$TDOC sling shot to $35-50 | 400-500% return
- 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
- 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
Trade active
- 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!Note
- 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 changeNote
- 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
Note
- Pull backs are healthy!
- Shorting traps to move back higher!
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.