. It feels like we are in a cycle of "escalator up" (2020-21, 2023-24, 2025 post April low; "price to narrative" valuation; everyone focuses on growth), "escalator down" (2022, early 2025; all the sudden valuation matters in a hurry, many got 100% risk-on and their only option is to rapidly scramble to de-risk in a puke of popular/crowded themes/names; people rent value and out of favor names while looking for a sign to go back to growth gambling again.)
TDOC 8 call aug 22nd @.07 contract🤑
It’ll hit $80 again for no reason but yeah, the end seems be a TDOC carbon copy
TDOC. I know people will trash this stock pick and mention HIMS or AMWL, but I've used their product a lot and they have the largest market share. They're acquiring a lot of companies to fill out their product offerings. And they are an AI play too.
TDOC Why - Because a Twitch streamer I watched was bullish on it at the time. What I learned: 1) don't shadow others, they have their own plan, stop losses etc, you don't (yet). 2) stock's can nosedive hard, and big drop doesn't always mean that "buy the dip" is the play It wasn't big money (like 300$ overall), and it was a very good lesson at the start, I quickly got punched for stupid decisions. Now I'm investing knowing how bad things can get, i.e carefully and with more research, and so far it treats me well.
We are talking about 725 shares in low $4 range, right? If you hit the home run it gets you to $75k. Most companies are really struggling for cash when they dilute. HIMS was a great call and very astute with the social trends of weight loss. They now remind me of TDOC. Good luck!
**Teladoc Health (TDOC)** was **ARK Invest’s worst-performing position during the year ending July 31, 2024,** with **$1.50 billion in realized losses** attributed to that single stock in Cathie Wood’s flagship ARK Innovation ETF (ARKK)
TDOC The gift that keeps on giving (taking away bigly)
I've been averaging down on TDOC for a couple years now after initially selling some in 2020 around $240. Wish I had sold it all, but here we are. I also am a user of the product, and it is actually a really useful platform. It's hard for me to believe that this stock can't achieve a 4-5x from here.
Damn TDOC is still around, I remember when they were 300 a share😂
I like the trade but your projections seem ridiculous on their face but especially so if you consider the time-frame you have chosen. Your base case calls for a 240% move within the end of the year but TDOC hasn't made a move like that since its 2019-2020 run. TDOC trades \~($9.20-10)-($7.5-6.5) in the short-term but I can see a move to \~$15-16 before EOY.
For the wsb crowd now: TDOC? 🪙 Cheap AF 📉 Bagholders still crying 🧠 Telehealth still a thing 🧾 Acquisitions might print 💸 Still losing money 👀 Analysts mid on it ☄️ Reddit says moon, Wall Street says meh --- Verdict: Not full-on turd, but not moon-ready either. It’s a coiled spring with IBS — could rocket if the gut clears, could just shit itself. Play it like a LEAPS lotto ticket, not your main squeeze.
I don't care about the company, so I didn't read a lot of your DD, but the chart does have a nice little up-slope since Liberation Day, \~25% in 3 months. If it does that for another 3 months it's at 10.36 by the end of October. Another 3 months puts you into January at 12.95. So your 10's could be ITM just based on that, and then if you get the extra growth you're expecting, you could be sitting pretty, having only paid \~1.30 for those. But what I REALLY came here to say was: Did you know you can sell Calls against Calls you own? Go out about a month and sell them at 30-delta or less. Right now the 33DTE 29Aug10.5C's seem to be going for 0.29. That's an ROI of 22% against a 1.30 CB. You could do that 6 times by January and almost not care what TDOC does, b/c you would've more than paid for the Calls you bought. (6 x 0.29 = 1.74) Just a thought.
Another TDOC believer. There are dozens of us!
Did TDOC stop offering that service or did you find an alternative solution?
