re: Stocks on your watch list

$GOOGL

* Sales $61.88B Beat $56.02B Estimate
* EPS $27.26 Beats $19.21 Estimate

also, frick you TDOC

The google numbers are insanity

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TDOC down 10% overnight

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The more and more I read, the more spot on Smackover's assessment seems to be.

With facetime, zoom and teams, why not just talk to your real doctor directly virtually? What is TDOCs play or advantage?

The YoY sign up number was really, really weak.

Basically called by Smackover...

They had some revenue growth etc but that user penetration issue seems like a major issue as things keep opening up.

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man i really don’t know.
Livongo was supposed to be my long term position and now I’m stuck

I might bail out before I go red on this turd

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After approaching a few of these companies or being approached, I lost all hope for there to be a common sense integration. You want to compete with me on a level playing field? You can't. Oh well, moved on without them and now working with three of the largest defense contractors in the country to provide these services, primary care, urgent care, and industrial medicine with on site services and telemed. Would start locally where they are located with the two large ones that just merged. Around 2500-3000 locally. They understood what I was proposing. One is also self insured. They get to make the rules, insurers just administrate those rules. Would allow for telemed and other common sense services to be offered cheaply and in a mutually beneficial manner as well as allowing me to help oversee and coordinate their facilities nationwide.

Discussing same with 3 large chemical companies. We provide 90% of the services anyway and if they'll pool their resources instead of each doing their own thing, it lowers to capital investments, employees, and gives them more bargaining power with large insurers.

That's where it's going. Start with companies, them on board, then consolidate the "pods" where possible essentially health care co-ops. Telemed greatly assists in doing this as security is a big issue at all of these facilities. Already done on encrypted devices without TDOC and the others. Since insurance not involved, not bullshite to deal with. Just do what's efficient but still effective.

I actually was encouraged by a few things from the TDOC call. Gross margins are improving, pull out all of the costs from LVGO and earnings are much much better.

With that said, this stock is not doing anything until 22 at the absolute earliest when all of the m&a stuff has worked its way off the p&l. Will probably trade around $150 for the next year which is a good level for it.

I think $150 and below is a fair valuation. They did increase their footprint and pt data with Livongo. And telemed will eventually be routine, but it's all going to decide when and how much insurers will pay for it. Many are offering it as a discounted service to their customers, as are self insured companies, but in my experiences pt's have been less than impressed. Others may have other experiences. If done correctly, you could access some of the best doctors nationwide conveniently. Not just for direct pt care, but consultation for physicians. Depending on how they adapt and change, they could flounder and fail or I can envision a scenario where they flourish. It just doesn't seem as if the business people "get" the business of medicine. 20 years ago everyone was saying Walmart was going to take over healthcare. Still waiting.

There will be someone step up and fill this gap. I just don't know who I'd bet on. That being said, if TDOC really tanks, I'll be picking some up.

next support is 129 (52 week low BTW).
after that, its like 90...

if it goes green today i'm out

how much do you have left?
i'm down to 215 at 130

i sold off 2/3 of the position in the 170's, so theres that

PINS reports tomorrow, after the bell
currently at minor resistance (77), gap available to high 80's (and all-time high) pending results

still think this is a 100 stock (will be VERY highly valued at that point, and perhaps a buyout target)