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TDOC

Teladoc Health Inc

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Price

$69.7

$0.12 (0.17%) Today

Mentions (24Hr)

5

150.00% Today

Volume

$5M

Avg Volume

$5M

Market Cap

$11B

52 Week High

$308

52 Week Low

$66.93

Day High

$76.22

Day Low

$68.51

Previous Close

$72.03

7 Days Mentions

49

Reddit Posts

r/optionsSee Post

TDOC Trade Review

r/stocksSee Post

So who are you??

r/stocksSee Post

The Members of /r/Stocks

High Beta Growth Wreck - “Unrealized Loss” 🤪

r/wallstreetbetsSee Post

Pain is when u got it so wrong ….$TDOC

r/optionsSee Post

Looking at next week's max pain for growth stocks, it seems like they will go up?

r/wallstreetbetsSee Post

Which tech stocks are massively undervalued since the sell off started?

r/optionsSee Post

TDOC Non Standard Options

r/wallstreetbetsSee Post

Is anyone bullish on TDOC?

r/stocksSee Post

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?

r/stocksSee Post

Why I don't like ARKK

r/stocksSee Post

Growth vs Value

r/optionsSee Post

Covered Straddles

r/smallstreetbetsSee Post

Testing, Testing, Testing: QDEL, the Omicron Pile-On Trade

r/wallstreetbetsOGsSee Post

Testing, Testing, Testing: $QDEL, the Omicron Pile-On Trade

r/wallstreetbetsSee Post

Testing, Testing, Testing: QDEL, the Omicron Pile-On Trade

r/wallstreetbetsOGsSee Post

DocGo (DCGO) - A Telemedicine Disruptor, Royal Pains for All

r/wallstreetbetsSee Post

DocGo (DCGO) - A Telemedicine Disruptor, Royal Pains for All

r/stocksSee Post

$TDOC Arbitrage?

r/stocksSee Post

BABA - Cautionary Tale

r/wallstreetbetsSee Post

TDOC holders, will we overcome???

r/stocksSee Post

TDOC holder, trying to calm myself...

r/wallstreetbetsSee Post

To fellow BABA, BIDU and TDOC holders, We shall overcome!

r/optionsSee Post

Sellers, further OTM does not equal “safer”

r/stocksSee Post

Is TDOC a play today?

r/wallstreetbetsSee Post

Is TDOC a play today?

r/stocksSee Post

TDOC : Do you see a light at end of tunnel ?

r/stocksSee Post

Forget TDOC, HIMS will dominate Telehealth

r/wallstreetbetsSee Post

Forget TDOC, HIMS will dominate Telehealth

r/stocksSee Post

Cathie keeps buying TDOC...at least someone has not given up on this!

r/wallstreetbetsSee Post

If you are looking for hypergrowth stock, Doximity {$DOCS} is the one. Mini DD 🚀 🚀 🚀 🚀

r/stocksSee Post

These are the bags that I am holding. Which ones do you think I should retire, and which ones I DCA down?

r/wallstreetbetsSee Post

Is there update on the "TDOC attracting big customers" research?

r/stocksSee Post

How much further do you think US:TDOC will fall?

r/stocksSee Post

Is TDOC trading at almost its book value? What is "Additional Paid in Capital"?

r/wallstreetbetsSee Post

TDOC investor day is today 18 Nov

r/wallstreetbetsSee Post

$BHG new ipo highly shorted has both business of CLOV and TDOC and makes more revenue than both together

r/stocksSee Post

Stock with negative earning NET, TDOC, SE...

r/wallstreetbetsSee Post

Will there be some pain in $ARKK into year end? (I know, I know)

r/wallstreetbetsSee Post

How I took a $200k profit to a $90k loss: A study in retardation

r/wallstreetbetsSee Post

From 200k profit to 90k loss: Death by a thousand mistakes

r/stocksSee Post

We’re witnessing the inverse of Spring 2020

r/pennystocksSee Post

UPH DD - target price $20

r/stocksSee Post

Anyone else tired of bagholding tdoc or BIDU?

r/ShortsqueezeSee Post

$UPH DD - mini $TDOC - currently $1.81

r/wallstreetbetsSee Post

Since someone bad mouthed my TDOC YOLO... Here's another account with more on one ticker. Consolidated efforts grow and lose wealth fast. Just need some luck and effort.

