Thoughts on teladoc? It's my largest holding with my avg cost ~190. Of most concern is their membership leveling off and they've been unable to turn a profit but this price is tempting. Would you DCA down or hang tight?

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DCA and be patient. Cms keeps expanding reimbursible services and the market is expanding. Plus chronic care mgmt and remote device monitoring with livongo tech and teladocs reach is potentially revolutionary - hence why Cathie likes it. The market is just shifting from pandemic plays to reopening and crypto right now. Things will eventually settle and business quality will matter again.

On a side note, why do people keep popping up with questions about what they should do with their 2020 stocks that are now all red? Like that should have been the obvious trend as soon as the vaccine came out and obvious anyway when these things were all up 3-30x on the year. You have to know that nothing goes up in a straight line...

I presume eventually these questions will start popping up about tesla and crypto and arkk. The diamond hands concept is a little silly but like, you can’t be ready to fold after a couple bad months

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I work for a regional health system (left KPMG), and during the pandemic we made a huge increase in the number of virtual visits we provided. If providers can do this without Teladoc, what’s their advantage? Serious question, I don’t know much about them at all.

CVS is going to eat their lunch.

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