TELADOC HEALTH INC.DL-001 WKN: A14VPK ISIN: US87918A1051 Kürzel: TDOC Forum: Aktien Thema: Hauptdiskussion

Hier SL? Brauch ich nicht.

Niemals stop loss

Wohin zieht ihr denn Stop Loss nach?

Herrlich! Neues ATH :)

👌

Neues ATH heute 🎇

Endlich der Ausbruch nach oben 😂

Was war passiert?

Sooo geil! 🚀😄👍

ATH kommt

Abwarten, es muss ein nachhaltiger Ausbruch erfolgen, vielleicht erst zu den Zahlen

Läuft doch gut

Cathie Woods 21k shares

https://twitter.com/ArkkDaily/status/1349877784177496066?s=19

From the JP Morgan Healthcare Conference: https://s21.q4cdn.com/672268105/files/doc_presentations/2021... We correctly assumed the updated revenue guidance was reported with such a small change due to this forthcoming presentation. Given their fiscal year is already over, I expect this is very accurate guidance. Current 2020E: $1.091-1.093MM Using the mid-point, this equates to $381MM in Q4 Revenue, a 109% increase YoY and 32% sequential increase. BUT, late in the deck on slide 22 we find: - Sustainable long-term growth 30-40% average annual revenue growth expected through 2023 (not the 50-70% we like to see ...) - Strong gross margin profile with growing operating leverage Mid-60s gross margin, significant operating leverage opportunity (again, slightly lower than the 70-90% we like to see...- it appears Livongo's higher gross margins aren't lifting TDOC) So they are indicating that growth is slowing, gross margins aren't getting substantially better. I'll be reducing my position on this basis.

Aufbruch?!