r/wallstreetbetsSee Post

$TDOC 80$>400$

r/wallstreetbetsSee Post

Let's go $TDOC

r/wallstreetbetsSee Post

TDOC from -99% to 120% in 1 hr

r/StockMarketSee Post

Here's Your Daily Market Brief For October 28th

r/StockMarketSee Post

Teladoc & Big Tech Leaks. $TDOC Q3 2021 Earnings.

r/wallstreetbetsSee Post

$200k TDOC Earnings YOLO; got slayed in FIS after winning on SI, here's to better luck

r/wallstreetbetsSee Post

$TDOC can't stop won't stop

r/wallstreetbetsSee Post

TDOC Calls

r/wallstreetbetsSee Post

TDOC 150K YOLO - About to schedule a consultation with them for adult onset retardation

r/wallstreetbetsSee Post

26K TDOC Earnings YOLO 🚀 💦

r/wallstreetbetsSee Post

Finding Discover ($DFS) partnership before it's announced

r/wallstreetbetsSee Post

Finding $DFS Discover blockchain partnership before it's announced

r/wallstreetbetsSee Post

Finding Discover blockchain partnership before it's announced

r/wallstreetbetsSee Post

Position update: of course I'm still holding $TDOC

r/wallstreetbetsSee Post

$90k TDOC YOLO - In Sir Jack We Trust

r/wallstreetbetsSee Post

$TDOC Not missing out on this one!

r/wallstreetbetsSee Post

It looks like $TDOC has been quietly attracting big customers

r/stocksSee Post

Smart or Stupid? Buy BYND, TDOC, FB, DKNG, CHGG, CHWY.

r/wallstreetbetsSee Post

$UPH (SPAC): $1.90 currently from $10+ 😅

r/wallstreetbetsSee Post

Cathie Tells Us what Puts to Buy Next!

r/stocksSee Post

TDOC stock 😬

r/pennystocksSee Post

$RHT.v/$RQHTF - Reliq Health Technologies - Street Wise Reports Article - 0.98/0.78 (Up 5% today)

r/stocksSee Post

which of these would you buy at current prices? TGT, CHWY, PTON, SPCE, DKNG, TDOC, TALK, or SAFE?

r/pennystocksSee Post

$RHT.V/$RQHTF - Reliq Health Technologies announces significant expansion in Texas - 0.87/0.69

r/wallstreetbetsSee Post

Not only was I Autistic Enough to Miss out on Gainz in Last Year, I have Somehow lost Over $70K in $TDOC since February!!!

r/RobinHoodPennyStocksSee Post

Biotricity does it again

r/smallstreetbetsSee Post

Biotricity does it again

r/wallstreetbetsSee Post

Biotricity does it again

r/stocksSee Post

Am I Crazy? ($TDOC)

r/wallstreetbetsSee Post

I'm hard for $HIMS

r/stocksSee Post

Looking for input on these 8 sectors

r/wallstreetbetsSee Post

$OSCR: Seriously undervalued growth stock with some CRAZY potential. 360% YOY Revenue Growth to $530 million last quarter, growing profit margins QoQ, insider buying, and more

r/investingSee Post

How does this sub feel about TDOC

r/wallstreetbetsSee Post

Is TDOC a victim of shorts?

r/pennystocksSee Post

$RHT.V / $RQHTF - Reliq Health Technologies - Long 18-24 Month Investment - 0.76/0.5955

r/stocksSee Post

Teladoc Health (TDOC) - Stategic eBusiness Analysis + Financial Analysis (2 parts)

r/investingSee Post

Teladoc (TDOC) mismatched financial data? NASDAQ, Yahoo Finance, & TDOC's Earnings Release?

r/wallstreetbetsSee Post

650k $TDOC

r/optionsSee Post

Wash Sale strategy with equity/options swap

r/stocksSee Post

The r/stocks Inverse ETF: Part 1

r/wallstreetbetsSee Post

WSB meme stocks have been getting PUNISHED since January when GME short squeeze begin

r/wallstreetbetsSee Post

long $TDOC i need a doctor

r/wallstreetbetsSee Post

Romancing the Wood - a TA/DD of your favorite, can't possibly fail, Cathie Wood investments! (TSLA, CRSP, PLTR, WKHS, TDOC, ROKU, SQ, JD, BABA & HOOD)

r/StockMarketSee Post

I scanned over 150 charts this weekend. Here are some good setups I found to BTD: SKLZ, PTON, FUBO, TDOC, AAL, MU

r/optionsSee Post

I scanned over 150 charts this weekend. Here are some good setups I found to BTD (or sell CSPs): SKLZ, PTON, FUBO, TDOC, AAL, MU

r/wallstreetbetsSee Post

$TDOC

r/smallstreetbetsSee Post

HIMS ON SALE

r/wallstreetbetsSee Post

HIMS ON SALE

r/wallstreetbetsSee Post

750k TDOC yolo

r/stocksSee Post

TDOC Revenue Grows 109% YOY, raises Full-year Revenue Guidance, misses on EPS

r/stocksSee Post

I like AMRS. DO YOU?

