Comments

You must log in or register to comment.

cj-the-pj t1_j9six4f wrote

This is a really horrible product... you should short this... zoom or ring central or teams is a better product.

Just get away from this stock. I used to admin setting up doctors in these tools and they are so badly designed it is scary

43

liverpoolFCnut t1_j9tbmb0 wrote

They are in trouble. I know someone who used to work for them until recently, the company has gone through 3 rounds of layoffs since October and there is speculation of more to come in the next few months.

11

FI_investor OP t1_j9sjtoc wrote

Interesting. Badly designed in what ways?

5

cj-the-pj t1_j9sk3v7 wrote

It feels like you're working on a very old ui while everything else is easy on other products... bulk adding users, sso, etc... you want to add new employs, it's time untenable, permissions are cumbersome etc.

Go ask some doctors offices if they use it and get feedback for a research project.

I've literally seen secure lawyer portals that are easier to use.

12

ArtificialOP t1_j9tl1xr wrote

What is goodwill impairment?

3

DoYouKnowBillBrasky t1_j9zmdsu wrote

It's a write down of assets (an accounting entry).

Example...Company A bought Company B for 10Billion...They wake up tomorrow and realize Company B is only worth 7Billion...3 Billion dollar Goodwill accounting entry.

1

bigboog1 t1_jaadx92 wrote

I use Teledoc on occasion, it feels like tech from like 10 years ago. The interface is clunky, you get called and put in a "waiting room" until the doc joins then if your call drops you get booted. The whole thing is just meh.

1

Magalahe t1_j9siwbo wrote

I lost $40k on this terrible cathy woods pick.

26

BigCandyMush t1_j9soxqz wrote

You follow Cathie for financial advice? You deserve to lose money img

28

chumbano t1_j9tx8d9 wrote

don't act Catherine wasn't considered a goddess here a few years ago.

8

BigCandyMush t1_j9wb3gv wrote

Believe it or not I stopped preaching her long before WSB did. I sold ARKK and ARKG during its peak by luck after finding out much of her stocks are overvalued, high PE growth bs whatever being inflated by feds going brrrrrrr.

And she's getting delusional as time goes. Talking about how arkk could grow a crazy amount the next few years like stfu

3

Stuckatpennstation t1_j9xejd8 wrote

SARK is one of my favorite holdings just cuz when it's green I know Wood is red. It's the little things in life my fellow apes.

1

hecmtz96 t1_j9siirc wrote

That goodwill impairment is probably for the acquisition of Livongo 2-3 years ago

14

BuddhaStatue t1_j9tgk39 wrote

I made so much money on lvgo

Then so much money when tdoc ran to $300

Then lost a lot of it until I got out at $150

The pandemic was wild

5

Fragrant_Run2799 t1_j9su1g2 wrote

I’m down 75% on this crap. To think I started off so well with LVGO and then these AH had to buy them up. Fml. Still debating wether to sell or start shorting to get my lost investment back.

10

burglin t1_j9tib12 wrote

I only follow financial advice that uses emojis, so this is particularly helpful

8

dr_trains t1_j9tq238 wrote

never in my life did i think I’d see a financial statement with emojis on it

5

923kjd t1_j9ws1nk wrote

In all fairness, this report definitely merits the rare Triple Hurl.

2

VisualMod t1_j9shoma wrote

It is clear that the company's expenses are growing at a much faster rate than its revenue. This is not sustainable in the long run and will eventually lead to financial difficulties.

3

BullneIson t1_j9sjmvi wrote

Too much competition also. And the newer companies tend to have better UI and workflow.

2

sackhuck7 t1_j9usf1g wrote

Alot of these expenses are non-cash and to have Q4 2022 have more telehealth than Q4 2021 is quite suprising. Compare EBITDA for apples to apples.

There is a delay is advertising spending vs initial return. You try and match, but the timing is never perfect.

Any FS can look like shit if you cover it in red marks and bad emojis.

Not saying teledoc is great, more that this analysis is *puke emoji*

2

VisualMod t1_j9sho8o wrote

User Report
Total Submissions 5 First Seen In WSB 3 weeks ago
Total Comments 16 Previous Best DD
Account Age 3 weeks [^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.) [^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)
1

BbylonPrince t1_j9suulc wrote

This whole thing is all over the place

1

Excellent_Citron_282 t1_j9sycd5 wrote

what program did you use for the red lines

1

hardcore_softie t1_j9tjf81 wrote

And how balls deep is Cathie in this shit?

1

xabc8910 t1_j9udpz0 wrote

Just a few more red lines/circles would really clear things up for me

1

monkeydoodle64 t1_j9uowvd wrote

They ll never make money with their shitty business model and shitty engineering

1

shondon t1_j9vpjjf wrote

Goodwill impairment is absolutely meaningless to me. Sure, it represents that the livongo acquisition didn't go very well but certainly isn't actually a loss.

1

neomatic1 t1_j9w65qv wrote

I tried to buy puts on this and still lost

1