Another day of WEN and TDOC
TDOC $10 calls up 40% today
I’m in on all the memes OPEN: Still have a leap and some January 2026 calls that are all house money at this point. DNUT: 8/15 5/7.50 call spread CLOV: 8/8 3.5 call PLUG 7/25 2.50 call BB 8/1 4.50/5.50 call spread RKT 7/25 17/19 call spread TDOC January 2026 12.50 call These are just the meme plays, I have other stupid stuff too
Watch out for TDOC run up before earnings(29.07) Impressive volume in preM
Wendy's is the freaking play. Also grabbing some TDOC because she's begging to be sent to $15
I’m going RKT or TDOC personally, need more money ahead of the Figma IPO
Lies. There’s so many more like TDOC, GLXY & BB.
Idk if this is a duplicate but here was my answer: Yeah I know Medicare reimbursement changes are significant, but TDOC’s business model is not overly reliant on Medicare-funded telehealth. Even in Q1 2025, TDOC reported $629.4 million in revenue, with only a portion tied to Medicare reimbursements. So can they overcome a hurdle like this? Absolutely.
Yeah I know Medicare reimbursement changes are significant, but TDOC’s business model is not overly reliant on Medicare-funded telehealth. Even in Q1 2025, TDOC reported $629.4 million in revenue, with only a portion tied to Medicare reimbursements. So can they overcome a hurdle like this? Absolutely.
Made money on OPEN, cashed out and now in BYND, TMC, LCID, TDOC, QUBT and WWR. LCID and TDOC are looking the most appealing so far. Good entry, IV is still relatively low before the masses find out and join.
If AI chatbots can give sound investment advice, they can also be therapists. Calls on TDOC.
TDOC bros are going broke 😂😂😂
Thanks for posting. I had been checking the sub a couple times a week to see if anyone else was thinking what I was thinking. Even drafted a DD myself, but was planning to wait until after earnings to drop it. I've done a significant amount of research into this ticker over the last 2 months. Important to add that they currently have 1.3B in cash. Free cash flow of around 150M annually. They are able to continue acquisitions like the 2 done in the last 6mos without fear of diluting shares or running out of cash. I cannot remember who but another analyst brought up that you couldn't build the overall business that TDOC already has for 1.4B, making a simple case for a higher valuation or that TDOC could be an acquisition target if existing leadership can't execute the turnaround.
Thanks for the dd ive been watching TDOC for a while and this was the catalyst I needed to take a deeper look. I think I broadly agree with the thesis but a few questions. Obviously P/S was sky high in 2020 so your numbers are well within range, but given TDOC margins I’m not sure the revenue lifts you mention are enough to move the needle. On your timeline I would feel more comfortable projecting 1, 1.5, 2.25 P/S targets. But also I’d lengthen your timeline. This is a multiyear turn around in my eyes. They’re well positioned and the need is real, but they need to focus on profitability like they never have before. Their revenue has never been the problem. They burn cash
Glad to see this posted. I've been on this train heavy since January. Flipped some options in February. When this company reaches GAAP profits (which may take 3 more quarters) triple today's price is the new floor. The Uplift acquisition should shore up the weak customer retention at Betterhelp and that will quickly lead to much more revenue. I believe the Citron piece focused on that as well. I've got a few thousand shares and may add a few thousand more. I also have options. I firmly believe the future is right here. TDOC execs are always cautious on earnings call and never too optimistic. I am hoping they don't undersell the turnaround on the call this week.
BYND - a punished stock that had prev hype and shorted into oblivion had a nice little bumparooski today. TDOC - Telehealth comp that has gotten its shit pushed in since Covid hype. There’s value there. UWMC - if rates go down this will pop + dividend for the fogies. RSKD - my biggest conviction play. Just look at the consolidation. When she goes it’ll be like Robinhood. Problem is when. Hard to say.
