Posted by kingpin15 on 9th of Jul 2025 at 12:46 pm
Teladoc (TDOC)is a left-for-dead telemedicine
company that spent significant capital during the “boom” years
investing in a platform that now has significant competitive
advantages
TDOC is using AI to reduce costs and reinvesting into
expanded offerings, such as their recent acquisition of
Catapult Health, and I think the business is positioned to
accelerate materially from here. – unlike many “live the
dream” healthcare and technology stocks from the 2021-era – TDOC is
actually profitable. The acquisition of Catapult Health
strengthens Teladoc's position in the AI-enabled healthcare
landscape by significantly furthering its Integrated Care game
plan. Through VirtualCheckup's sophisticated at-home
diagnostic testing and virtual care platform, Teladoc gains access
to rich longitudinal health data from over three million covered
lives, with nearly 50% of patients having identifiable chronic
conditions – precisely the type of structured healthcare data that
AI systems can leverage for personalized care recommendations. The
design element is enhanced through Catapult's highly engaging user
experience (demonstrated by an 81+ NPS) and proven clinical
outcomes, including a 77% reduction in crisis-level hypertension
and 56% improvement in medication compliance, while the
distribution advantage is amplified by cross-selling opportunities
across Teladoc's 93.9 million US integrated care members. This
consolidation of preventative care capabilities positions Teladoc
to better harness AI for proactive health interventions, as
evidenced by its ability to identify pre-diabetes in 28% of members
for the first time, making it a
more compelling play on AI enablementin healthcare
while delivering tangible ROI and $1,400 in verified cost savings
per member over three years.
P/E of 6? - you may want to review the reported numbers (TDOC
guidance lowered to loss of $1.40-0.90 per share). Just
wanted to clarify the facts to not misinform anyone here.
Chart is fine and Citron is behind it with bullish thesis
BetterHelp subsidiary has some potential - one must dig deep on
how margins will be impacted with new bill similar to other
healthcare providers to truly get a handle on things. I
simply don't have time but wanted to clarify the numbers as what
was posted was far from reality.
TDOC Updated
Posted by steve on 9th of Jul 2025 at 12:28 pm
TDOC - Chart Link
TDOC still grinding (testing 200
Posted by steve on 10th of Jul 2025 at 10:15 am
TDOC still grinding (testing 200 day MA). Citron still aiding
Teladoc (TDOC)is a left-for-dead telemedicine company
Posted by kingpin15 on 9th of Jul 2025 at 12:46 pm
Teladoc (TDOC)is a left-for-dead telemedicine company that spent significant capital during the “boom” years investing in a platform that now has significant competitive advantages TDOC is using AI to reduce costs and reinvesting into expanded offerings, such as their recent acquisition of Catapult Health, and I think the business is positioned to accelerate materially from here. – unlike many “live the dream” healthcare and technology stocks from the 2021-era – TDOC is actually profitable. The acquisition of Catapult Health strengthens Teladoc's position in the AI-enabled healthcare landscape by significantly furthering its Integrated Care game plan. Through VirtualCheckup's sophisticated at-home diagnostic testing and virtual care platform, Teladoc gains access to rich longitudinal health data from over three million covered lives, with nearly 50% of patients having identifiable chronic conditions – precisely the type of structured healthcare data that AI systems can leverage for personalized care recommendations. The design element is enhanced through Catapult's highly engaging user experience (demonstrated by an 81+ NPS) and proven clinical outcomes, including a 77% reduction in crisis-level hypertension and 56% improvement in medication compliance, while the distribution advantage is amplified by cross-selling opportunities across Teladoc's 93.9 million US integrated care members. This consolidation of preventative care capabilities positions Teladoc to better harness AI for proactive health interventions, as evidenced by its ability to identify pre-diabetes in 28% of members for the first time, making it a more compelling play on AI enablementin healthcare while delivering tangible ROI and $1,400 in verified cost savings per member over three years.
valuation to go with story
Posted by kingpin15 on 16th of Oct 2025 at 10:02 am
valuation to go with story here on TDOC, see comments in july threaded.
TDOC next week $10c getting
Posted by kingpin15 on 22nd of Oct 2025 at 10:22 am
TDOC next week $10c getting litup today, (covers eps)
reclaimed 200d today Steve chart
Posted by kingpin15 on 8th of Oct 2025 at 03:44 pm
reclaimed 200d today Steve chart
Yeah, kind of lazy to
Posted by mastermind on 9th of Jul 2025 at 01:42 pm
Yeah, kind of lazy to call this a trash stock. The P/E is 6, and EPS growth for the year is projected as 80%. Seems like a bargain on the face of it.
P/E of 6? - you
Posted by steve on 9th of Jul 2025 at 02:10 pm
P/E of 6? - you may want to review the reported numbers (TDOC guidance lowered to loss of $1.40-0.90 per share). Just wanted to clarify the facts to not misinform anyone here. Chart is fine and Citron is behind it with bullish thesis
BetterHelp subsidiary has some potential - one must dig deep on how margins will be impacted with new bill similar to other healthcare providers to truly get a handle on things. I simply don't have time but wanted to clarify the numbers as what was posted was far from reality.
OK, maybe I have bad
Posted by mastermind on 9th of Jul 2025 at 02:15 pm
OK, maybe I have bad info. Sorry if I have misguided anybody. These are the numbers that I see from IBD. They must be out of date.
I guess we will know more on 7/29 - if I have the EPS report date right.
Company estimates on April 30th
Posted by steve on 9th of Jul 2025 at 02:23 pm
Company estimates on April 30th for FY 2025
Teladoc Health Lowers FY2025 GAAP EPS Guidance from $(1.10)-$(0.50) to $(1.40)-$(0.90) vs $(0.93) Est;
Sounds primed for a beat
Posted by mastermind on 9th of Jul 2025 at 02:25 pm
Sounds primed for a beat
yeah chart looks good, but
Posted by matt on 9th of Jul 2025 at 02:52 pm
yeah chart looks good, but have no idea when they report again, nothing shows so it will be a while
big upside possible as mentioned
Posted by kingpin15 on 9th of Jul 2025 at 01:50 pm
big upside possible as mentioned in analyst note, def not "trash"