r/stocksSee Post

TDOC - Sell or Hold?

r/optionsSee Post

Hello, can you chime in

r/stocksSee Post

Is 15% allocation in one stock too much?

Mentions

TDOC is around $70 now, not $60.

Mentions:#TDOC

“Tdoc is 60 now doesn’t mean it is oversold,” this is based on nothing but conjecture on your part as well. You may or may not be right, but anyone who confidently says this about a hyper growth stock is being disingenuous. The average institutional analyst are giving an average price target of 145$ (look at the analysis tab): https://finance.yahoo.com/quote/TDOC/analysis?p=TDOC Unless we have access to the info they’re using to determine this target, this is also speculation on their part. However, why should someone trust random redditors who are prone to groupthink instead? I’ve seen this confidently said about tdoc plenty of times, but they’ve never given a solid reason, other than the fact they hate the stock, which is akin to “I like the stock,” type analysis that’s facetiously (or sometimes seriously?) done on wallstreetbets.

Mentions:#TDOC

TDOC SS incoming 🚀🚀

Mentions:#TDOC

She said that when she was buying HOOD above $30 and TDOC above $140.

Mentions:#HOOD#TDOC

SHOP & SOFI are reasonable to cheap imo. I've not looked into TDOC or FVRR recently. At this point most growth stocks I look into are reasonably valued to undervalued. UPST is very cheap, although it's bounced quite a bit the last couple of days. That said I tend to only buy growth stocks which are top-in-class businesses in large growing sectors. While I might think something like FVRR & TDOC is cheap I would be nervous about the sectors they operate in. I don't think it's clear how big their TAM is yet which means you have to believe both in the company and the growth potential of the sector overall. I will buy into these kinds of stocks from time to time as short-term plays with UPST being an example of that, but I would view these stocks are more risky.

Buffett has spoken about how stupid it is to categorise some stocks as growth stocks and other stocks as value stocks because fair value depends on growth and most value names are value names for a reason. You want growth at a fair price, the problem is most people don't know how to identify what a fair price is for growth because they're comparing metrics directly with relatively stagnant companies. People forget how companies like FB used to trade with a PS in the high teens / low twenties and a PE over 100 during a period when interest rates were much higher. Stock like SHOP trading at a 25 PS and 150ish TTM PE today are just not as expensive or unreasonably priced as some people think. As an investor the biggest mistake I've made is probably not investing in companies like FB, AMZN and NFLX years ago because I was concerned about their valuations. Not only was I wrong about these stocks not justifying their high valuations, I could have never imagined them so significantly outperforming the broader market. In many cases these names could have been 2x more expensive than they were and still have been fantastic investments. I do agree with you that you shouldn't have a portfolio full of growth stocks though and that there is a difference between highly speculative, sometimes pre-revenue investments and growth stocks like SHOP or TDOC. For example a stock like SPCE doesn't even have a proven business model yet and really shouldn't be in the same category as companies like SHOP and NET which I and others use every day professionally. These aren't memes or highly speculative companies yet to prove they have a business but legit companies that are growing fast and offering real value to their users.

I'm curious, do TDOC shareholders remember what an up week looks like?

Mentions:#TDOC

One thing that makes me think more about "deep value territory".... Alot of these ROKU/PINS/TDOC stocks are going back to pre pandemic valuations. But all financial data shows they have much better positions that before. So better revenue from 2019 with equal yields yet also equal valuations?

Cathie's avg cost on her TDOC shares is 163.91. 💀 https://cathiesark.com/arkk-holdings-of-tdoc

Mentions:#TDOC

I feel safe, except I have one big hole in my umbrella, TDOC, and a couple of smaller ones (SE and PYPAL) :-)

Mentions:#TDOC#SE

Get that. But ETFs mainly work through time. Anyway, a good balance between individual stocks and bit of ETFs (value focus or just broad) never hurts. Even if only 20% of your portfolio. Personally looking at Disney, MSFT, TDOC and AUR for some riskier plays that seem to be low(ish) at the moment.