I used TDOC for my dermatology issue and they gave me a treatment that resolved it in 24 hours. I’ve been dealing with it for months. TDOC has great doctors for sure. 👍
Also TDOC’s the biggest telemedicine player by revenue ($2.4B in 2022, per Built In) and reach, operating in 175+ countries with 94M members
I looked into this a bit yesterday, and I'm curious what the reason would be to pick TDOC over Amwell, HIMS, or GoodRx. I'm not yet convinced that the tailwinds will be stronger with tdoc over the others
I respect the skepticism, but TDOC isn’t waiting for a 2028 patient influx to drive growth. The $30M UpLift acquisition adds $40M in annual sales to BetterHelp, and Wellbound targets workplace mental health which market exploding today. Q1 2025 showed 3.3% Integrated Care growth, and Q2 earnings (July 30, 2025) could be that rally. BetterHelp stabilizes or guidance beats then rocket. TDOC’s AI diagnostics and cost-cutting under CEO Chuck Divita have Citron Research hyping it. With a $1.14T telemedicine market looming by 2032, TDOC’s capturing market share now, not waiting for OBBBA’s fallout.
I like your thesis, but I think your time horizon is off. OBBBa changes to Medicaid don’t take effect until 2028. Some health providers may front run these changes and start cutting staff/locations, but I don’t think TDOC is going to see the influx of patients needed to support your price movement in that time frame.
Buying TDOC. Holding OPEN. Selling QS.
Thinking I'll enter a modest position on TDOC next week. 100 shares and forget about them
Agreed losses and debt aren’t sexy. But TDOC’s 94M members, AI push, and new initiatives like Wellbound make it a steal at $8.05. The board’s steering this ship toward a massive market
Interesting. Do you think these are big enough catalysts to favor TDOC over Amwell, HIMS, or GoodRx?
Understood, but there are board members I like here too. TDOC’s board, chaired by David B. Snow Jr., includes heavy hitters like Karen Daniel (ex-CFO with financial chops) and Caterina Lassiter (tech and healthcare expertise). They’ve backed CEO Chuck Divita’s cost-cutting and AI-driven diagnostics push, which Citron Research last June called a “coiled spring” ready to pop.
Despite the issues with Medicaid hitting the healthcare sector we have bullish catalysts: Wellbound Launch (July 15, 2025): TDOC’s new EAP integrates mental health and BetterHelp services, targeting workplace demand. I saw an analyst post TDOC is a steal at $7.91, citing 94M members and AI growth at 1x sales. UpLift Acquisition: Adds $40M in annual sales, though with a $10–15M EBITDA hit in 2025. Options Activity: High volume (8,025 calls) and 79.81% implied volatility signal expectations of a rebound, with major X accounts predicting a move above $10 soon.
Sector Volatility… The healthcare sector faced turbulence, exemplified by Centene’s 25% plunge after withdrawing 2025 guidance due to Medicaid challenges. While TDOC’s virtual care focus offers some insulation, the overall sector’s woes have pressured its stock.
I opened up multiple accounts in Fidelity years ago. It’s what percentage of each account those calls are. Basically only going TDOC. I’m not holding anything else but Bitcoin. Ethereum and these calls. I just put leaps in each one for the long.
Basically here’s the sauce… TDOC’s $8.05 close is a buying opportunity with Wellbound, Catapult, and AI paving the way. My 51 calls target $84,609 in the base case, with $157,539 if it hits $42.09. I’ll bet my left nut on it. Wait until I double down Monday. Will post updates.
New Catalysts: Wellbound’s EAP launch targets a high-growth market, and the Catapult acquisition ($65M) bolsters chronic care, potentially lifting revenue. Q2 earnings (July 30) could spark a rally if TDOC shows BetterHelp stabilization or strong Integrated Care growth (3.3% in Q1).
Valuation: GuruFocus’s $18.68 DCF (132% upside) and TDOC’s P/S of 0.56 versus peers scream undervaluation. Piper Sandler’s Buy upgrade adds fuel.
AMRN - friend recommended in 2019 I don’t remember the name of the other ticket, but it was recommended by Bloomberg magazine. It was bought out by TDOC and the shares were converted.
