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Right. Sometimes it feels like the latter.
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Yeah.
If you go to the 24” he explains his stance on CCIV.
What have I done?Alright Im in
Everyone I follow on Twitter is super bullish on TDOC. I know I should be buying more.I bought more TDOC today. I feel about it the same way I felt about UBER and PINS last year. It's my highest conviction play right now.
what's up with the market bleeding out growth?What’s up with pton?
Same thought I caught TDOC and shop at a bargain last week and then boom it drops moreMe feeling good at buying Peleton yday at a dip feeling good, and then sees it today, feels bad man
Actually having this conversation with a buddy of mine now, he brings up good points about potential comps going negative next year and I get it.I just do not see TDOC's growth post-pandemic. As of right now, there are disincentives for providers to leverage telehealth. So either their salaries go down or we are near the top from a valuation perspective.
PTON is even worse. We are at peak PTON right now. I dont see the growth beyond its current valuation at all.