Just noticed TDOC is now lower than it was prior to covid.

Mentions:#TDOC

His comment is so dead right lmaoo a year ago you were posting what stocks on the dip should I buy and what’s up with TDOC. Post loss porn please.

Mentions:#TDOC

Did TDOC announce EV?

Mentions:#TDOC

Absofuckingloutely! In the growth crash of 2021 (I think it was around May?), I swore I will go all into indexes and ETFs once I recover from this. I managed to recover all loses and was even positive in October/November (a swing from -60k to +30K). But I was stupid and didn't do it. As of today, I am sitting at -75K on the same account (something like -50K YTD). I have managed to get out of most of my speculative growth plays, but still have BABA, BIDU, SE, PYPL and TDOC. Not sure if I keep holding TDOC and SE. TDOC is the shittiest one (-45%, -30K), while SE is also quite bad (considering I started a position only about a month ago, -40%, -10K). But no more investing in companies that don't have PEs. And most of my investments will go to indexes/ETFs and maybe 10-20% towards the solid companies like GOOG and MSFT that I already hold.

TDOC green. Recession canceled

Mentions:#TDOC

in terms of rebounds the beaten down names like TDOC are bouncing harder than the NVDA's and AMD's

TDOC green. Holy Shiteeeeeeeee

Mentions:#TDOC

Holy SHIT. TDOC about to green

Mentions:#TDOC

ok actually impressed by TDOC today

Mentions:#TDOC

TDOC what a rally bby

Mentions:#TDOC

Thnx bb, picked up a TDOC 65p 3/4-4/14 and bushel of PLTR 12p 2/18-3/18

Mentions:#TDOC#PLTR

TDOC, PTON, SQ, pretty much every growth stock....giving quite a harsh lesson this past year.

Mentions:#TDOC#PTON#SQ

SQ, PLTR, TDOC abd of course SPY

I started late 2021. After the only green day in Jan everything has seemed like a nightmare. I don't even own meme stocks or play with options. The only picks that I really regret are TDOC and SQ which I made on a whim after reading some Motley Fool articles (never again) - I'm down more than 50% on both but they're only a small portion of my portfolio. What hurts is putting a lot of money in at near ATHs on 'good companies' like MSFT, NVDA and GOOGL. Feeling like an idiot for not taking some profits during the green day earlier this month.

ARKK, I really enjoy most of their holdings, I hate to say it. ​ TSLA, I think it's a great company to be long on, could go under a big correction, but it looks like the future of EV's. TDOC, I mean come on, Telehealth has got to be the future of healthcare, if they can navigate these times and cement themselves as the leader of telehealth, they're going to be a massive winner. ​ ZM, yuck. ROKU, unsure. ​ COIN- Coin looks nuts! Their p/e is already at a super discount, and I think crypto could pave the way for a more decetrentalized future, however it's going to be in for a rough couple of years. ​ U- I love unity! If the metaverse does actually happen it will be built off Unity I truly believe. I think the new unreal engine looks amazing and we can see some new games being built off that engine hopefully. Spotify- anecdotal, but dude, Spotify is super freaking popular and I feel they're outmaneuvering Apple Music a little bit, and with APPL facing anti-trust I feel Spotify could continue to grow! TWILIO and UIPATH im unfamiliar, but SQ you gotta be long on. ​ Every single small business that I personally know are built off of SQ, + their adventures into Crypto are really cool, also I just genuinely like CashApp and the idea of it being way more decentralized than Venmo is. My sisters business is running off of SQ and a sister franchise of ours is also running off of SQ and I continue to see adoption in companies that use it! ​ so, in short - man, if you're bullish on fancy new tech and innovation, fuck it, just hold, but if you're like me and think the Metaverse won't come to fruition you'd be better buying off some select stocks that she has. This could be a really long hold but there are some great companies in there, some are terrible though.

Why in fuck does ARKF have such a huge holding of TDOC? Like the rest I can forgive but that’s just insane.

