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- Nov 17, 2013
Fastly is down almost 20% in the last week. Sheesh.
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Nice breakdown, thanks, I do wonder how AI/ML factor into the data monitoring because you're right it is excessive from a person to person standpoint.So I did some digging into LVGO....
As someone in the healthcare field who has worked in both inpatient and outpatient settings, the idea seems good on paper, but I don't think it's something that has real tangible value. It's not some kind of gamechanger. Even though diabetes management is daily, sending real time results are 95% of the time unnecessary. Patients test anywhere from once to upwards of six times a day, and to constantly send results when out of range is not efficient. This country does not have a universal EMR so most physicians won't know your every reading, nor would they need to know it. It's just completely unnecessary. Especially since most diabetic patients don't eat the exact same thing every day. You can just bring your glucometer to your monthly appointment and they'll be able to see all past readings. Patients exhibit clear symptoms when they are hypo or hyperglycemic and are usually counseled on what to do. Medication changes don't occur at an instant, they are all guideline based. Discussing non-pharmacological options (diet, exercise, meal plans, etc) is all already done at every visit to your endocrinologist.
Adherence is the #1 thing in most disease states and if LVGO can help with that then they're on the right track. Being certified by AADE is also a good look, but as a whole I just think their service is nice to have, but completely unnecessary.
I think they'll have much better overall success if they also get into other disease states (mental heath, etc).
Main reason why I'm building a long term position.Starting a small position in Disney. I know there’s a lot of noise in using market caps to compare companies, but it’s crazy to me that Netflix has a higher market cap than Disney. Even with Netflix having better content and more subscribers in the near term, it’s hard to imagine their (effectively) single revenue stream has more value than Disney+/Hulu, ESPN and Disney parks.
I got caught up in the euphoria of the market as well. I might stop myself out of ZM if it takes out yesterday's lod and rebuy it when it looks stronger. Market is anemic right now which is good, honestly, buyers can step in peacefully, but I started in way too high. 260 breakeven, bleh.
20% in a week but it ran from 40 to 105 in 20 days. I just need this to break the **** down already so I add at 65.50.Fastly is down almost 20% in the last week. Sheesh.
This guy Wall Street BetsDiamond hands right now. If I sell, I’m wiping out my gains for the month . Holding out hope Trump can pump this market back up by tomorrow.
Arent we all a little ******ed? I'm diamond handing my October 150 SPY put. I learned a hard lesson not selling that off in March when it spiked to be worth over $1K. Now it's worth $38 WSB is all of usThis guy Wall Street Bets
My hedges are gonna wind up going to zero But thankfully no other options plays. I lost enough money in April doing thatArent we all a little ******ed? I'm diamond handing my October 150 SPY put. I learned a hard lesson not selling that off in March when it spiked to be worth over $1K. Now it's worth $38 WSB is all of us
Diamond hands right now. If I sell, I’m wiping out my gains for the month . Holding out hope Trump can pump this market back up by tomorrow.
I'm still playing small single stock options but moving hedges into equity vehicles like SPXS or VIIX before it got delisted. No more options hedging until this market starts to make sense.My hedges are gonna wind up going to zero But thankfully no other options plays. I lost enough money in April doing that
They're becoming the brand name of home workout. What Netflix is to streaming, and Tesla is to EVs, Peloton is to home workout. They're going to dominate the market as the roll out cheaper equipment and expand their streaming. I'm going be building into PTON at a pretty quick clip regardless of current price movements.You can’t even order a peloton right now I was eying 59.15 for a bounce but I like it against that level.
added back very little fsly. Bleh.
Maybe a seasonal stock too? More people work out outside right now with gyms closed and the weather nicer. If gyms are still closed next qtr I definitely think we’ll see some new highs.
They're becoming the brand name of home workout. What Netflix is to streaming, and Tesla is to EVs, Peloton is to home workout. They're going to dominate the market as the roll out cheaper equipment and expand their streaming. I'm going be building into PTON at a pretty quick clip regardless of current price movements.
My wife had us get the Bowflex c6 bike instead for half the price but we’ll be downloading the app. They get a $1000 bike in addition to what they have, they’ll clean up for sure. I’ve been very intrigued I just can’t figure out what’s fair value for their potential growth. App wise there is such a long runway potentially, but how many people are willing to own a fitness bike? Americans are fat and lazy historically. But this is a strong cult stock, def like lulu was years ago.I've heard from numerous people who ordered one, they spring up sooner than the 'waitlist' entails. I like the recurring monthly, too...
NEVER. BET. AGAINST. BECKY. How many times do we have to teach you this lesson, old man?My wife had us get the Bowflex c6 bike instead for half the price but we’ll be downloading the app. They get a $1000 bike in addition to what they have, they’ll clean up for sure. I’ve been very intrigued I just can’t figure out what’s fair value for their potential growth. App wise there is such a long runway potentially, but how many people are willing to own a fitness bike? Americans are fat and lazy historically. But this is a strong cult stock, def like lulu was years ago.
My wife had us get the Bowflex c6 bike instead for half the price but we’ll be downloading the app. They get a $1000 bike in addition to what they have, they’ll clean up for sure. I’ve been very intrigued I just can’t figure out what’s fair value for their potential growth. App wise there is such a long runway potentially, but how many people are willing to own a fitness bike? Americans are fat and lazy historically. But this is a strong cult stock, def like lulu was years ago.