Comments
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.
hecmtz96 t1_j9siirc wrote
That goodwill impairment is probably for the acquisition of Livongo 2-3 years ago
Magalahe t1_j9siwbo wrote
I lost $40k on this terrible cathy woods pick.
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
BullneIson t1_j9sjmvi wrote
Too much competition also. And the newer companies tend to have better UI and workflow.
FI_investor OP t1_j9sjtoc wrote
Interesting. Badly designed in what ways?
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.
cj-the-pj t1_j9sk6fb wrote
...if they are executing tech that bad, it's no wonder they can't run a company
BigCandyMush t1_j9soxqz wrote
You follow Cathie for financial advice? You deserve to lose money
[deleted] t1_j9st5sx wrote
[removed]
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.
BbylonPrince t1_j9suulc wrote
This whole thing is all over the place
Specialist-Island-41 t1_j9svn85 wrote
Said Jeff Beeeeezz NEVER
Excellent_Citron_282 t1_j9sycd5 wrote
what program did you use for the red lines
Squishy-Pickle t1_j9szks4 wrote
I’ve noticed you like the 🤮 emoji
TheDudeAbidesFarOut t1_j9t2lt6 wrote
Cathie gonna double down, cheer up
FI_investor OP t1_j9t51ax wrote
You didn't use a stop loss?
FI_investor OP t1_j9t76fz wrote
Thanks for sharing those infos!
FI_investor OP t1_j9t7aj8 wrote
No. The earnings report likes it
FI_investor OP t1_j9t7dyn wrote
Is that a good thing?
Due-Employee9272 t1_j9tacbt wrote
If you're looking for a higher short entry, sure.
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.
FI_investor OP t1_j9tc9ul wrote
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
Fragrant_Run2799 t1_j9tgn89 wrote
Nope 🥸
Fragrant_Run2799 t1_j9tgot9 wrote
Def. not happening ever again tho
burglin t1_j9tib12 wrote
I only follow financial advice that uses emojis, so this is particularly helpful
hardcore_softie t1_j9tjf81 wrote
And how balls deep is Cathie in this shit?
ArtificialOP t1_j9tl1xr wrote
What is goodwill impairment?
ManySwimming7 t1_j9tmin3 wrote
This super advanced tool called MS Paint, probably
Excellent_Citron_282 t1_j9tnton wrote
the arrows look to smooth for being drawn with paint
dr_trains t1_j9tq238 wrote
never in my life did i think I’d see a financial statement with emojis on it
[deleted] t1_j9tq4k9 wrote
NonverbalKint t1_j9tublk wrote
Could be greenshot
chumbano t1_j9tx8d9 wrote
don't act Catherine wasn't considered a goddess here a few years ago.
bullmarket2023 t1_j9u7ppq wrote
FCF matters.
xabc8910 t1_j9udpz0 wrote
Just a few more red lines/circles would really clear things up for me
monkeydoodle64 t1_j9uowvd wrote
They ll never make money with their shitty business model and shitty engineering
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*
Lurking_In_A_Cape t1_j9vhnr0 wrote
And yet, up AH.
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.
Andre-ch t1_j9vsert wrote
well said
Professional_Crab910 t1_j9vyzhv wrote
Why did this meme come to mind?
neomatic1 t1_j9w65qv wrote
I tried to buy puts on this and still lost
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
923kjd t1_j9ws1nk wrote
In all fairness, this report definitely merits the rare Triple Hurl.
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.
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.
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.
VisualMod t1_j9sho8o wrote