Mentions:#ARKF#TDOC

After I got vaxxed I’ve done it as much as possible. Surrounded by liberals so only so much you can ignore, but I’m not exactly one of those “I’m scared to leave my house cause I’ll get **OMNICRON!!!11**” types. The overreaction changed the economy massively tho from an interesting perspective, although making half of everyone into shut ins boosted tech a lot. A lot of shit is inevitably gonna fall as it ends, although tbh I think names like $TDOC and $ZM are oversold at this point

Mentions:#TDOC#ZM

Cathie tells me to own TDOC so I'm doing that

Mentions:#TDOC

If TDOC maintains its growth she wont need to

Mentions:#TDOC

Or 5 year returns ex ROKU, TDOC, U, etc

Mentions:#ROKU#TDOC

you're pretty bad at picking companies. TDOC is even worse than the SE pick you mentioned above. This company is probably going to $20/share

Mentions:#TDOC#SE

TDOC. 3 year low with 5 year sales momentum. Clearly most investors don't research their companies or review financial statements.

Mentions:#TDOC

As I think we've figured out, it's time to short the rips instead of buying the dips. SPY puts are boring, so give me your garbage tickers! Let's get this bread. Here's a few to seed the list: WDAY, CHWY, TDOC, ABNB. Always looking for more.

trying to build out a new watchlist for this once in a lifetime "buy the dip" opportunity... if you could put a mil on a single stock with 3x potential what would it be ? i think 5x or 10x is too ambitious and im not willing to wait that long, but 2-3x is very realistic/achievable in a year or two. CLOV (didn't really care about this stock before but it's a real business with real revenues and it's currently under $3 so $6-9 seems very possible) PATH --if it hits the 20s PLTR - if it goes down below 10 TDOC(good buy out target imo) - under 10 bil market cap im buying SQ, COIN(both too big i think but maybe 2x is possible)

IM GONNA DO THE SAME WITH ZM and TDOC!! Load up degenerates!!!!

Mentions:#ZM#TDOC

CSCO had $0.36 EPS in their financial year ending July 2000. Their stock price hit $50+ at peak. So you're talking about well over 200 PE ratio back towards the height of the bubble. MSFT was up above 100 PE back then as well. If you'd bought MSFT at its 1999 high you'd still have significantly outperformed the S&P500 since. If you bought CSCO at ATH you'd be just under where you started. These 1999 stocks were trading at multiples much more similar to names like $TDOC, $ZM, $NET, etc. in 2021, which have already gotten smashed similarly to stocks in the tech bubble. You look at $INTC, $CSCO, $QCOM, companies that actually had a product. It's all around a 75-80% drawdown, similar to the NASDAQ at the time. We are already in the midst of our tech bubble crash right now. Tons of stuff down 70-80% already.

Good to see the Covid bubble stocks (ZM, MRNA, TDOC, cloud-based tech) come back to more justified valuations.

Mentions:#ZM#MRNA#TDOC

I struggle with TDOC too. Had major gains to now being down 60% or so. The market hates non profitable companies right now and it’s in a lot of the ARK funds which are public enemy #1 on Wall Street

Mentions:#TDOC

TDOC is a misunderstood company that a lot of investors still see as a pandemic play. If anything, the pandemic accelerated it's adoptions. It's here to stay and definitely a buy for me. Opened up a position recently and have added to it a couple of times since, including today.

Mentions:#TDOC

Is TDOC in deep value territory? They have a lower valuation now than in 2018, when the idea of virtual medicine was still a niche and speculative market. In 2022 we know for certain that virtual medicine is here to stay and will in fact grow. Why might this be?

Mentions:#TDOC

I feel like at that point how my TDOC is doing isn’t the highest concern

Mentions:#TDOC

It depends on what you're looking at TDOC is almost at pre-pandemic levels as are some other very promising companies that have plenty of sales momentum.

Mentions:#TDOC

TDOC, ZS, GNRC, TPB, DIS. TDOC is probably the best-looking down around 75% from last year's ATH. Their EPS continues to climb and I think while the pandemic accelerated its growth, it is here to stay unlike some other stocks like PTON and Zoom that we *needed* because of the pandemic. People will use TDOC long after the pandemic "ends ends" because it's what the insurance companies say we can use, because it saves them money. Anything that saves health insurance companies money = $$$$$. That TDOC is trading in the seventies right now is peak FUD.

I will suggest you to go ahead and buy. There are really good dip buy opportunities like PTON, TDOC,ASAN, RIVN all trading near 52 week low. 😜

At some point I'm going to jump in on TDOC. Because it surely will be an MA target for a health care company.

