TDOC -15%, 손절 아닌 존버? 🤔

If you're making posts on reddit about what to do after a single stock drops 15%, self-directed investment may not be for you

Telehealth i feel has been commoditized. Covid era may have been it's peak

Either simply continue your DCA plan, or travel back in time and execute your planned exit strategy when the trade went wrong?

TDOC is shit because they don't pay physicians enough to work there.

You are cooked

TDOC still gives me mixed signals. Fundamentals aren't great, revenue is slightly down YoY, margins and returns are negative, so the business isn't really earning its keep yet.

The low P/B and P/S look more like the market pricing in those issues than a clear bargain. On the earnings side, they've beaten EPS in 3 of the last 4 quarters, which suggests guidance has been conservative.

That said, the most recent miss stands out, and revenue has basically been flat in the low-$600M range. To me that points to stability, not growth. I’m not bearish, but it's the kind of setup where I'd want to see either cleaner profitability or re-accelerating revenue before getting comfortable.

It’s a terrible company. Why are you wasting resources?

Don’t worry man, Hims is next, your not the only that thought Telehealth is disrupting Amazon 😂