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re: Stocks on your watch list
Posted on 12/15/20 at 9:27 am to supadave3
Posted on 12/15/20 at 9:27 am to supadave3
quote:
I feel like I’m late to the TDOC party and hesitant to buy in. That’s an expensive stock by my standards. Couldn’t afford but maybe 3 or 4 and think I would be better off not jumping in now. Convince me I’m wrong.
Forget about how many shares and concentrate on growth %. I'm not saying you should buy TDOC. That applies to any stock.
3
Posted on 12/15/20 at 9:30 am to AUHighPlainsDrifter
ETSY 
Posted on 12/15/20 at 9:34 am to cgrand
CHWY as well. 
Posted on 12/15/20 at 10:26 am to AUHighPlainsDrifter
TDOC in great buy territory
My only hesitation with this industry is there is little barrier to entry. I just can’t help but feel that if Amazon or someone like that wanted to do this...
My only hesitation with this industry is there is little barrier to entry. I just can’t help but feel that if Amazon or someone like that wanted to do this...
This post was edited on 12/15/20 at 12:03 pm
Posted on 12/15/20 at 12:04 pm to Fox McCloud
quote:
TDOC in great buy territory
I would say decent buy territory. Definitely not great buy territory.
Posted on 12/15/20 at 1:29 pm to tenderfoot tigah
Retractable Technologies (RVP) is at it’s ATH and been moving this week. Under the radar vaccine play
Posted on 12/15/20 at 2:12 pm to spaghettioeauxs
Under the radar? It’s up 20%!
Posted on 12/15/20 at 2:33 pm to TDFreak
PINS just keeps running in circles around $70 lol. My body is ready for a pop to $75.
Posted on 12/15/20 at 2:51 pm to Fox McCloud
quote:
My only hesitation with this industry is there is little barrier to entry. I just can’t help but feel that if Amazon or someone like that wanted to do this...
This is what I don’t get. There are lots of other providers in the telehealth space, and that’s without one of the huge powers like amazon getting involved yet. Why is teladoc getting all this clout?
Posted on 12/15/20 at 4:59 pm to Open Your Eyes
I guess the question I have is, would Amazon build it or buy it? I feel like they'd scoop up a company like TDOC as opposed to investing in building their own version.
Posted on 12/15/20 at 5:15 pm to Chucktown_Badger
They could do either. Or they could buy one of the numerous other telehealth providers out there. Or buy one that doesn’t actually exist yet. Same goes for Walmart, the insurance companies, major hospital systems, etc.
Teladoc rightfully gets credit for being one of the first providers, and fighting the big legal battles in the beginning. But I’m just not sure how that justifies their stock price today. They are not synonymous with telehealth like say “google” for internet searching or “Airbnb” for short term home rentals.
Teladoc rightfully gets credit for being one of the first providers, and fighting the big legal battles in the beginning. But I’m just not sure how that justifies their stock price today. They are not synonymous with telehealth like say “google” for internet searching or “Airbnb” for short term home rentals.
Posted on 12/15/20 at 10:14 pm to Open Your Eyes
I think you're oversimplifying the ability to break into the medical and insurance markets and understating the newly formed Teledoc Health--it's not just for virtual doctors visits.
Teledoc is the global leader in a market that is expected to grow exponentially over the next 5-10 years. Based on the InTouch purchase and Livongo merger, Teledoc now offers end-to-end virtual healthcare beyond comparison with any other Telehealth company, as well as inroads with with IS and international insurance companies, healthcare providers, and hospitals that will only grow as they further integrate their offerings. The Livongo component is the key because 1) Livongo's product is disrupting the market and growing at an insane rate, and 2) proactive, AI-driven care--especially for chronic illnesses--is an insurance provider's wet dream. It won't be easy for another provider, or startup, to match the totality of what TDOC is now offering.
Sure, they may not be synonymous with Telehealth, like Google is with search, but neither was Google at one point. You're not investing in Teledoc for what they are now, but what they will be. Even if they only hold 20% of the Telehealth market in 5-8 years, that would likely make it a $500-700+ stock.
There will be plenty of ups and downs, but they are well positioned to remain the leader in a market that's only getting started. Which is why institutional investors have been buying it up.
Just my .02 as a Livongo shareholder that dug into TDOC after the merger announcement.
Teledoc is the global leader in a market that is expected to grow exponentially over the next 5-10 years. Based on the InTouch purchase and Livongo merger, Teledoc now offers end-to-end virtual healthcare beyond comparison with any other Telehealth company, as well as inroads with with IS and international insurance companies, healthcare providers, and hospitals that will only grow as they further integrate their offerings. The Livongo component is the key because 1) Livongo's product is disrupting the market and growing at an insane rate, and 2) proactive, AI-driven care--especially for chronic illnesses--is an insurance provider's wet dream. It won't be easy for another provider, or startup, to match the totality of what TDOC is now offering.