Mentions:#TDOC#MA

I think the part you’re not considering is that the market’s very high earning multiples & valuations have been heretofore justified by “explosive” growth and low interest rates. What happened to Netflix and to a bigger extent DocuSign was that they showed that growth slowing, even by just by a little bit. When that happened, their earnings multiples got crushed, even though they both still beat on earnings. Because their higher multiples could no longer be justified. This is happening to more and more companies: PTON, TDOC, NFLX, DOCU to name a few. We’re not saying there’s going to be a recession, but we’re entering into an environment where these historically very high multiples can no longer be justified (if only because of rising rates). Even if earnings stay the same, the market has already shown that it will reprice multiples at the first sign of slowing growth—or rising yields. Since the broader market still trades at very high multiples, slowing growth (by even just a little bit) + rising rates = broader market repricing/revaluation.

If this actually is 2000-2002 in the ZM/TDOC/PTON world, and I would have to say it might very well be that in that world given what I heard about PTON today, y'all have a TOOONNNN more pain to go and many people like you are going to get bombed out forever.

Mentions:#ZM#TDOC#PTON

KIND is the largest one. Also dipping into DKNG, TDOC, and HOOD.

Amazon is a real threat to TDOC. I've used Amazon Care before and it's amazing. You can see a doctor in 4 minutes of calling on your phone, and they operate 24/7. But puts on TDOC

Mentions:#TDOC

Sea of red and CRSR/TDOC are green. What is this sorcery?

Mentions:#CRSR#TDOC

You say you care about valuations and yet you ignore the fact that TDOC is trading at 80% book value. And the competition has yet to surface. Amazon has been trying to penetrate telehealth for years and has been failing miserably. I would also say good luck but I don’t know what chance you stand when your ability to assess a company’s financials is so poor.

Mentions:#TDOC

LOL TDOC up 6%. Just cos the QQQ went up doesnt mean TDOC will be profitable

Mentions:#TDOC#QQQ

TDOC has never generated any operating income… also want to ruin your day as a long? Take a look at stock based compensation over the last 2 years… B-r-u-t-a-l

Mentions:#TDOC

As you've outlined though, there's no justification on any stock going 5X or dropping 80% from a move in interest rates 2->0% or from 0->2%. They have a modest impact on NPV, no doubt, but $ZM's present value of future cash flows did not drop by 75% with the interest rate move. Instead, what's really happening is the market simply falls in and out of love with certain types of stocks. It's all momentum. There is no fundamental reason these stocks would be worth many times more or less than they were just a few months ago. Momentum is working in each direction on these stocks. It way overshot their values in Sept to Nov. Now it's selling them off like they're hopeless. In my opinion, it creates a great opportunity to go bargain hunting. These aren't specific names selling off, it's entire sectors. It's multiple compression. There are definitely small/mid cap tech stocks which are down 70-80% from their highs, that will be double or triple their value within 3 years. The risk/reward is setting up very well on things like TDOC, ZM, MTCH, NET, you name it. If you can find a company that is down 70-80% from its highs, and you are confident they can continue to dominate their sector, then you are getting in at a great position. You don't even need to be right half the time if your average winner goes up by 2.5X.

TDOC is trading below book value right now. (P/B 0.8057 at the time of this comment.) It’s actually a great deal if you actually care about “value” stocks.

Mentions:#TDOC

I'm still pissed about LVGO. Sold it after the merger, but then stupidly bought a Jan '22 TDOC leap for old times sake... currently worth approx 0.

Mentions:#TDOC

Thanks for the detailed post. I read it with interest as I am short ZIM and long PLTR so we definitely have different lines of thought. :) I'll share my thesis for anyone interested. I can't post charts in a reply which would help illustrate my thinking, but ZIM I've been short since September at 60.20, and MATX as well. Yes looking at FCF and revenues at the moment look great, but my thinking was more in line with what we saw with PTON, ZM, TDOC selling off as they were temporary long covid plays to begin with and financials looked great only while the markets they drive revenue from are strong. Markets are forward looking so current FCF is less important for stock price than future financials, which is what I'm speculating on reversing, where I believe you are speculating on a continuation. ZIM/MATX financials are up because the underlying market of shipping is going through a once in a lifetime supply chain issue making for bidding wars for containers to get on ships and the companies to drive more revenue from that. If you listen to the earnings calls you can hear their CEO's and CFO's discuss the issues. You can actually graph the correlation with shipping if you look at things like the Baltic Index or want to track shipping freight costs here [https://fbx.freightos.com/](https://fbx.freightos.com/) The inputs to shipping costs (fuel, labor, etc) have not increased substantially which you can see in a historical chart of operating expenses and COGS, thus with increased revenue they get higher EPS which has been on a tear lately. Many of the freight analysts I've heard have suggested after Chinese New Year in February they believe pressure will start to relieve as supply chain issues normalize. So in my mind, the shipping industry is reaping temporary rewards of a bidding war in ocean freight which is driving their top line growth, but I don't think that will last as supply chain issues will inevitably get sorted out over time, thus bringing down ZIM/MATX revenue. At least that's my operating thesis on the trade. In my view, the major risks from the short side are whether ZIM/MATX use their larger than normal cash reserves from their windfall profits to keep on doing buybacks (MATX has started) or figure out a great ROI way to deploy that capital to continue earnings growth.