I have a bunch of cash and bonds but these are my holdings from most to least: FEIM PPTA UAMY KODK RDW PRAA TDOC
i’m hoping it hits $6.50 this week and TDOC $10
I think if they start slinging the real deal like Wegovy and Ozempic, it was looking pretty good. Selling cheap knockoffs and running a “healthcare platform” has been tried. Ask a TDOC bull.
Citron trying to make the case that it will be bought. I haven't read it but I don't know why someone would feel the need to buy it rather than starting their own if they were compelled enough to do so. I can't believe that I had a 5x with LVGO, TDOC bought it for $18.5B and now TDOC is worth $1.4B.
I know it’s not a penny stock but TDOC been climbing because of a tweet
My TDOC 7.5 calls are up 400% which is nice. Still getting wrecked on SPY puts.
What is the difference between LFMD and TDOC?
everyone and their dog thought during covid that telemedicine is the future. TDOC spiked to 293 per share. Then reality hits, can’t fookking fix broken bones through a laptop screen, TDOC falls to 7 dollars per share. I feel the pain of everyone who fell for this GILFs pump and dump during covid.
What actually was the issue with TDOC? Was it so overvalued? Looking at their data the revenue growth has slowed down and even gone backwards a bit but it does not look that horrible on the surface.
Small money here as Stonklord, but damn she pulled me into deep waters for a minute with TDOC. I’m holding a legit bag in 2025 just in case it ever comes back, and as a reminder not to trust a market charlatan in the future.
I think there are actually a few decent actively managed funds, but the problem that I have with "futuristic" funds is that they are often too indiscriminate or just not very good or the volatility is not worth the returns. I mean, take ARKK for example. ARKK did very well in 2020/21 because it was a broader "disruptive growth" bubble and that fund was in the very right investment place at the very right investment time. When 2022 happened, she stuck with "2020's greatest hits" all the way down. She missed the AI theme, selling NVDA near the bottom before it took off. She missed the obesity drug theme. Eventually, the Ark funds took a collective $22 billion dollars in realized losses. All the stuff she thought was "the future" in 2020 eventually lead to enormous realized losses, including 1.5B on TDOC. At least one ARK holding I can recall was a 0. In the UK, Scottish Mortgage (despite the name, a very aggressive public/private growth fund) took giant losses on Moderna (at one point its top holding) and held battery co Northvolt into bankruptcy. That fund is still well under 2021 highs. In terms of mutual funds, Nancy Zevenbergen's most aggressive fund (ZVGNX) is still off 2021 highs too, but closer than the other two. I'll say that that is probably the most aggressive growth mutual fund around and she's a better investor than Cathie is (and that fund's portfolio is better quality than ARKK's) but people go to stuff like this when the market is going up every day, then the moment that turns and the market stops going up every day they don't want to hold a fund like this. This fund is up 74% in the last 5 years, ARKK is just about back to flat. Too many things that are entirely speculative/early stage crater when the market turns like in 2021/22 and then when it comes back it's revealed that a lot of what they owned isn't great but "might have been exciting at the time in a bubble" (see ARKK.) I also have yet to see an aggressive growth mutual fund that has the ability to dial back even slightly. Look at a ZVGNX and you have a massive gain in 2020, craters in 2021/22, bounces back considerably in 2023/24 and yet... over a 5 year period if you had invested in the SPY you'd have done better with far less volatility. If you invested in Walmart you'd have done better over the last 5 years than "disruptive growth" ARKK. To me, the best option would be a more standard growth fund that would be able to make selective investments in more speculative/early stage growth - and that's really kind of how I invest. I don't know that I''ve found that with a fund.
TDOC and LVGO have entered the chat
I made about 5x on LVGO, which was told to TDOC for $18.5B. TDOC is now worth $1.3B. There were all the discussions about BYND for a while. All the EV names that everyone thought were the next TSLA. Solar has been obliterated - ENPH went from $336 to $90 before the election last year, fell another 30% in a week, bounced 20% and lost another 40% to the mid 40's.
