$TDOC sling shot to $35-50 | 400-500% return

1月7日

- Fundamentals are improving, people shorted it because they thought pandemic boosts virtual care but there will always be demand for virtual care & reference when it comes to getting medicine.

- There's huge shortage of doctors and wait times at hospital is awful.

- This stock is getting accumulated by whales. I believe longer the base, higher in space.

PT 1: 35

PT 2: 50

1月22日

交易進行

- Trade is active, I believe shortage of doctors + advancement in AI will lead to disruption in telemedicine industry.

- TAM is in trillions if you account for north America. If TDOC captures 1-2% of the TAM this stock is a multi bagger.

- Company needs to control cost, invest in AI & expand the operations in order to capture the audience.

- Wall Street treated this as pandemic play however unavailability of family doctor, able to get prescription for tests is a much bigger issue.

- Market cap of TDOC is shy of 1.71 Billion. 5x from here isn't difficult for a company operating in such an important space with increasing TAM and need!

2月14日

註釋

- TDOC has got the millions of customers and growing revenue.
- It could be an acquisition by AMZN as amazon likes to expand their business.
- AMZN has health.amazon.com/ business unit which could acquire TDOC and turn it more efficient as TDOC has a brand value and it's dirt cheap for amazon to acquire it.

- For amazon, TDOC market cap is chump change

2月14日

註釋

- However, My conviction comes from macro tailwinds:

- Shortage of doctors
- Aging population
- Long wait times in Emergency rooms
- Improving fundamentals
- Advancement in AI : Will improve operation efficiency if used well

4 天前

註釋

- Pull backs are healthy!

- Shorting traps to move back higher!