I tried to do research on MVIS and got only one share to monitor (Just one share). It spiked almost 50% today…poor me !!!
This is LIDER developer, used in automation…! Missed the boat permanently!!
2mrw will be $10, glad that you didn’t buy today.
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I’m not sure the business or use case for teledoc. I asked my doctor about it. The UW system uses a HIPPA compliant version of zoom not teledoc. I’m not sure what features teledoc offers that zoom doesn’t.
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Thanks. I have been hearing people using zoom not Teledoc… yet so many articles about Teledoc and Cathie bought so much of teledoc… anyhoo… I hedged… about $20k each, TDOC and ZM. Trying to find out more before deciding whether to pump to $50k or even more.
Heard many good things about ZM, the only issue with ZM is valuation is so damn high…
Normally, people do not need physical doctor visit as most of the small issues can be solved by symptoms. Teledoc is a novel concept of connecting patients and doctors to have first level review by remotely. Patient can be at Palo alto(expensive location) and doctor can be elsewhere at cheaper cost to resolve the issue. Based on first level, if doctors feel personal visit required, it is going to next in person visit. This is like uber or lyft concept connection connecting patients and doctors.
By using this, the insurance cost can be reduced very much, that is TDOC. Soon, every big companies will have TDOC insurance as one of the mandatory systems and TDOC is leader in this field as they are early starter like TSLA.
Going forward, they will grab more and more offices and grow. The problem they have now is: They have taken over many companies and expanded with debts and not making profit. At some point of time they grow nicely and suddenly becomes profitable exactly like TSLA. The stock flies at that time.
Cathie gets into it as she likes the concept and have done some research (FA) with it. The stock went way down when they suddenly declared higher loss than expected recently.
If there is a 20% or 30% drop in stock market, this has potential to go down further. Grab it at that time ! This is the reason, I specifically asked you to do FA on TDOC which you …
Risk is yours ! 
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The use case is actually the opposite. Doctors in high cost areas can see patients in rural areas. Rural areas just don’t have the access to specialist. Telemedicine gives them access. They have all diagnostic testing or blood work done locally then reviewed by the specialist who’s remote. Then the specialist can diagnose and prescribe treatment. I told the doctor why I was asking since there’s a debate on investing in teledoc vs zoom. I didn’t even realize there was a HIPPA compliant version of zoom.
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For future ticker, please tell me before they jump.
This is true million dollar ask! If I know that why should I buy only one stock to monitor?
I actually has more ZM than TDOC.
Use your algo to identify that stock 
Anyhoo, for the next 5+ years, my main accumulation is now U TDOC ZM… wonder $20k-$50k is enough or should I pump in more Current thinking is to hold position and wait for the imminent crash and add after market bottom which could be very long. May be can add 10x more quantity for the same money.
Perfect point for long holding!
Didn’t realize Cathie has begun to accumulate BILL. I was taking my sweet time to buy… Double my purchase immediately. She has been selling PYPL and buy into BILL, buy more SQ and SE.
SE is a great company with a visionary founder. Sort of like a younger version of Tencent. I won’t buy for now because I don’t understand the Southeast Asia market they operate in. But it’s your home court. You should know way more than I do.
Did you have any fundamental reasons to doubt ZM?
I re-look and re-look at EW picture of ZM… seem to have completed Primary degree wave 2 (multi-month counter-trend), and is now in Primary degree wave 3 (multi-month uptrend). Below is the EW picture,
Wave 2 is a double zigzag, label as w x y.
Did not do anything on ZM…I was in Webex and many of my friends, most of the engineering people including my close friend as product head, joined ZM and minted money, missed the boat heavily. After learning that, I would not like to do any DD on that, left it. !
But, buy anything after your century wave hits, but not now…
Beth’s TA guy on ROKU.
Roku: Anatomy of a Tech Darling—From Pre-Proven Business Model to Global Acceptance
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You seem to be always on the wrong side! You may have to change your Primary or change your name to rectify the bad luck.
What is the difference between conviction and blind religious devotion?
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