Sure, they may not be synonymous with Telehealth, like Google is with search, but neither was Google at one point. You're not investing in Teledoc for what they are now, but what they will be. Even if they only hold 20% of the Telehealth market in 5-8 years, that would likely make it a $500-700+ stock.
There will be plenty of ups and downs, but they are well positioned to remain the leader in a market that's only getting started. Which is why institutional investors have been buying it up.
Just my .02 as a Livongo shareholder that dug into TDOC after the merger announcement.
Posted on 12/15/20 at 10:33 pm to TheChosenOne
What happens if we go to single payor socialized medicine, price controls. How does TDOC fair in that environment?
Posted on 12/15/20 at 10:45 pm to AUHighPlainsDrifter
quote:
Forget about how many shares and concentrate on growth %. I'm not saying you should buy TDOC. That applies to any stock
Overall, this is what I try to do it’s just tougher with these expensive stocks when your portfolio only consist of a few thousand. It seems like I’ve been hearing TDOC discussed on here for quite some time I just see the price tag and get sticker shock.
Posted on 12/15/20 at 10:50 pm to TheChosenOne
Thanks for the insight. Part of my job deals with the telehealth space, so i dont think my issue is oversimplifying or not understanding. If anything it’s the opposite and I’m overthinking.
Admittedly I wasn’t thinking much about the Livongo aspect. Their continuous monitoring components are definitely an enhancement and what the medical industry is trending towards. But again, they are not even remotely the only players in this space.
The point about google not always being “google” is taken. However, I would offer that they had to beat out 5-6 real competitors(I think? Yahoo, msn, aol, maybe a couple others?). I think it’s fair to say there is definitely far more serious competition in the telehealth space now than there ever was in the search engine space. I’d also argue the environment for tech startups now seems much more robust than it was 20 years ago, meaning the competition is just going to keep coming.
I’m not really sure what my point is here, as I definitely don’t have a good grasp on the market forces at play. I guess the biggest thing I want to get across is teladoc is not the only telehealth company/platform seeing a lot of success right now, and not the only one doing these things:
Admittedly I wasn’t thinking much about the Livongo aspect. Their continuous monitoring components are definitely an enhancement and what the medical industry is trending towards. But again, they are not even remotely the only players in this space.
The point about google not always being “google” is taken. However, I would offer that they had to beat out 5-6 real competitors(I think? Yahoo, msn, aol, maybe a couple others?). I think it’s fair to say there is definitely far more serious competition in the telehealth space now than there ever was in the search engine space. I’d also argue the environment for tech startups now seems much more robust than it was 20 years ago, meaning the competition is just going to keep coming.
I’m not really sure what my point is here, as I definitely don’t have a good grasp on the market forces at play. I guess the biggest thing I want to get across is teladoc is not the only telehealth company/platform seeing a lot of success right now, and not the only one doing these things:
quote:
1) Livongo's product is disrupting the market and growing at an insane rate, and 2) proactive, AI-driven care--especially for chronic illnesses--is an insurance provider's wet dream. It won't be easy for another provider, or startup, to match the totality of what TDOC is now offering.
Posted on 12/15/20 at 10:58 pm to Fox McCloud
quote:
What happens if we go to single payor socialized medicine, price controls. How does TDOC fair in that environment?
They would essentially become a government contractor. cgrand had a post a few pages ago about TDOC getting a contract in Denmark, which has a socialized medicine structure.
Posted on 12/15/20 at 11:08 pm to Open Your Eyes
Fair points and I appreciate any insight and counterpoints, especially since you deal with the Telehealth space.
You're right, they're not the only one doing it, and doing it well for that matter. With this market still in its relative infancy, there will be a lot of ups and downs and obviously there are no guarantees. For my sake and the sake of several others on here, hopefully TDOC is able to grow/expand on their current offerings and customer base and become come synonymous with Telehealth, just like Google with search
You're right, they're not the only one doing it, and doing it well for that matter. With this market still in its relative infancy, there will be a lot of ups and downs and obviously there are no guarantees. For my sake and the sake of several others on here, hopefully TDOC is able to grow/expand on their current offerings and customer base and become come synonymous with Telehealth, just like Google with search
Posted on 12/16/20 at 7:53 am to TheChosenOne
What you are not seeing is that the majority of specialties can and will not use Telehealth after the covid scare. In fact they are not now. Also, Ins companies are paying half as much for a visit. If covid lingers you will have more growth but I don't see it anywhere near $700 unless the new administration changes some things up.
Posted on 12/16/20 at 7:56 am to djrunner
Agreed. Hard to see doctors wanting to use telehealth when they aren’t getting paid the same as when they do in person visits.
Posted on 12/16/20 at 7:57 am to Fox McCloud
quote:
My only hesitation with this industry is there is little barrier to entry. I just can’t help but feel that if Amazon or someone like that wanted to do this...
You could say this for a LOT of things.
Every single person on the planet needs access to healthcare. The market size is massive.
This post was edited on 12/16/20 at 8:00 am
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