I held LVGO but TDOC bought it, should have sold it back the.

Mentions:#TDOC

200 for TDOC? Holy crap. So this is *one of those Cathie stocks*, then. Thanks, I'll just sell some, and set up some trailing stops. Here's an award.

Mentions:#TDOC

Is anyone knowledgeable about TDOC? I bought some Jan28 81c. I felt bullish to keep holding for more gains (currently 35%) because I remembered Cathie has a boatload of this stock. But then I felt bearish because I realized Cathie has a boatload of this stock. So which is it?

Mentions:#TDOC

TDOC was not a bad call

Mentions:#TDOC

Its funny when I see some beatdown stock like TDOC do an 8% day and then on the chart its like a little teeny weenie line up at the bottom of a giant cliff.

Mentions:#TDOC

I don't think that's a guarantee but it is certainly what the market has been pricing in over the last month or two. I could see the rates these pre-commercial "growth" companies get stay very close to the benchmark + 3-4% as they have been over the last few years, and if not, it seems to be priced into stocks like TDOC. I agree that the bailout was too generous to banks. With banks they can kind of just borrow money and not pay it back because "the banking system!", but I do like that Ford and a couple other automakers were bailed out and everybody won because jobs were kept and the loans were paid back in full with interest. Trying to predict or understand the long-term consequences of MMT are above my paygrade but it does seem like it's a system that only works because "America #1" and "EU #2!". If the US loses relevance like Greece (Greece was hella-relevant thousands of years ago) I could see it having total economic collapse like we saw with Greece. The Roman Empire has certainly seen better days as well.

Mentions:#TDOC#MMT

To give an inanimate object like the stock market human-like traits, that's just an analogy. It's often helpful to think of the market like an adversary to overcome. It doesn't really matter if that's true or not. By my comment, I'm saying really it's that the rich are out to outplay the poor. They want your money. When you buy TDOC at $200 and sell it for $80, you're giving the rich your money. When you buy TDOC at $200 and hold onto it for 10 years, you are NOT giving the rich your money, well not so much anyway. In hindsight it's likely a hedge fund or congressman sold you the TDOC at $200, you're just not letting them buy it back for a 75% discount. I suppose I wouldn't use the analogy that the market is actively trying to hurt us, but I think it gets the point across.

Mentions:#TDOC

Millions of TDOC short shares closing yesterday. Not gonna squeeze like AMC but it looks promising for bulls.

Mentions:#TDOC#AMC

Man TDOC makes good-enough sense to me. I usually take a closer look at companies when they start trading below book value, which for TDOC should be around $105. It got to the $90s and I was like "oh shit, it's really on sale!" and bought in. I have been buying in, as recently as today. I didn't think it would flirt with the $60s but hey I don't mind paying less for it. If the fundamentals are sound/YoY growth is favorable, I don't see why TDOC wouldn't make a comeback. If the reason people are selling TDOC is because the fed is inching up rates at a rate of 1% per YEAR, TDOC is incredibly oversold. I'm less optimistic about DraftKings and CoinBase but it's more because I try to stay out of that "virtual currency" stuff. Ultimately if we could predict a stock's direction by simply looking at fundamentals (and technicals) we would all be rich. TDOC could go to $10 on "worriez", DKNG could go to $100 because they make an NFT and Elon tweeted positively about it.