Since you brought Ms. Cathie into it let's assume you want to short some of her real non-profit-forever masterpieces like UPST, TDOC or AI. How about you think CRM CRWD or ZS just HAVE to come down someday every one of them sports $50 in pillow soft share price downside, right!? Like the more obscure stuff under $50 a share instead? GTLB CFLT, FSLY OKTA TOST sure I've grazed at all of them. Quite successfully in at least four cases. Every stock I trade is capable of losing 7% in a single session or 15% in a single expiry, or else they don't make the travelling squad. Naturally I've added to my hit list this year as they proved it one by one instead. *You're about to find out that they aren't cheap one year out and that everyone else has identified the same three dozen hopeless bad faith hypestocks that you have.* Probably from as far back as I did pre-COVID, Insider Enrichment Vehicles really don't change their stripes that much after all. Get used to $5 premiums at strikes that are $20 or more off the current valuation, even as close in as this October. One year out the biggest open put interest will be assuming a 30% share price hit by then on ALL the usual suspects mentioned here IMHO the real big money on stocks like these is in WAY ITM puts (when purchased) by people like Jane Street & Citadel; they have the same level of conviction you do and (my opinion) must look at as a Bond quality investment. For someone without such a huge bankroll you are probably better off staying inside of six weeks and hoping for one chance to make 60-200 percent along the way, mostly just because just these ones are 50% off on Pump Days. After that NOBODY lets you make bank in a Put that's still $2 OTM when you sell with a 2026 expiry *but with the right kind of turd stock they sure do when it's just two weeks down the road.* If your list is as good as mine then you get to make 600% or more sometimes instead; regardless you will lose gobs of $$ learning when to hold em no matter what.
Today's the day im done bag holding TDOC. Down 90% on 7k 
You don’t think TDOC WAS those things in 2020? You could find article after article back then pumping that turd.
Or 95% if you’re a growth tech darling like TDOC.
Made a killing buying the TDOC dip after hours at $44. Flipped it yesterday for nearly 20% profit after the bounce.
$HIMS is going to meme itself out of favor tbh. Good company likely to turn to shit bc of excessive buying. $TDOC part 2.
TDOC to $30. You’re welcome.
They said: Buy TDOC @ $290 - now $7 Buy LMND @ $150 - now $31 I could continue, but you get the point.
bankrupt TDOC does not have a monopoly over tele consult. Hospitals will in house that shit.
Believe it or not TDOC will go bankrupt or go to $45
My TDOC bag about to come back to life?
Will this affect $TDOC?
Crazy how TDOC was almost $300 and now it's a penny stock LMAO
I feel like at some point HIMS and TDOC will both be targeted for acquisition.
Another TDOC, what you expect?
If something goes down a lot it may be on sale but definitely not necessarily. Take the example of RIVN. It went public at a 100B valuation before it ever sold a car and traded - at least initially - higher than that. It was an absurd valuation at the peak of a bubble, but it raised a lot of money - I don't know where the company would be today if it hadn't. That said, when that stock lost half from the peak it still wasn't cheap/on sale. It should never have been where it was in the first place. The stock is now down 91% and certainly at a more realistic place than it was, but it's still losing money. So, something down say 25% is not necessarily a sale in/of itself. You still have to look at valuation, business/industry fundamentals/outlook, etc. Not only RIVN but there's a lot from 2020/21 that never should have gotten remotely near where it got to and if you bought down 50% thinking it was a sale it wasn't. ROKU, TDOC, ZM, PYPL, etc. PYPL is an example of a growth stock down partly because of a bubble, but also because you have a growth stock that has slowed and matured, so you had the combo of post-bubble + re-rating from growth stock to more of a value. That can change back if they manage to restart their growth story but it hasn't happened so far. A lot of the above are kind of extreme examples around what was a bubble, but in any market you still have to really explore fundamentals before determining that something is actually on sale (or at the very least reasonable enough to start a position.)
TDOC at $16 around 2015. Rode the Covid wave and never gave up, until finally selling at around $30. Learned my lesson and investing in ETFs only now and not regretting my decision.