Mentions:#TDOC#DKNG

I think it's really as simple as every now and then the institutions and insiders realize ridiculous gains and everyone under them (that's us) freaks out and sells but at the end of the day, even with the fed increasing rates so far 1% (so what!), the only major change since 2019 is that inflation is/was significant... but like... keeping your money in cash when it loses 8-15% of its purchasing power annually is dumb in its own way. The money has to go somewhere, people aren't going to just sit on cash when the economy is relatively alright. I guess bonds are somewhat hot right now, but it always comes back to stocks eventually. This is another one of those "false bear markets". I don't know if these "value" or "growth" stocks will make it back to 2021-highs or not, but I do know TDOC at a 75% discount is *deeeecent*. "oh no, they have to pay 1% more in interest on their debt that they already pay > 0% interest on anyway how will they figure that one out!"

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Nice hopium OP. I see you saying TDOC is your largest position. I think everything else is self-explanatory.

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A lot of ARK stuff. TDOC HOOD ROBLOX PLTR BLOCK COIN DRAFTKINGS etc... These will not go down forever, Markets tend to over correct down while in a feedback loop... I feel they have gone way too far without even a bounce at this point. They could move another 20-40% down, which would be the risk i take on for my assumption they will each gain 400-800%. If they move up from here I would be thrilled that I almost timed the exact bottom, but yeah like i said... there could be a lot more pain before any gain.

i hate speculating about potential buyout targets but i can't help but think TDOC is a prime target for acquisition. They are positioned ridiculously well for the future of medicine. What are your thoughts ?

Mentions:#TDOC

TDOC is a future. Buy now and check-in few years

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ZM yes, TDOC probably not but there’s a chance, HOOD 1000% no

Mentions:#ZM#TDOC#HOOD

Probably one of the many reasons TDOC is dropping during a pandemic lol. Does your hospital system use Teledoc, at all?

Mentions:#TDOC

ARKK’s holdings have changed a lot for the worse. Instead of holding a healthy mix of profitable and speculative, it’s heavily tilted to the latter now. Would you really want to buy TDOC and ZM and HOOD?

Exactly… someone smarter than me pointed out that a company like Epic already has all patient information localized and is widely adopted by the medical field. They could just launch video conferencing and that’d be the end for TDOC.

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What about TDOC got you interested? I don't see them hitting the $160 price target from Oppenheimer anytime soon, unless they reverse split.

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Absolutely. If the fundamentals are sound, just hold/DCA. If fundamentals aren’t sound, eh case-by-case. I don’t disagree that higher interest rates = less money for growth companies to spend on growing, however companies like TDOC shouldn’t necessarily be down 75%+. It’s an overreaction man, and I only wish I had more cash to buy the dip.

Mentions:#TDOC

Just hold! What I've noticed as an undeniable fact is that, sentiment on Reddit: (1) Runs off herd mentality. As long as a comment is upvoted and has a "fire" reaction to it making it stand out, people will believe it. (2) Is extremely short sighted. I've seen sentiment on companies virally change 3,4 times across a 1-2 year period with no real basis apart from the stock moving a certain way. The only way to win this game is to be an independent thinker. BTW on $PTON - 94% YoY Subscription Revenue growth as of latest earnings is not a joke. $PTON certainly is not worth $50 billion yet, but at this price point, it's one of the best growth plays IMO. Unlike $TDOC, it has not diluted shareholders much (shares outstanding are at roughly \~18% more than what they were pre-COVID), market cap's very similar to pre-pandemic, but they're now doing almost $1 billion revenue per quarter.

Mentions:#PTON#TDOC

There may be some differences, but there are also a ton of similarities. A good company can be a bad investment at the wrong price. Buying TDOC at $300 is the equivalent of paying $400 for a penny. Just because someone did it before you doesn’t make it a good idea. Retail investors tripping over each other to bid up prices to absurd levels is a common theme. Expectations of extreme growth being priced into unprofitable companies is another. Companies that really have no need to go public—and investors that think companies like DocuSign have a moat are another. TDOC has no clear path to profitability. They massively overpaid for Livongo and don’t have a strong balance sheet. They also have gone TWENTY years without turning a profit during one of the biggest economic expansions of all time. What makes people think, “Just another five years and on its 25th anniversary, it’ll be profitable!” Bagholder hopium. The same thing that happened after dotcom retail investors realized they massively overpaid for their stocks. Very similar.

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TDOC has the advantage of having the most data and better quality data, and also vertical integration with the other aspects of health care. I was just addressing the comment above me asking about what TDOC has to do with fintech.

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TDOC baby

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TDOC short interest hmmmmm

Mentions:#TDOC